Core Insights - Aon plc has identified a significant opportunity to reduce healthcare costs and improve workforce health through a comprehensive obesity management program that incorporates GLP-1 medications [1][4][5] - The company has launched its own GLP-1 weight management program for U.S. employees, combining affordable treatment access with virtual support and adherence tools [3][9] Health Data Analysis - Aon's analysis utilized data from over 50 million commercially insured lives, including 139,000 GLP-1 users from 2022-2024, to quantify the economic impact of GLP-1 medications [5][6] - The analysis revealed that GLP-1 users experienced a 44% reduction in the risk of hospitalizations due to major adverse cardiovascular events over 24 months [6] Economic Impact - The initial cost increase associated with GLP-1 medications was followed by a significant reduction in medical spend growth, with a seven-percentage point improvement observed in the second year for GLP-1 users [6] - Aon emphasized that addressing obesity not only presents a public health opportunity but also serves as an economic imperative, with obesity costing the U.S. economy up to $1.72 trillion annually [4] Program Implementation - Aon's GLP-1 weight management program aims to de-stigmatize obesity treatment and provide subsidized access to GLP-1 medications for its U.S. workforce [9][10] - The program includes AI-driven wellness tools, at-home blood tests, and virtual check-ins to enhance adherence and support sustainable health outcomes [9] Future Directions - Aon plans to advance analytics to support better decision-making regarding GLP-1 adoption and its long-term business impact [10] - The company aims to revolutionize chronic condition prevention and redefine workforce health investment, setting a new industry benchmark [10]

Aon plc AON reported downbeat earnings for its first quarter on Friday.The company posted quarterly earnings of $5.67 per share which missed the analyst consensus estimate of $6.02 per share. The company reported quarterly sales of $4.73 billion which missed the analyst consensus estimate of $4.86 billion.“Aon has momentum entering year two of the 3×3 Plan and our continued execution drove another quarter of mid-single-digit Organic revenue growth and strong operating performance,” said Greg Case, president ...

Aon (AON) Q1 2025 Earnings Call April 25, 2025 04:35 PM ET Company Participants Greg Case - President & CEOEdmund Reese - CFO & EVPAndrew Kligerman - Managing DirectorElyse Greenspan - Managing DirectorMeyer Shields - Managing Director Conference Call Participants David Motemaden - Managing Director & Sr. Equity Research Analyst - Insurance & Business ServicesPaul Newsome - MD & Senior Research AnalystJimmy Bhullar - Equity Research AnalystCave Montazeri - Analyst Operator Good morning, and thank you for ho ...

Earnings Conference Call First Quarter 2025 April 25, 2025 Any or all of Aon's forward-looking statements may turn out to be inaccurate, and there are no guarantees about Aon's performance. The factors identified above are not exhaustive. Aon and its subsidiaries operate in a dynamic business environment in which new risks may emerge frequently. Accordingly, you should not place undue reliance on forward-looking statements, which speak only as of the dates on which they are made. In addition, results for pr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 1-7933 Aon plc (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 15 Geor ...

Core Viewpoint - Aon plc reported mixed financial results for Q1 2025, with adjusted earnings per share missing estimates but total revenues showing year-over-year growth [1][2]. Financial Performance - Adjusted earnings per share for Q1 2025 were $5.67, missing the Zacks Consensus Estimate by 6.1%, but improved by $0.01 from the previous year [1]. - Total revenues increased by 16% year over year to $4.73 billion, although this was 2.6% below consensus expectations [1]. - Organic revenue growth was reported at 5% [1]. Operating Costs and Margins - Total operating expenses rose by 25% year over year to $3.3 billion, driven by higher costs associated with the NFP acquisition and long-term growth investments [3]. - Adjusted operating income grew by 12% year over year to $1.8 billion, but fell short of the estimated $1.9 billion [4]. - The adjusted operating margin decreased by 130 basis points year over year to 38.4% [4]. Segment Performance - **Commercial Risk Solutions**: Organic revenues grew by 5% year over year, with revenues of $2 billion, an 11% increase, but missed estimates by 4.8% [5]. - **Reinsurance Solutions**: Organic revenues improved by 4% year over year, with revenues of $1.2 billion, a 2% increase, but also missed estimates by 3.6% [6]. - **Health Solutions**: Organic revenues grew by 5% year over year, with revenues of $1 billion, a 40% increase, but fell short of estimates by 1.7% [7]. - **Wealth Solutions**: Organic revenues increased by 8% year over year, with revenues soaring by 40% to $519 million, exceeding estimates by 3.8% [8]. Financial Position - As of March 31, 2025, Aon had cash and cash equivalents of $964 million, down from $1.1 billion at the end of 2024 [9]. - Total assets increased to $50.3 billion from $49 billion at the end of 2024 [9]. - Long-term debt remained stable at $16.28 billion, while short-term debt totaled $1.3 billion [9]. Cash Flow and Capital Deployment - Cash flow from operations was $140 million, down from $309 million a year ago [10]. - Adjusted free cash flows decreased by 68% year over year to $84 million [10]. - Aon repurchased 0.6 million class A ordinary shares for approximately $250 million, with $2.1 billion remaining under its repurchase authorization [11]. Future Outlook - Aon expects mid-single-digit or higher organic revenue growth for 2025 and anticipates an expansion in adjusted operating margin [12]. - Adjusted EPS is projected to see strong growth this year, with free cash flow expected to witness double-digit growth in the long term [12]. - The Aon United Restructuring program aims for annual run-rate savings of approximately $350 million by the end of 2026, with $40 million in net savings realized in Q1 [13].

