Greg Case
Chief Executive Officer, Aon PLC
Replay available
Aon PLC (AON) Q1 2026 Earnings Call
Aon PLC (NYSE: AON) Q1 2026 earnings conference call, held 2026-05-01. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-63cb-7453-a29c-47651be52c8e Created: 2026-08-27T08:34:43.312Z Duration: 2893.0613 Channels: 1 00:00:00.000 -- 00:00:02.800 Q1 twenty twenty six retention remains strong in 00:00:02.800 -- 00:00:05.839 the mid-90s, improving 20 basis points over last 00:00:05.839 -- 00:00:06.480 year, 00:00:07.040 -- 00:00:09.839 led by commercial risk and reinsurance 00:00:10.160 -- 00:00:13.519 as deeper enterprise client group engagement 00:00:13.195 -- 00:00:17.195 and ABS driven insights enhance client value and 00:00:17.195 -- 00:00:18.555 relationship depth. 00:00:19.595 -- 00:00:22.955 Net new business contributed five points to organic 00:00:22.955 -- 00:00:24.395 revenue growth in the quarter. 00:00:25.115 -- 00:00:27.675 Net market impact, which captures the impact of 00:00:27.675 -- 00:00:28.794 rate and exposure, 00:00:29.170 -- 00:00:32.369 contributed one point to organic revenue growth and 00:00:32.369 -- 00:00:35.170 was delivered in line with estimates despite a 00:00:35.170 -- 00:00:37.730 softer pricing environment in P and C and 00:00:37.730 -- 00:00:38.690 reinsurance. 00:00:39.489 -- 00:00:41.650 Rate driven pressure in reinsurance 00:00:41.650 -- 00:00:45.170 following oneone renewals was offset with higher limit 00:00:44.805 -- 00:00:47.685 and expanded coverage in commercial risk, 00:00:48.085 -- 00:00:49.845 further reinforcing 00:00:50.565 -- 00:00:53.925 that growth is primarily driven by business 00:00:54.325 -- 00:00:56.485 investment and client demand 00:00:57.045 -- 00:01:00.085 and remains largely uncorrelated 00:01:00.380 -- 00:01:02.059 with pricing cycles. 00:01:02.860 -- 00:01:04.939 And one final point on revenue. 00:01:05.340 -- 00:01:08.860 First quarter fiduciary investment in...