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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Elyse Greenspan | Wells Fargo | 11 | 0% |
| Andy Kligerman | TD Cowen | 8 | 0% |
| Rob Cox | Goldman Sachs | 8 | 0% |
| Jim Bhullar | JPMorgan | 7 | 14% |
| Dave Motemaden | Evercore ISI | 7 | 0% |
| Andy Andersen | Jefferies | 4 | 0% |
| Cave Montazeri | Deutsche Bank | 4 | 0% |
| Meyer Shields | KBW | 4 | 0% |
| Mike Zaremski | BMO Capital Markets | 4 | 25% |
| Rob Huang | Morgan Stanley | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 11 | 0% |
| Goldman Sachs | 1 | 8 | 0% |
| BMO Capital Markets | 3 | 8 | 13% |
| TD Cowen | 1 |
| 8 |
| 0% |
| JPMorgan | 1 | 7 | 14% |
| Evercore ISI | 1 | 7 | 0% |
| Morgan Stanley | 2 | 6 | 17% |
| KBW | 1 | 4 | 0% |
Aon grew Q1 revenue 6% to $5 billion with adjusted EPS of $6.48 surging 14% as broad-based Commercial Risk growth of 7% led the solution lines. AI-embedded analytics tools drove both revenue lift and productivity improvements across the advisory workforce. The data center insurance pipeline tripled, reinforcing the emerging specialization as a meaningful growth vector.
Revenue Growth | M&A | Competitive Dynamics | Capital Allocation | Cloud & AI | Labor Market | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 2 | 3 | 1 | 1 | 1 | |
| 2025Q1 | 6 | 3 | 3 | 2 | 1 | 1 | 1 | |
| 2025Q2 | 5 | 2 | 2 | 4 | 2 | 2 | ||
| 2025Q3 | 6 | 3 | 4 | 2 | 4 | 3 | 1 | |
| 2025Q4 | 1 | 5 | 2 | 4 | 3 | 1 | 1 | |
| 2026Q1 | 4 | 4 | 1 | 4 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 6 | 5 | 6 | 1 | 4 |
| M&A | 3 | 3 | 2 | 3 | 5 | |
| Competitive Dynamics | 2 | 3 | 4 | 2 | 4 | |
| Capital Allocation | 3 | 2 | 2 | 2 | 4 | 1 |
| Cloud & AI | 4 | 3 | 4 | |||
| Labor Market | 1 | 1 | 4 | 3 | 1 | |
| Margin | 1 | 1 | 2 | 1 | 1 | 1 |
| Innovation & R&D | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AON Aon | 7 | +6.5% | |
| AJG Arthur J. Gallagher & Co. | 6 | +27.6% | |
| BRO Brown & Brown | 6 | +37.3% | |
| MRSH Marsh & McLennan Companies, Inc. | 6 | +7.6% | |
| WTW Willis Towers Watson | 5 | +8.5% |