Aon PLC vs Delta Air Lines, Inc. — how do they compare? Aon PLC trades at $357.49 (market cap $76.23B), while Delta Air Lines, Inc. trades at $86.9 (market cap $57.41B). The key difference: Aon PLC is the larger of the two by market cap, and Aon PLC pays the higher dividend (0.92%). Which is the better fit depends on your goals.
| AON | DAL | |
|---|---|---|
Market Cap | $76.23B | $57.41B |
Sector | Financials | Industrials |
52-Week High | $375.27 | $93.66 |
52-Week Low | $308.22 | $51.15 |
Enterprise Value | $90.29B | $72.73B |
Dividend Yield | 0.92% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
AON trades at $356.94, up 0.39% with a bullish technical outlook supported by moving averages. The company demonstrates strong fundamentals with Q1 2026 EPS of $6.48 beating expectations and revenue growth from $17.18B in 2025 to projected $17.5B in 2026. Net income margin improved to 22.54% with robust ROE of 46.82%. Recent news highlights dividend declarations and upcoming Q2 earnings.
AON presents a compelling investment case with consistent earnings beats, strong profitability metrics, and analyst consensus target of $399.67 offering 12% upside. Risks include elevated valuation multiples and debt levels, while institutional sentiment remains positive with 50% buy ratings. The stock's technical strength and fundamental growth support continued upward momentum.
Delta Air Lines (DAL) trades at $87.39, down 1.81% today, but maintains a bullish technical outlook with strong support at $86. The company reported Q2 2026 EPS of $2.45, beating estimates by 64%, driven by premium demand and World Cup traffic benefits. Revenue growth remains robust at 14% year-over-year, with a net income margin of 6.87%. Analysts are overwhelmingly bullish with an 82% buy rating and a $106.07 price target, implying 21% upside. Cash flow trends show consistent operational strength, with 2025 net cash flow at $1.08 billion.
DAL presents a compelling investment case with earnings momentum, reasonable valuation (P/E 14.49), and analyst confidence. Key risks include fuel cost volatility and competitive pricing pressure, but strong corporate travel demand and dividend growth support long-term value. The stock's current dip offers a potential entry point near technical support levels.
Trailing returns across standard periods
Latest headlines on both assets
Aon is a leading global provider of insurance and reinsurance brokerage and human resource solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in 120 countries around the world.
Read more on AON →Atlanta-based Delta Air Lines is one of the world's largest airlines, with a network of over 300 destinations in more than 50 countries. Delta operates a hub-and-spoke system network, where it gathers and distributes passengers across the globe through key locations such as Atlanta, New York, Salt Lake City, Detroit, Seattle, and Minneapolis-St. Paul. Delta's sale of frequent flier miles, particularly to American Express, is a major driver of the firm's profits.
Read more on DAL →