Aon plc Reports Q3 2026 Financial Results with 6% Organic Revenue Growth
Aon plc
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Filing Summary
Aon plc (NYSE: AON) - Form 8-K Filing
Event: Q3 2026 Results of Operations and Financial Condition (Item 2.02) Filing Date: October 28, 2026
Financial Highlights: • Total Revenue: $4,101M (+3% YoY) • Organic Revenue Growth: 6% YoY • Operating Income: $809M (-1% YoY); Adjusted Operating Income: $1,106M (+5% YoY) • Diluted EPS: $2.23 (+6% YoY); Adjusted EPS: $3.36 (+10% YoY) • Free Cash Flow: $1,097M (+2% YoY) • Strategic Update: Expected closing of the USI acquisition in Q4 2026 with deleveraging target of 2.8x–3.0x within ~24 months.
Comprehensive Analysis
Aon plc (NYSE: AON) Q3 2026 Form 8-K Earnings Report Overview
Filing Summary
On October 28, 2026, Aon plc filed a Form 8-K under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), furnished with Exhibit 99.1 containing the press release for its third-quarter financial results ended September 30, 2026.
Key Financial Performance Metrics
| Metric | Q3 2026 | Q3 2025 | YoY Change | 9M 2026 | 9M 2025 | YoY Change |
|---|---|---|---|---|---|---|
| Total Revenue | $4,101M | $3,997M | +3% | $13,381M | $12,881M | +4% |
| Organic Revenue Growth (Non-GAAP) | 6% | — | — | 5% | — | — |
| Operating Income | $809M | $816M | (1)% | $3,439M | $3,136M | +10% |
| Adjusted Operating Income (Non-GAAP) | $1,106M | $1,051M | +5% | $4,299M | $4,038M | +6% |
| Operating Margin | 19.7% | 20.4% | -70 bps | 25.7% | 24.3% | +140 bps |
| Adjusted Operating Margin (Non-GAAP) | 27.0% | 26.3% | +70 bps | 32.1% | 31.3% | +80 bps |
| Diluted EPS | $2.23 | $2.11 | +6% | $10.46 | $9.21 | +14% |
| Adjusted EPS (Non-GAAP) | $3.36 | $3.05 | +10% | $13.66 | $12.22 | +12% |
| Cash Provided by Operations | $1,191M | $1,148M | +4% | $2,177M | $2,084M | +4% |
| Free Cash Flow (Non-GAAP) | $1,097M | $1,079M | +2% | $1,943M | $1,895M | +3% |
Segment & Operational Highlights
- Organic Revenue Growth Breakdown:
- Commercial Risk: +7%
- Reinsurance: +7%
- Health: +6%
- Wealth: +4%
- M&A and Balance Sheet Objectives:
- Aon announced it expects the acquisition of USI to close in the fourth quarter of 2026.
- Post-closing capital allocation will prioritize debt repayment, aiming to deleverage to a target leverage ratio of 2.8x–3.0x within approximately 24 months.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.