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Jun 30, 2024

Aflac Q2 2024 Earnings Report

Aflac's Q2 2024 performance reflected solid earnings, driven by growth in the U.S. and Japan, with strategic focus on new products and distribution.

Key Takeaways

Aflac Incorporated reported a total revenue of $5.1 billion and net earnings of $1.8 billion, or $3.10 per diluted share, for the second quarter of 2024. Adjusted earnings were $1.0 billion, or $1.83 per diluted share, representing an 8.5% increase. The company declared a third quarter dividend of $0.50 per share and repurchased $800 million of its common shares.

Total revenues reached $5.1 billion, slightly lower than the $5.2 billion reported in Q2 2023.

Net earnings increased to $1.8 billion, or $3.10 per diluted share, compared to $1.6 billion, or $2.71 per diluted share, year-over-year.

Adjusted earnings rose by 8.5% to $1.0 billion, with adjusted earnings per diluted share increasing by 15.8% to $1.83.

Aflac Japan's total new annualized premium sales increased by 4.5%, while Aflac U.S. sales increased by 2.0%.

Total Revenue
$5.14B
Previous year: $5.17B
-0.7%
EPS
$1.83
Previous year: $1.58
+15.8%
Gross Profit
$5.14B
Previous year: $5.17B
-0.7%
Cash and Equivalents
$108B
Previous year: $116B
-7.6%
Total Assets
$120B
Previous year: $131B
-8.0%

Aflac

Aflac

Forward Guidance

Aflac is focused on generating profitable growth in the U.S. and Japan with new products and distribution strategies, aiming to create long-term value for shareholders.

Positive Outlook

  • Continued focus on third sector products in Japan, targeting new and younger customers.
  • Initial positive introduction of a new life insurance product with asset formation and nursing care options.
  • Sales increase driven by new product introduction and sales campaigns.
  • 2% sales growth achieved in the U.S., with focus on more profitable growth through underwriting discipline.
  • Strong net investment income with minimal losses and impairments.

Challenges Ahead

  • Difficult conditions in global capital markets and the economy, including inflation.
  • Global fluctuations in interest rates and exposure to significant interest rate risk.
  • Foreign currency fluctuations in the yen/dollar exchange rate.
  • Extensive regulation and changes in law or regulation by governmental authorities.
  • Catastrophic events, including climate change, epidemics, and war.