Aon (AON) reported $4.73 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 16.2%. EPS of $5.67 for the same period compares to $5.66 a year ago.The reported revenue represents a surprise of -2.63% over the Zacks Consensus Estimate of $4.86 billion. With the consensus EPS estimate being $6.04, the EPS surprise was -6.13%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Core Insights - Aon plc reported a total revenue increase of 16% to $4.7 billion for Q1 2025 compared to Q1 2024, driven by organic revenue growth of 5% and contributions from the acquisition of NFP [2][3][9] - Adjusted operating income grew by 12% to $1.8 billion, while diluted EPS decreased by 17% to $4.43, reflecting the impact of foreign currency translation and increased operating expenses [2][9][26] - The company reaffirmed its 2025 guidance, expecting continued organic revenue growth, adjusted operating margin expansion, and strong adjusted EPS growth [9][26] Revenue Summary - Total revenue for Q1 2025 was $4.7 billion, up from $4.1 billion in Q1 2024, with Risk Capital revenue increasing by 7% to $3.2 billion and Human Capital revenue rising by 40% to $1.5 billion [3][9][11] - Organic revenue growth was 5%, with contributions from both Risk Capital and Human Capital segments [3][14][16] Expense Overview - Total operating expenses increased by 25% to $3.3 billion, primarily due to the inclusion of NFP's operating expenses and investments in long-term growth [4][18][21] - Compensation and benefits expenses rose by 19% to $2.2 billion, reflecting the integration of NFP and organic revenue growth [18][21] Cash Flow Analysis - Cash provided by operations decreased by 55% to $140 million, attributed to higher payments related to incentive compensation and restructuring [8][10] - Free cash flow fell by 68% to $84 million, reflecting a decrease in cash flows from operations and an increase in capital expenditures [10][40] Shareholder Returns - Aon repurchased 0.6 million class A ordinary shares for approximately $250 million in Q1 2025, with $2.1 billion remaining under its share repurchase program [7][9] - The company announced a 10% increase in its quarterly dividend, marking the 15th consecutive year of dividend growth [9][26] Tax and Shareholder Metrics - The effective tax rate for Q1 2025 was 21.4%, down from 23.2% in the prior year, with an adjusted effective tax rate of 20.9% [6][41] - Weighted average diluted shares outstanding increased to 217.9 million from 200.1 million in the prior year [7][41]

Exhibit 99.1 Investor Relations News from Aon Aon Reports First Quarter 2025 Results DUBLIN - April 25, 2025 - Aon plc (NYSE: AON) today reported results for the three months ended March 31, 2025. | | | First Quarter 2025 | | | --- | --- | --- | --- | | | 2025 | 2024 | Change | | Total revenue | $4,729 | $4,070 | 16% | | Organic revenue growth (Non-GAAP) | | | 5% | | Operating income | $1,461 | $1,465 | —% | | Adjusted operating income (Non-GAAP) | $1,816 | $1,615 | 12% | | Operating margin | 30.9% | 36.0% ...

Leading insurer Aon PLC (AON) is set to report its first-quarter 2025 results on April 25, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $6.04 per share on revenues of $4.86 billion. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The first-quarter earnings estimate has been constant over the past week. The bottom-line projection indicates a year-over-year increase of 6.7%. Moreover, the Zacks Consensus Estimate f ...