AON

Aon plc is set to report Q3 2026 results on Oct. 28 with expected EPS of $3.34 and revenues of $4.08B. While Commercial Risk, Health, and Reinsurance segments show growth potential, an earnings beat is uncertain due to negative Earnings ESP (-0.80%) and Zacks Rank #4 (Sell). High operating expenses exceeding $3.2B and a significant 16.1% revenue decline in Wealth Solutions due to weak U.S. advisory demand are headwinds.

Aon is expected to report Q3 2026 earnings of $3.34 per share with 2% revenue growth, but faces headwinds with a negative Earnings ESP of -0.80% and Zacks Rank #4, making an earnings beat unlikely. In contrast, peer Brown & Brown shows stronger prospects with a positive Earnings ESP of +1.62% and Zacks Rank #3, suggesting it is more likely to beat consensus estimates.

Aon and the European Bank for Reconstruction and Development have expanded their Ukraine Recovery and Reconstruction Guarantee Facility, increasing guarantee capacity to €150 million from €110 million. The program has facilitated over €500 million in reinsurance coverage through nearly 10,000 policies and now includes additional local insurers and expanded coverage for gas assets and temporary warehouse inventory.

Willis Towers Watson (WTW) reported solid Q2 organic growth across all segments, with R&B at 7%, HWC at 4%, and Insurance Consulting and Technology at 6%. The company's Propel AI initiative targets $400 million in annualized savings by 2028, supporting its 30% operating margin goal.

Trading at a discount to industry peers with a forward P/E of 13.47X, WTW shows strong fundamentals including 66% year-over-year free cash flow growth and planned $1 billion in share repurchases. Analysts project 15.9% EPS growth for 2026 with an average price target suggesting 25.7% upside.