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Here's What Key Metrics Tell Us About Aon (AON) Q4 Earnings
AONAON(AON) ZACKS·2025-01-31 15:31

Core Insights - Aon reported a revenue of 4.15billionforthequarterendedDecember2024,reflectingayearoveryearincreaseof22.94.15 billion for the quarter ended December 2024, reflecting a year-over-year increase of 22.9% and an EPS of 4.42, up from 3.89inthesamequarterlastyear[1]TherevenuefellslightlyshortoftheZacksConsensusEstimateof3.89 in the same quarter last year [1] - The revenue fell slightly short of the Zacks Consensus Estimate of 4.19 billion, resulting in a surprise of -1.06%, while the EPS exceeded expectations by 4.25% [1] Financial Performance Metrics - Consolidated organic revenue growth was 6%, surpassing the average estimate of 5.7% based on eight analysts [4] - Organic revenue growth in Reinsurance Solutions was 6%, compared to the average estimate of 3.9% from seven analysts [4] - Wealth Solutions saw an organic revenue growth of 8%, exceeding the estimated 5.6% by seven analysts [4] - Commercial Risk Solutions achieved a 6% organic revenue growth, slightly above the 5.5% average estimate from seven analysts [4] - Health Solutions reported a 5% organic revenue growth, which was below the estimated 6.6% by seven analysts [4] Revenue Breakdown - Health Solutions revenue was 1.07billion,belowtheaverageestimateof1.07 billion, below the average estimate of 1.12 billion, but represented a year-over-year increase of 40.2% [4] - Wealth Solutions generated 542millioninrevenue,exceedingtheaverageestimateof542 million in revenue, exceeding the average estimate of 506.09 million, marking a year-over-year increase of 43.8% [4] - Reinsurance Solutions revenue was 351million,slightlyabovetheaverageestimateof351 million, slightly above the average estimate of 346.46 million, with a year-over-year change of 5.7% [4] - Commercial Risk Solutions revenue was 2.19billion,belowtheestimated2.19 billion, below the estimated 2.22 billion, but still represented a 14.7% increase compared to the previous year [4] Stock Performance - Aon's shares returned +4.8% over the past month, outperforming the Zacks S&P 500 composite's +2.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]