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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In Q4, we had significant expansions with Aon in Sallie Mae Bank, and we closed a large core FINS deal with a Fortune 500 organization.”
Aon significantly expanded its Workday relationship in Q4, part of Workday's financial-services industry momentum.
“were an important factor when Aon and Marsh and other major brokers are engaged in the creation and putting together in placement of data centers.”
Chubb positions itself as a key insurer when brokers like Aon place data-center construction and operations risk.
“Aon reported that first quarter economic losses of $83 billion were well above the 21st century average of $61 billion.”
Moody's cites Aon's catastrophe loss data to underscore rising insured-loss trends supporting demand for Moody's risk models, reinforcing Aon's role as an authoritative source of global catastrophe loss reporting.
“And there's a big study yesterday you may have seen from Aon, which looked at real world data, which is very compelling.”
Lilly's CEO cites a study from Aon showing compelling real-world ROI and MACE-reduction data for employer GLP-1 coverage, supporting the case for broader formulary access.
“the work Aon undertook with the World Bank to arrange a cap bond for the government of Jamaica”
Aon partnered with the World Bank to structure a catastrophe bond for Jamaica's government ahead of Hurricane Melissa recovery, illustrating Aon's alternative-capital placement work.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Elyse Greenspan | Wells Fargo | 11 (0%) |
| Rob Cox | Goldman Sachs | 8 (0%) |
| Andy Kligerman | TD Cowen | 8 (0%) |
| Jim Bhullar | JPMorgan | 7 (14%) |
| Dave Motemaden | Evercore ISI | 7 (0%) |
| Cave Montazeri | Deutsche Bank | 4 (0%) |
| Mike Zaremski | BMO Capital Markets | 4 (25%) |
| Rob Huang | Morgan Stanley | 4 (0%) |
| Andy Andersen | Jefferies | 4 (0%) |
| Meyer Shields | KBW | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed FY2025 with consistent 6% organic growth for the second consecutive year, Q4 revenue of $4.3 billion, and full-year adjusted EPS of $17.07 growing 9%. Data center insurance innovation accelerated with the industry's first-ever treaty placement for AI data center construction risk. A $7 billion capital position supported enhanced flexibility for deployment in 2026.
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% |