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10-QPeriod: Q2 FY2013

Aon plc Quarterly Report for Q2 Ended Jun 30, 2013

Filed July 26, 2013For Securities:AON

Summary

Aon plc's Q2 2013 10-Q filing reveals a 3% increase in total revenue to $2.9 billion, driven by organic growth in both Risk Solutions (3%) and HR Solutions (2%). While net income attributable to Aon shareholders saw a slight decrease of 2% to $241 million for the quarter, year-to-date net income increased by 4% to $502 million. The company highlighted strong cash flow from operations, which increased by 44% year-over-year to $387 million for the first six months. Significant restructuring charges related to the Aon Hewitt plan continued, with the company finalizing additional actions and expecting cumulative costs of $411 million. Despite some headwinds like economic weakness in Europe and pricing pressures in benefits administration, Aon maintained a robust balance sheet and financial flexibility, with substantial capacity for share repurchases and debt management.

Financial Statements
Beta
Revenue$2.90B
Operating Expenses$2.52B
Operating Income$382.00M
Interest Expense$48.00M
Net Income$241.00M
EPS (Basic)$0.77
EPS (Diluted)$0.76
Shares Outstanding (Basic)313.70M
Shares Outstanding (Diluted)317.10M

Key Highlights

  • 1Total revenue increased by 3% to $2.9 billion for the quarter, driven by 3% organic revenue growth in Risk Solutions and 2% in HR Solutions.
  • 2Net income attributable to Aon shareholders was $241 million for the quarter, a slight decrease of 2% year-over-year, but year-to-date net income increased by 4% to $502 million.
  • 3Operating income from continuing operations for the quarter was $382 million, a decrease of 3% from the prior year, reflecting increased operating expenses.
  • 4Cash flow from operating activities significantly improved, increasing by 44% to $387 million for the first six months of 2013 compared to the same period in 2012.
  • 5The company continued its restructuring efforts under the Aon Hewitt Plan, incurring $53 million in charges during the quarter and noting total expected costs of $411 million.
  • 6Aon repurchased approximately 3.5 million shares for $225 million in the second quarter of 2013 as part of its $5 billion share repurchase program.
  • 7The company maintained strong liquidity with $573 million in cash and short-term investments and an undrawn $1.2 billion credit facility.

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