AON
NYSE · Financial Services · Insurance - Brokers · IE
Research · Oct 29, 2026
Casualty Reinsurance Rates Trail Loss Cost Trends
RNR sees U.S. general liability loss trends at 10%-12% versus 8%-10% rate gains as third-party capital expands casualty reinsurance supply.
Research · Oct 29, 2026
Aon (AON) Q3 2026 Earnings: Organic Growth Speeds Up, Free Cash Flow Lags
Aon grew organic revenue 6% in Q3 2026 and Commercial Risk reached 7%, but nine-month free cash flow rose only 3%, leaving the full-year target to Q4.
Research · Oct 18, 2026
[AON] Aon: Q3 2026 earnings preview on margins and cash flow before USI
Aon's Q2 2026 revenue rose 2% to $4.246 billion on 5% organic growth and a 28.9% adjusted margin; Q3 tests whether free cash flow can catch up before the $17 billion USI deal closes.
Research · Sep 3, 2026
[AON] Aon Thesis 2026: Organic Growth and Margin Expansion Continue Post-NFP
Aon plc FY25 (Dec 31, 2025) at $17.18B revenue (+9% reported / +6% organic). NI $3.70B; EPS $17.02 (+36%). Q4 organic +5%, Commercial Risk + Reinsurance each +6%+, Health/Wealth +2%. Adj op margin 32.4% (+90bp). NFP integration on track. FY26 guide: organic +mid-single-digit, op margin +70-80bp, double-digit FCF growth.
Research · Aug 25, 2026
Data Center Liability Insurance Leaves Admitted Market
Everest now writes $5M data center umbrella limits where $10M once sat, attaching higher at what its CEO calls dramatically better pricing.