-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：怡安集團（AON）公佈2026財年第一季調整後每股收益為6.48美元，高於先前預期的5.67美元，高於市場普遍預期的6.35美元，但低於我們先前預測的6.80美元。營收成長6%（5%內生成長），這主要得益於每股0.36美元的匯率利好，而去年同期則面臨匯率不利因素。創投業務營收成長10%至35億美元，其中商業風險解決方案業務成長11%（7%內生成長），再保險解決方案業務成長8%（4%內生成長），這主要得益於新增業務的廣泛成長和強勁的客戶留存率。管理層指出，其全球財產險業務的強勁實力是公司的競爭優勢，並預計2026年全年每股收益將受到0.44美元的匯率影響。營業利益率提升320個基點至34.1%，反映了持續的重組進展；第一季自由現金流成長超過兩倍。我們預計2026年總營收將成長6%-8%，其中有機成長將達到中高個位數，這反映了公司有機收入成長趨勢優於同行，且匯率不利因素正在減弱。
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