Aon plc. - Ordinary Shares - Class A
AON
Market Cap$79.14B
Close$
Earnings Call Q2 2025
July 25, 2025 - AI Summary
Strong Q2 Financial Performance: Aon plc reported a strong Q2 2025 with 6% organic revenue growth, 19% adjusted EPS growth, and a significant 59% increase in free cash flow. Total revenue reached $4.2 billion, driven by robust performance in Commercial Risk, Reinsurance, and Health Solutions, indicating a solid execution of their Aon United strategy and 3x3 Plan.
Revenue and Margin Expectations: The company reaffirms its guidance for 2025, expecting mid-single-digit organic revenue growth and an expansion of adjusted operating margins by 80 to 90 basis points. This is supported by continued investments in revenue-generating hires and operational efficiencies through Aon Business Services (ABS).
NFP Integration and Synergies: Aon is making progress with its NFP acquisition, targeting $175 million in operational synergies and $60 million in cost synergies by 2026. They've seen $80 million in achieved revenue synergies in 2025, which is ahead of expectations, demonstrating successful integration and value creation.
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$378.65
1.2% upside
Current Fair Value
1.2% upsideUndervalued by 1.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $79.14 Billion |
|---|---|
| Enterprise Value | $96.12 Billion |
| Dividend Yield | $2.84 (0.77%) |
| Earnings per Share | $12.55 |
| Beta | 0.83 |
| Outstanding Shares | 216,200,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 30.48 |
|---|---|
| PEG | 290.41 |
| Price to Sales | 4.86 |
| Price to Book Ratio | 10.11 |
| Enterprise Value to Revenue | 5.76 |
| Enterprise Value to EBIT | 31.69 |
| Enterprise Value to Net Income | 36 |
| Total Debt to Enterprise | 0.19 |
| Debt to Equity | 2.29 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Aon plc.
50,000 employeesAon plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.