Latest news with #AON
Bloomberg
6 days ago
- Business
- Bloomberg
Exciting Time, Data Center Construction Booming: Aon CFO
Edmund Reese, AON Executive Vice President and CFO, says Aon is bringing new capital into the market, not just in traditional areas, but also in other insurance-linked securities, emphasizing that the company is a leader in that space. He speaks to Romaine Bostick and Scarlet Fu on "The Close." (Source: Bloomberg)
Yahoo
7 days ago
- Business
- Yahoo
Aon beats Q2 earnings estimates as revenue grows 11%
-- Aon plc reported second-quarter 2025 adjusted earnings that exceeded analyst expectations, driven by strong organic revenue growth across its business segments and improved operational efficiency. The firm posted adjusted earnings per share of $3.49, surpassing the analyst consensus estimate of $3.40. Total revenue increased 11% to $4.16 billion, slightly below the consensus estimate of $4.17 billion but representing 6% organic growth compared to the same quarter last year. Aon (NYSE:AON)'s stock rose 1% following the announcement. The company's Risk Capital segment, which includes Commercial Risk Solutions and Reinsurance Solutions, saw revenue increase 8% to $2.9 billion, while Human Capital revenue grew 15% to $1.3 billion. Both segments achieved 6% organic revenue growth, with particularly strong performance in core property and casualty insurance, M&A services, and health benefits. "We delivered strong second quarter results, including 6% organic revenue growth, 19% growth in adjusted EPS, and 59% free cash flow growth," said Greg Case, president and CEO of Aon. "This performance reflects the growing demand for our advice and solutions, driven by an increasingly complex environment and the need to unlock new sources of capital." Adjusted operating income rose 14% to $1.17 billion, with adjusted operating margin expanding 80 basis points to 28.2%. The company attributed this improvement to organic revenue growth, contributions from its NFP acquisition, and $35 million in net restructuring savings. Free cash flow for the first half of 2025 increased 13% to $816 million compared to the same period last year, reflecting strong adjusted operating income growth and improvements in days sales outstanding. The company reaffirmed its full-year 2025 guidance, expressing confidence in its outlook based on first-half performance and continued execution of its Aon United strategy. Related articles Aon beats Q2 earnings estimates as revenue grows 11% These Under-the-Radar Stocks Offer Better Risk-Reward Ratio Than Nvidia After soaring 149%, this stock is back in our AI's favor - & already +25% in July Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-07-2025
- Business
- Yahoo
Will the Commercial Risk Solutions Unit Aid Aon in Q2 Earnings?
Aon plc AON is scheduled to release second-quarter 2025 results on July 25, before the opening bell. The Zacks Consensus Estimate for earnings is pegged at $3.40 per share, which indicates an improvement of 16% from the prior-year quarter's number. Management expects it to witness 15-18% year-over-year growth in the same time frame. The second-quarter earnings estimate remained stable over the past 30 days. Meanwhile, the Zacks Consensus Estimate for revenues is pegged at $4.1 billion, implying 9.7% growth from the year-ago quarter's figure. Image Source: Zacks Investment Research AON's Earnings Surprise History Aon's bottom line beat estimates in two of the trailing four quarters and missed the mark twice, the average surprise being 0.99%. This is depicted in the chart below: Aon plc Price and EPS Surprise Aon plc price-eps-surprise | Aon plc Quote What Our Quantitative Model Unveils for AON Our proven model predicts an earnings beat for Aon this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here. Earnings ESP: Aon has an Earnings ESP of +1.27% because the Most Accurate Estimate of $3.45 per share is pegged higher than the Zacks Consensus Estimate of $3.40. You can uncover the best stocks before they're reported with our Earnings ESP Filter. Zacks Rank: AON currently carries a Zacks Rank of 3. Factors Likely to Shape Aon's Q2 Results In the second quarter, Aon's revenues are expected to have gained on strong contributions from Commercial Risk Solutions, Reinsurance Solutions, Health Solutions and Wealth Solutions businesses. Performance of Commercial Risk Solutions is anticipated to have benefited from a strong international property and casualty business, which, in turn, is likely to have been driven by strong retention rates and new business growth. The Zacks Consensus Estimate for Commercial Risk Solutions' revenues is pegged at $2.2 billion, indicating 7.5% year-over-year growth. Our estimate for the metric indicates a 6% year-over-year rise in the to-be-reported quarter. The Reinsurance Solutions unit is expected to have benefited on the back of improved treaty placements and strong growth in facultative placements and insurance-linked securities. The consensus mark for Reinsurance Solutions revenues is $665 million, marking a 4.7% year-over-year increase. Our estimate is $654.1 million. Additionally, revenues of Health Solutions are likely to have received an impetus in the to-be-reported quarter, attributable to new business growth and strong performance of its core Health and Benefits business. The Zacks Consensus Estimate for Health Solutions revenues is pegged at $750 million, indicating a rise of 13.3% from the prior-year quarter's reported number. We expect the metric to register a year-over-year rise of 22% in the second quarter. Improved NFP asset inflows are likely to drive the results of Wealth Solutions. The consensus mark for the unit's revenues is $550 million, which implies 18.8% growth from the prior-year quarter's reported figure. Our estimate for the metric stands at $527.8 million. However, the upside is expected to have been partially offset by an elevated cost level resulting from higher compensation and benefits, and information technology expenses. Our model suggests the two expense components to witness year-over-year increases of 5.9% and 6.1%, respectively. Meanwhile, we expect total operating