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Jun 30, 2022

Aflac Q2 2022 Earnings Report

Aflac reported second quarter net earnings, which included net investment gains, but were impacted by a weaker yen.

Key Takeaways

Aflac Incorporated reported second quarter results with total revenues of $5.4 billion and net earnings of $1.4 billion, or $2.16 per diluted share. Adjusted earnings were $939 million, or $1.46 per diluted share. The results were impacted by the weaker yen/dollar exchange rate.

Total revenues were $5.4 billion in the second quarter of 2022, compared with $5.6 billion in the second quarter of 2021.

Net earnings were $1.4 billion, or $2.16 per diluted share, compared with $1.1 billion, or $1.62 per diluted share a year ago.

Adjusted earnings in the second quarter were $939 million, compared with $1.1 billion in the second quarter of 2021, reflecting a decrease of 13.1%.

Aflac Japan's net earned premiums were down 4.2% in yen terms, while Aflac U.S. net earned premiums declined 1.0%.

Total Revenue
$5.4B
Previous year: $5.56B
-2.9%
EPS
$1.46
Previous year: $1.59
-8.2%
Gross Profit
$5.4B
Previous year: $5.56B
-2.9%
Cash and Equivalents
$121B
Previous year: $147B
-17.2%
Total Assets
$136B
Previous year: $161B
-16.0%

Aflac

Aflac

Aflac Revenue by Segment

Forward Guidance

Aflac expects stronger sales in the second half of the year in Japan, assuming pandemic conditions subside, productivity continues to improve at Japan Post, and they execute on their product introduction and refreshment plans. They continue to work toward reinforcing their position and generating stronger sales for the year in the U.S., while keeping an eye on potential headwinds.

Positive Outlook

  • Company generated solid earnings for the first six months.
  • Supported in part by the continuation of low benefit ratios associated with pandemic conditions.
  • Supported in part by better-than-expected returns from alternative investments, despite the weakening yen.
  • Continued momentum in core voluntary business in the U.S.
  • Contribution from newly acquired growth platforms of dental, vision, and group benefits in the U.S.

Challenges Ahead

  • Weaker yen.
  • Sales were constrained in Japan as they continued to operate in evolving pandemic conditions.
  • This impacted their ability to meet face-to-face with customers in Japan, which continues to be key to a recovery in sales.
  • Keeping an eye on potential headwinds in the U.S.
  • Remaining in a defensive position as they monitor evolving economic conditions.