-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
AON posted Q1 2026 adjusted EPS of $6.48 versus $5.67, topping the $6.35 consensus estimate but lagging our $6.80 forecast. Revenue rose 6% (5% organic growth) aided by a $0.36 per share currency tailwind versus headwinds a year ago. We are encouraged by 10% Risk Capital revenue growth to $3.5B, reflecting 11% Commercial Risk Solutions growth (7% organic) and 8% Reinsurance Solutions growth (4% organic), with broad-based gains from net new business and strong client retention. Management noted the strength of its global property-casualty franchise as a competitive advantage and expects a favorable $0.44 per share currency impact for full-year 2026. Operating margins expanded 320 bps to 34.1% reflecting ongoing restructuring progress, while Q1 free cash flow more than tripled. We expect total revenue growth of 6%-8% in 2026 with mid-to-high-single-digit organic gains, reflecting above-peer organic revenue trends and diminishing currency headwinds.