Aon plc (AON)
NYSEFinancialsInsurance BrokersSnapshot 2026-07-07
$356.91-0.15%
Close 2026-07-06 · 1-day change
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How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-07-07.
The screen ranks AON against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Aon aims to achieve mid-single-digit or greater organic revenue growth in 2026.
Stated in 5 of last 5 quarters. Revenue grew from $15.7B in 2024 to $17.2B in 2025, reflecting consistent organic growth. The trajectory aligns with management's guidance for mid-single-digit growth, indicating delivery on this priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=7357).
Over the trailing year it converted 0.96x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 58% for the rest of the cohort, n=6607).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 49% of the time over the next year (vs 51% for the rest of the cohort, n=3598).
Not investment advice. As of 2026-07-07.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We expect mid-single-digit or greater organic revenue growth.”
“7% organic revenue growth.”
“6% organic revenue growth.”
“5% organic revenue growth.”
“6% organic revenue growth.”
Aon plans to expand its adjusted operating margin by 70-80 basis points in 2026.
Stated in 4 of last 4 quarters. Adjusted operating margin increased from 31.5% in 2024 to 32.4% in 2025, showing progress towards the 70-80 basis points expansion target. The trajectory indicates delivery on this priority.
“Adjusted operating margin increased 220 basis points to 35.5%.”
“Adjusted operating margin increased 170 basis points to 26.3%.”
“Adjusted operating margin increased 80 basis points to 28.2%.”
“Adjusted operating margin decreased 130 basis points to 38.4%.”
Aon aims to achieve double-digit free cash flow growth in 2026.
Stated in 4 of last 4 quarters. Free cash flow increased from $2.8B in 2024 to $3.2B in 2025, achieving double-digit growth. The trajectory aligns with management's guidance, indicating delivery on this priority.
“Free cash flow increased 14% to $3.2 billion.”
“Free cash flow increased 13% to $1.9 billion.”
“Free cash flow increased 13% to $816 million.”
“Free cash flow decreased 68% to $84 million.”
Aon plans to expand its adjusted operating margin by 70-80 basis points in 2026.