Aon Details a Powerful Platform for Growth at 2025 Investor Day

Rhea-AI Summary

Aon plc is hosting its first Investor Day in nearly 20 years, where CEO Greg Case and senior executives will present the company's Aon United strategy and 3x3 Plan. The company emphasizes its transformation into a client-centric model addressing Risk Capital and Human Capital needs. Management reaffirms 2025 financial guidance and commits to delivering double-digit free cash flow CAGR during the 2023-2026 3x3 Plan period. The company projects sustainable mid-single digit or greater organic revenue growth, enhanced earnings power, and double-digit free cash flow growth. The event will be broadcast live via webcast starting at 8:30 a.m. ET, with materials available on Aon's Investor Relations website.

Positive

• Commitment to double-digit free cash flow CAGR for 2023-2026 period
• Projected sustainable mid-single digit or higher organic revenue growth
• Enhanced earnings power expected
• Reaffirmation of 2025 financial guidance across all key metrics

Negative

• None.

DUBLIN, June 9, 2025 /PRNewswire/ -- Aon plc (NYSE: AON) is hosting its 2025 Investor Day today, beginning at 8:30 a.m. ET.

During the event, Aon President and CEO Greg Case, CFO Edmund Reese and the senior executives leading the firm's 3x3 Plan will share how Aon United is a unique and powerful asset that is addressing clients' increasingly complex needs at the intersection of Risk Capital and Human Capital—driving sustainable, profitable growth and shareholder value creation.

"We're excited to host our first Investor Day in nearly 20 years — an important opportunity to showcase the extraordinary progress we've made in advancing our Aon United strategy," said Case. "By structurally changing our model to put clients at the center of everything we do, we've built a truly differentiated platform — Aon United — that is delivering the next generation of client service. As a result, we have a Powerful Platform for Growth and have great confidence in our ability to drive sustainable, mid-single digit or greater organic revenue growth with enhanced earnings power and double-digit free cash flow growth, translating to significant long-term shareholder value creation."

At Investor Day, management will also reaffirm the firm's 2025 guidance across all key financial metrics, as well as its commitment to delivering a double-digit free cash flow CAGR over the 2023-2026 3x3 Plan period. 

Webcast and Materials
Aon will broadcast its 2025 Investor Day live via webcast beginning at 8:30 a.m. ET. The live webcast, presentation materials and a replay of the event will be made available at Aon's Investor Relations website.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

Safe Harbor Statement
This communication contains certain statements related to future results, or states Aon's intentions, beliefs and expectations or predictions for the future, all of which are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from either historical or anticipated results depending on a variety of factors. These forward-looking statements include information about possible or assumed future results of Aon's operations. All statements, other than statements of historical facts, that address activities, events or developments that Aon expects or anticipates may occur in the future, including such things as our outlook, market and industry conditions, the development and performance of our services and products, changes to the composition or level of our revenues, cash flow and liquidity, business strategies, competitive strengths, goals, the benefits of new initiatives, growth of our business and operations, plans, and references to future successes are forward-looking statements. Also, when Aon uses words such as "anticipate", "believe", "continue", "could", "estimate", "expect", "forecast", "intend", "looking forward", "may", "might", "plan", "potential", "opportunity", "commit", "probably", "project", "positioned", "should", "will", "would" or similar expressions, it is making forward-looking statements.

The following factors, among others, could cause actual results to differ from those set forth in or anticipated by the forward looking statements: changes in the competitive environment, due to macroeconomic conditions (including impacts from instability in the banking or commercial real estate sectors) or otherwise, or damage to Aon's reputation; fluctuations in currency exchange, interest, or inflation rates that could impact our financial condition or results; changes in global equity and fixed income markets that could affect the return on invested assets; changes in the funded status of Aon's various defined benefit pension plans and the impact of any increased pension funding resulting from those changes; the level of Aon's debt and the terms thereof reducing Aon's flexibility or increasing borrowing costs; rating agency actions that could limit Aon's access to capital and our competitive position; volatility in Aon's global tax rate due to being subject to a variety of different factors, including the adoption and implementation in the European Union, the United States, the United Kingdom, or other countries of the Organization for Economic Co-operation and Development tax proposals or other pending proposals in those and other countries, which could create volatility in that tax rate; changes in Aon's accounting estimates or assumptions on Aon's financial statements; limits on Aon's subsidiaries' ability to pay dividends or otherwise make payments to Aon; the impact of legal proceedings and other contingencies, including those arising from acquisition or disposition transactions, errors and omissions and other claims against Aon (including proceeding and contingencies relating to transactions for which capital was arranged by Vesttoo Ltd. or related to actions we may take in being responsible for making decisions on behalf of clients in our investment business or in other advisory services that we currently provide, or may provide in the future); the impact of, and potential challenges in complying with, laws and regulations in the jurisdictions in which Aon operates, particularly given the global nature of Aon's operations and the possibility of differing or conflicting laws and regulations, or the application or interpretation thereof, across jurisdictions in which Aon does business; the impact of any regulatory investigations brought in Ireland, the U.K., the U.S. and other countries; failure to protect intellectual property rights or allegations that Aon infringes on the intellectual property rights of others; general economic and political conditions in different countries in which Aon does business around the world; the failure to retain, attract and develop experienced and qualified personnel; international risks associated with our global operations, including geopolitical conflicts, tariffs, or changes in trade policies; the effects of natural or human-caused disasters, including the effects of health pandemics and the impacts of climate related events; any system or network disruption or breach resulting in operational interruption or improper disclosure of confidential, personal, or proprietary data, and resulting liabilities or damage to our reputation; Aon's ability to develop, implement, update and enhance new technology; the actions taken by third parties that perform aspects of Aon's business operations and client services; Aon's ability to continue, and the costs and risks associated with, growing, developing and integrating acquired business, and entering into new lines of business or products; Aon's ability to secure regulatory approval and complete transactions, and the costs and risks associated with the failure to consummate proposed transactions; changes in commercial property and casualty markets, commercial premium rates or methods of compensation; Aon's ability to develop and implement innovative growth strategies and initiatives intended to yield cost savings (including the Accelerating Aon United Program), and the ability to achieve such growth or cost savings; the effects of Irish law on Aon's operating flexibility and the enforcement of judgments against Aon; adverse effects on the market price of Aon's securities and/or operating results for any reason, including, without limitation, because of a failure to realize the expected benefits of the acquisition of NFP (including anticipated revenue and growth synergies) in the expected timeframe, or at all; and significant integration costs or difficulties in connection with the acquisition of NFP or unknown or inestimable liabilities.