costs of $3.2 billion in the second quarter, up 4.6% year over year. Management anticipates interest expenses of $209 million in the second quarter. Other Stocks to Consider Here are some other companies from the insurance space, which according to our model, have the right combination of elements to beat on earnings this time around: Root, Inc. ROOT has an Earnings ESP of +58.29% and a Zacks Rank of 1 at present. The Zacks Consensus Estimate for ROOT's second-quarter earnings is pegged at $1.06 per share. A loss of 52 cents per share was incurred in the prior-year quarter. You can see the complete list of today's Zacks #1 Rank stocks here. Root's earnings beat estimates in each of the trailing four quarters, the average surprise being 208.89%. Skyward Specialty Insurance Group, Inc. SKWD currently has an Earnings ESP of +2.51% and a Zacks Rank of 2. The Zacks Consensus Estimate for SKWD's second-quarter earnings is pegged at 86 cents per share, which implies a 7.5% rise from the year-ago quarter's figure. Skyward Specialty's earnings beat estimates in each of the trailing four quarters, the average surprise being 12.86%. Primerica, Inc. PRI has an Earnings ESP of +0.12% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for PRI's second-quarter earnings is pegged at $5.17 per share, which implies a 9.8% rise from the year-ago quarter's figure. Primerica's earnings beat estimates in each of the trailing four quarters, the average surprise being 7.83%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Aon plc (AON) : Free Stock Analysis Report Primerica, Inc. (PRI) : Free Stock Analysis Report Root, Inc. (ROOT) : Free Stock Analysis Report Skyward Specialty Insurance Group, Inc. (SKWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
18-07-2025
- Business
- Yahoo
Aon (AON) Reports Next Week: Wall Street Expects Earnings Growth
The market expects Aon (AON) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on July 25, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. Zacks Consensus Estimate This insurance brokerage is expected to post quarterly earnings of $3.40 per share in its upcoming report, which represents a year-over-year change of +16%. Revenues are expected to be $4.13 billion, up 9.7% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 0.12% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Earnings Whisper Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). How Have the Numbers Shaped Up for Aon? For Aon, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.27%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that Aon will most likely beat the consensus EPS estimate. Does Earnings Surprise History Hold Any Clue? While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Aon would post earnings of $6.04 per share when it actually produced earnings of $5.67, delivering a surprise of -6.13%. Over the last four quarters, the company has beaten consensus EPS estimates two times. Bottom Line An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Aon appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Aon plc (AON) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Irish Examiner
02-07-2025
- Politics
- Irish Examiner
'State denying children legal right to equal education'
The State has been accused of denying thousands of children their legal right to an equal education by leaving students without proper support due to unduly long waiting lists. It is predicted that as many as 25,000 children could be waiting for an overdue assessment of need by the end of the year. Under the law, children are legally entitled to an assessment of need within six months of applying, and the process is intended to help children access relevant services and supports. 'When it comes to additional educational needs, a large cohort of students across the country do not have the same access to education as their friends, family members or classmates,' said Eoghan Kenny, Labour's education spokesperson. 'This is a breach of their rights, and of the Government's own legal obligations. 'Families are being left to fend for themselves, forced to wait months on end for diagnoses, then even longer for assessments. These are children who need assistive technologies, tailored teaching support, and a school environment that fits their needs. Instead they're left in limbo. Delays with the assessment of need process have serious consequences, Mr Kenny said. 'A child without the right diagnosis or assessment is left without the proper support. Eoghan Kenny, Labour's education spokesperson, said 'families are being left to fend for themselves'. Picture: Larry Cummins 'That means falling behind in school, struggling in unsuitable classrooms, and missing out on key years of their education. 'The damage doesn't end there. "These setbacks have knock-on effects on a child's confidence, their development, and their ability to succeed in later life. "We are hearing of children spending years in mainstream settings without the tools they need to learn. If more than 25,000 children are on the list by the end of this year, how can the State possibly plan for the number of school places, teachers, and technologies needed? "Without timely assessment, there is no way to ensure children get the right start. 'Children are being denied their rights. Their education and social progress are being cast aside. "How many more parents have to sleep out outside the Dáil before Government takes radical action?" It was reported this week that outgoing HSE chief Bernard Gloster said he was 'hugely' concerned at growing waiting lists for children. The HSE earlier this summer estimated the number of children waiting for an assessment of need for six months or longer will grow from 15,000 to 25,000 by the end of the year. There is ongoing engagement between officials regarding the AON process, a spokesman for the Department of Education said. "Department officials are working on a process to remove the need for a diagnosis to access specialist supports in our school system which would be the last remaining requirement for a diagnosis in the education system." Read More Cara Darmody: The law breakers are at the Cabinet table
