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Mar 31, 2024

Aflac Q1 2024 Earnings Report

Aflac reported first quarter results with net earnings of $1.9 billion and adjusted earnings of $961 million.

Key Takeaways

Aflac Incorporated reported a strong first quarter, with total revenues of $5.4 billion and net earnings of $1.9 billion, or $3.25 per diluted share. Adjusted earnings were $961 million, or $1.66 per diluted share. The company saw growth in both Aflac U.S. and Japan, and deployed $750 million in capital to repurchase 9.3 million common shares.

Total revenues increased to $5.4 billion, up from $4.8 billion in the first quarter of 2023.

Net earnings reached $1.9 billion, or $3.25 per diluted share, compared to $1.2 billion, or $1.94 per diluted share in the prior year.

Adjusted earnings increased slightly to $961 million, up 0.8% from $953 million in the first quarter of 2023.

Aflac deployed $750 million to repurchase 9.3 million of its common shares.

Total Revenue
$5.44B
Previous year: $4.8B
+13.3%
EPS
$1.66
Previous year: $1.55
+7.1%
Gross Profit
$5.44B
Previous year: $4.8B
+13.3%
Cash and Equivalents
$5.1B
Previous year: $121B
-95.8%
Total Assets
$125B
Previous year: $135B
-7.6%

Aflac

Aflac

Aflac Revenue by Segment

Forward Guidance

Aflac is focused on driving profitable growth in the U.S. and Japan with new products and distribution strategies, maintaining disciplined underwriting and expense management in Japan, and focusing on more profitable growth in the U.S. by exercising stronger underwriting discipline.

Positive Outlook

  • Continued focus on driving profitable growth in the U.S. and Japan.
  • Disciplined underwriting and expense management in Japan to drive strong pretax profit margins.
  • Sales campaigns around the 50th anniversary in Japan expected to improve sales.
  • Focus on more profitable growth in the U.S. through stronger underwriting discipline.
  • Commitment to extending the track record of 41 consecutive years of dividend growth.

Challenges Ahead

  • Difficult conditions in global capital markets and the economy, including inflation.
  • Defaults and credit downgrades of investments.
  • Global fluctuations in interest rates and exposure to significant interest rate risk.
  • Concentration of business in Japan.
  • Limited availability of acceptable yen-denominated investments.