Any or all of Aon's forward-looking statements may turn out to be inaccurate, and there are no guarantees about Aon's performance. The factors identified above are not exhaustive. Aon and its subsidiaries operate in a dynamic business environment in which new risks may emerge frequently. Accordingly, you should not place undue reliance on forward-looking statements, which speak only as of the dates on which they are made. In addition, results for prior periods are not necessarily indicative of results that may be expected for any future period. Further information concerning Aon and its businesses, including factors that could materially affect Aon's financial results, is contained in Aon's filings with the SEC. See Aon's Annual Report on Form 10-K for the year ended December 31, 2024 for a further discussion of these and other risks and uncertainties applicable to Aon and its businesses. These factors may be revised or supplemented in subsequent reports filed with the SEC. Aon is not under, and expressly disclaims, any obligation to update or alter any forward-looking statement that it may make from time to time, whether as a result of new information, future events or otherwise

Explanation of Non-GAAP Measures
This communication includes supplemental information not calculated in accordance with generally accepted accounting principles in the United States ("U.S. GAAP"), including Organic revenue growth and free cash flow. Organic revenue growth includes the impact of intercompany activity and excludes foreign exchange rate changes, acquisitions (provided that Organic revenue growth includes Organic growth of an acquired business as calculated assuming that the acquired business was part of the combined company for the same proportion of the relevant prior year period), divestitures (including held for sale disposal groups, if any), transfers between revenue lines, fiduciary investment income, and gains or losses on derivatives accounted for as hedges. Currency impact represents the effect on prior year period results if they were translated at current period foreign exchange rates. Free cash flow is cash flows from operating activity less capital expenditures. Management believes that these measures are important to make meaningful period-to-period comparisons and that this supplemental information is helpful to investors. Management also uses these measures to assess operating performance and performance for compensation. Non-GAAP measures should be viewed in addition to, not in lieu of, Aon's Condensed Consolidated Financial Statements. Industry peers provide similar supplemental information regarding their performance, although they may not make identical adjustments. Aon does not provide a reconciliation of forward-looking non-GAAP measures where Aon believes such a reconciliation would imply a degree of precision and certainty that could be misleading and is unable to reasonably predict certain items contained in the corresponding GAAP measures without unreasonable efforts. This is due to the inherent difficulty of forecasting the timing or amount of various items that have not yet occurred and are out of the Aon's control, or cannot be reasonably predicted. For these reasons, Aon is also unable to address the probable significance of the unavailable information.

Investor Contact
Nicole Hendry
investor.relations@aon.com 
+1 847 442 0622

Media Contact
Will Dunn
mediainquiries@aon.com
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

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SOURCE Aon plc

FAQ

What are the key financial targets announced at Aon's 2025 Investor Day?

Aon announced targets including mid-single digit or greater organic revenue growth, enhanced earnings power, double-digit free cash flow growth, and reaffirmed its 2025 guidance across all key financial metrics.

What is Aon's 3x3 Plan discussed at the 2025 Investor Day?

The 3x3 Plan is Aon's strategic initiative for 2023-2026, focusing on delivering double-digit free cash flow CAGR and sustainable growth through their Aon United platform.

How does Aon's United strategy impact its business model?

Aon United represents a structural change to a client-centric model that addresses complex needs at the intersection of Risk Capital and Human Capital, aimed at delivering enhanced client service.

When was Aon's last Investor Day before 2025?

According to CEO Greg Case, this is Aon's first Investor Day in nearly 20 years.

What is AON's projected free cash flow growth for 2023-2026?

Aon commits to delivering double-digit free cash flow CAGR over the 2023-2026 period as part of their 3x3 Plan.