AONHIGH SIGNALFINANCIAL10-K

AON reported extraordinary revenue growth of 358.5% to $10.8B, likely driven by a major acquisition or significant business expansion, accompanied by substantial increases in share buybacks and stockholders' equity.

The massive revenue jump from $2.3B to $10.8B represents a transformational change in AON's business scale, yet net income grew at a much more modest 39.2%, suggesting either integration costs or lower-margin business acquisition. The company's aggressive share buyback program nearly doubled to $2.4B while simultaneously reducing total debt by 10.4%, indicating strong cash generation and disciplined capital allocation.

Comparing 2026-02-13 vs 2025-02-18View on EDGAR →
FINANCIAL ANALYSIS

AON underwent a dramatic business transformation with revenue surging 358.5% while profitability metrics grew more modestly (net income +39.2%, operating income +13.3%), suggesting significant scale expansion through acquisition or merger. The company strengthened its balance sheet with stockholders' equity increasing 52.8% to $9.4B and total debt declining 10.4% to $15.2B, while nearly doubling share buybacks to $2.4B. The overall picture signals a major corporate development that significantly expanded AON's business footprint while maintaining financial discipline through debt reduction and aggressive capital returns to shareholders.

FINANCIAL STATEMENT CHANGES
Revenue
P&L
+358.5%
$2.3B$10.8B

Strong top-line growth of 358.5% — accelerating demand or successful expansion into new markets.

Share Buybacks
Cash Flow
+90.9%
$1.3B$2.4B

Share repurchases increased 90.9% — management returning capital, signals confidence in intrinsic value.

Stockholders Equity
Balance Sheet
+52.8%
$6.1B$9.4B

Equity base grew 52.8% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Net Income
P&L
+39.2%
$2.7B$3.7B

Net income grew 39.2% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
+20.6%
$218.0M$263.0M

Capex increased 20.6% — ongoing investment in capacity or infrastructure for future growth.

Operating Cash Flow
Cash Flow
+14.7%
$3.0B$3.5B

Operating cash flow grew 14.7% — strong conversion of earnings to cash, healthy business fundamentals.

Operating Income
P&L
+13.3%
$3.8B$4.3B

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Accounts Receivable
Balance Sheet
+10.7%
$3.8B$4.2B

Receivables grew 10.7% — monitor days sales outstanding for collection efficiency.

Total Debt
Balance Sheet
-10.4%
$17.0B$15.2B

Debt reduced 10.4% — deleveraging strengthens balance sheet and reduces financial risk.

Cash & Equivalents
Balance Sheet
+10.1%
$1.1B$1.2B

Cash grew 10.1% — improving liquidity position supports investment and shareholder returns.

LANGUAGE CHANGES
NEW — 2026-02-13
PRIOR — 2025-02-18
ADDED
Number of the registrant s Class A Ordinary Shares of Aon plc, $0.01 nominal value, outstanding as of February 12, 2026: 214,254,496 .
European Union FCA Financial Conduct Authority FINRA Financial Industry Regulatory Authority GAAP U.S.
Business OVERVIEW Aon plc (which may be referred to as Aon, the Company, we, us, or our ) is a leading global professional services firm.
Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise and locally relevant solutions, our colleagues provide clients with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.
With clients around the world facing growing uncertainty and volatility, we remain focused on accelerating our Aon United strategy to serve clients as one globally connected firm and driving innovation to address unmet and evolving client need.
+7 more — sign up free →
REMOVED
Number of the registrant s Class A Ordinary Shares of Aon plc, $0.01 nominal value, outstanding as of February 14, 2025: 216,001,106 .
Business OVERVIEW Aon plc (which may be referred to as Aon, the Company, we, us, or our ) is a leading global professional services firm providing a broad range of Risk Capital and Human Capital solutions.
Through our experience, global reach, and comprehensive analytics, we help clients meet rapidly changing, increasingly complex, and interconnected challenges related to risk and people.
We are committed to accelerating innovation to address unmet and evolving client needs so that our clients are better informed, better advised, and able to make better decisions to protect and grow their business.
Management remains focused on strengthening Aon and uniting the firm through its Aon United strategy, with capabilities delivered through Risk Capital and Human Capital and enabled by data and analytics to deliver additional insight, connectivity, and efficiency.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →