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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. |
|---|---|---|---|
| Rob Cox | Goldman Sachs | 12 | 25% |
| Elyse Greenspan | Wells Fargo | 12 | 25% |
| Mark Hughes | Truist Securities | 10 | 10% |
| Dave Motemaden | Evercore ISI | 10 | 10% |
| Brian Meredith | UBS | 8 | 13% |
| Greg Peters | Raymond James | 6 | 33% |
| Meyer Shields | KBW | 6 | 17% |
| Paul Newsome | Piper Sandler | 6 | 0% |
| Mark Marcon | Robert W. Baird | 6 | 0% |
| Andy Kligerman | TD Cowen | 4 | 50% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 12 | 25% |
| Wells Fargo | 1 | 12 | 25% |
| Truist Securities | 1 | 10 | 10% |
| Evercore ISI |
| 1 |
| 10 |
| 10% |
| UBS | 1 | 8 | 13% |
| Piper Sandler | 1 | 6 | 0% |
| Robert W. Baird | 1 | 6 | 0% |
| BMO Capital Markets | 2 | 6 | 17% |
Willis Towers Watson delivered Q1 organic revenue growth of 3% at the low end of the plan as adjusted diluted EPS of $3.72 grew 19% year-over-year, with adjusted operating margin expanding 70 basis points to 22.3%. CRB growth guidance was narrowed from mid-to-high to mid-single-digit while Career declined 3% on Middle East disruption and discretionary spending caution. The AI-powered operating system Neuron launched across R&B, ICT delivered its strongest quarter at 5% growth, and Newfront integration progressed with early cross-selling wins.
Revenue Growth | Demand | Competitive Dynamics | Margin | Capital Allocation | M&A | Macroeconomic | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 4 | 6 | 6 | 5 | 4 | 1 |
| 2025Q1 | 6 | 4 | 2 | 1 | 4 | 2 | 3 | 1 |
| 2025Q2 | 6 | 4 | 3 | 3 | 2 | 3 | 1 | |
| 2025Q3 | 9 | 4 | 6 | 4 | 2 | 1 | 4 | |
| 2025Q4 | 9 | 5 | 2 | 1 | 2 | 4 | 1 | |
| 2026Q1 | 6 | 2 | 2 | 3 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 6 | 6 | 9 | 9 | 6 |
| Demand | 3 | 4 | 4 | 4 | 5 | 2 |
| Competitive Dynamics | 4 | 2 | 3 | 6 | 2 | 2 |
| Margin | 6 | 1 | 3 | 4 | 1 | 3 |
| Capital Allocation | 6 | 4 | 2 | 2 | 2 | 1 |
| M&A | 5 | 2 | 3 | 4 | ||
| Macroeconomic | 4 | 3 | 1 | 2 | ||
| Pricing | 1 | 1 | 1 | 4 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WTW Willis Towers Watson | 5 | +8.5% | |
| AJG Arthur J. Gallagher & Co. | 6 | +27.6% | |
| AON Aon | 7 | +6.5% | |
| BRO Brown & Brown | 6 | +37.3% | |
| MRSH Marsh & McLennan Companies, Inc. | 6 | +7.6% |