AON
Aon plc · Financial Services · Insurance Brokers
TECHStrong SellZACKSHold
R500#480 today
$269.45
-2.36% today · -3.07% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- AON −2.36% on the last session vs SPY +0.74%: −3.1 pts of stock-specific move.
- Aftermath, big drop (Oct 2): After its 66 big drops in the past 5 years, AON typically gained 0.5% over the next week (median) and was higher 58% of the time; half the outcomes fell between -1.5% and +2.5%. An ordinary week: +0.2%. Among S&P 500 stocks after big drops, that ranks #213 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 30
In 26 days
estimated date
EPS estimate
$3.33
$3.12 to $3.47 · 21 analysts
Revenue estimate
$4.1B
$4.0B to $4.1B
Track record
7/8 beats
last 8 reports · moved ±3.1% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 BMO | 2Q2026 | $3.80 | $3.81 | +$0.01 (+0.3%) beat | $4.2B | -1.1% +0.5 vs SPY | -3.6% | -6.2% |
| May 1, 2026 BMO | 1Q2026 | $6.35 | $6.48 | +$0.13 (+2.0%) beat | $5.0B | +0.2% -0.1 vs SPY | +5.0% | +0.9% |
| Jan 30, 2026 BMO | 4Q2025 | $4.75 | $4.85 | +$0.10 (+2.2%) beat | $4.3B | +1.9% +2.2 vs SPY | +1.2% | +0.1% |
| Oct 31, 2025 BMO | 3Q2025 | $2.91 | $3.05 | +$0.14 (+4.6%) beat | $4.0B | +3.8% +3.5 vs SPY | +2.5% | +3.6% |
| Jul 25, 2025 BMO | $3.41 | $3.49 | +$0.08 (+2.3%) beat | — | +4.6% +4.2 vs SPY | +3.3% | -0.2% | |
| Apr 25, 2025 BMO | $6.04 | $5.67 | −$0.37 (−6.1%) miss | — | -8.0% -8.7 vs SPY | -6.5% | -3.5% | |
| Jan 31, 2025 BMO | $4.25 | $4.42 | +$0.17 (+4.0%) beat | — | -0.4% +0.2 vs SPY | -0.3% | +3.6% | |
| Oct 25, 2024 BMO | $2.47 | $2.72 | +$0.25 (+10.1%) beat | — | +5.2% +5.2 vs SPY | +7.1% | +2.8% | |
| Jul 26, 2024 BMO | $3.08 | $2.93 | −$0.15 (−4.9%) miss | — | +8.0% +6.9 vs SPY | +2.7% | +9.9% | |
| Apr 26, 2024 BMO | $5.92 | $5.66 | −$0.26 (−4.4%) miss | — | -6.8% -7.8 vs SPY | -11.5% | -8.2% | |
| Feb 2, 2024 BMO | $4.06 | $3.89 | −$0.17 (−4.2%) miss | — | -2.5% -3.6 vs SPY | -1.6% | +2.4% | |
| Oct 27, 2023 BMO | $2.21 | $2.32 | +$0.11 (+5.0%) beat | — | -4.0% -3.6 vs SPY | -3.4% | +0.7% | |
| Jul 28, 2023 BMO | $2.84 | $2.76 | −$0.08 (−2.8%) miss | — | -5.1% -6.1 vs SPY | -0.7% | -5.7% | |
| Apr 28, 2023 BMO | $5.32 | $5.17 | −$0.15 (−2.8%) miss | — | -2.1% -3.0 vs SPY | -1.3% | -3.5% | |
| Feb 3, 2023 BMO | $3.66 | $3.89 | +$0.23 (+6.3%) beat | — | -2.9% -1.8 vs SPY | -2.5% | -1.7% | |
| Oct 28, 2022 BMO | $1.99 | $2.02 | +$0.03 (+1.5%) beat | — | +2.4% +0.1 vs SPY | -1.8% | -1.9% | |
| Jul 29, 2022 BMO | $2.55 | $2.63 | +$0.08 (+3.1%) beat | — | -0.4% -1.9 vs SPY | -0.1% | -2.2% | |
| Apr 29, 2022 BMO | $4.81 | $4.83 | +$0.02 (+0.4%) beat | — | -9.3% -5.6 vs SPY | -1.0% | -9.7% | |
| Feb 4, 2022 BMO | $3.34 | $3.71 | +$0.37 (+11.1%) beat | — | +5.4% +4.9 vs SPY | +1.4% | +3.9% | |
| Oct 29, 2021 BMO | $1.70 | $1.74 | +$0.04 (+2.4%) beat | — | -0.2% -0.4 vs SPY | -1.0% | -9.5% | |
| Jul 30, 2021 BMO | $1.85 | $2.29 | +$0.44 (+23.8%) beat | — | — | — | — | |
| Apr 30, 2021 BMO | $4.05 | $4.28 | +$0.23 (+5.7%) beat | — | — | — | — | |
| Feb 5, 2021 BMO | $2.46 | $2.62 | +$0.16 (+6.5%) beat | — | — | — | — | |
| Oct 30, 2020 BMO | $1.48 | $1.53 | +$0.05 (+3.4%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $3.33 (21) | $3.12 – $3.47 | +9% | -2.3% | ▲2 ▼9 | $4.1B | +2% |
| Next quarter · Dec 31, 2026 | $5.01 (20) | $4.38 – $5.49 | +3% | -7.1% | ▲2 ▼11 | $4.5B | +6% |
| Current year · Dec 31, 2026 | $18.63 (22) | $17.92 – $19.13 | +9% | -2.5% | ▲1 ▼15 | $17.9B | +4% |
| Next year · Dec 31, 2027 | $20.25 (18) | $18.87 – $21.46 | +9% | -5.4% | ▲1 ▼12 | $21.6B | +20% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.