Aon PLC

Aon operates in two main segments: Risk Capital (insurance brokerage, reinsurance, specialty solutions, and captive management) and Human Capital (health benefits consulting, retirement planning, and workforce advisory services) [Yahoo Finance]. The company earns fees by acting as a middleman between businesses that need insurance coverage and the insurers who provide it, while also advising organizations on how to structure employee benefits, manage retirement plans, and transfer risk through reinsurance markets [Yahoo Finance].

Aon is a $69 billion global professional services firm that helps businesses manage risk, place insurance, and advise on employee benefits across 120+ countries [Yahoo Finance]. The company just beat Q1 2026 earnings expectations with revenue of $5 billion (up 6% year-over-year) and is launching a new digital trading platform called Aon DPX to modernize how insurance deals get done in the London Market [Yahoo Finance]. Revenue growth is slowing according to recent fund commentary, which has weighed on the stock—down 10.5% over the past year while the broader market rose 27% [Yahoo Finance].

Aon is profitable and cash-generative, but carries moderate leverage and shows signs of slowing organic growth [Yahoo Finance].