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Dec 31, 2022

Aflac Q4 2022 Earnings Report

Aflac reported a decrease in net earnings for Q4 2022, impacted by foreign exchange-related net investment losses.

Key Takeaways

Aflac's Q4 2022 total revenues were $4.0 billion, compared to $5.4 billion in Q4 2021. Net earnings were $185 million, or $0.30 per diluted share, compared to $1.0 billion, or $1.57 per diluted share a year ago. Adjusted earnings were $806 million, compared to $850 million in Q4 2021. Adjusted earnings per diluted share increased 0.8% to $1.29 in the quarter.

Total revenues for Q4 2022 were $4.0 billion, a decrease from $5.4 billion in Q4 2021.

Net earnings for Q4 2022 were $185 million, or $0.30 per diluted share, a significant decrease from $1.0 billion, or $1.57 per diluted share a year ago, mainly due to foreign exchange-related net investment losses.

Adjusted earnings for Q4 2022 were $806 million, a decrease of 5.2% from $850 million in Q4 2021.

Aflac U.S. sales increased 17.4% in the quarter, while Aflac Japan sales increased 11.4%.

Total Revenue
$4.01B
Previous year: $5.43B
-26.2%
EPS
$1.29
Previous year: $1.28
+0.8%
Gross Profit
$3.67B
Previous year: $5.43B
-32.4%
Cash and Equivalents
$117B
Previous year: $5.05B
+2224.2%
Total Assets
$131B
Previous year: $158B
-16.8%

Aflac

Aflac

Aflac Revenue by Segment

Aflac Revenue by Geographic Location

Forward Guidance

Aflac is encouraged by the sales increase of 11.4% in the fourth quarter in Japan and 17.4% in the U.S., reflecting a new cancer product launch and first sector product updates. The company is committed to prudent liquidity and capital management and continues to generate strong investment results while remaining in a defensive position as it monitors evolving economic conditions.

Positive Outlook

  • Aflac is encouraged by the sales increase of 11.4% in the fourth quarter in Japan.
  • Aflac is pleased with the 17.4% sales increase in the fourth quarter in the U.S.
  • The company is committed to prudent liquidity and capital management.
  • Aflac continues to generate strong investment results.
  • The company remains in a defensive position as it monitors evolving economic conditions.

Challenges Ahead

  • Pandemic conditions in Japan are gradually improving, but impacted operations throughout the year.
  • The weaker yen/dollar exchange rate negatively impacted adjusted earnings per share.
  • The decline in the portfolio is principally driven by the weaker yen and higher interest rates.
  • Net earnings in the fourth quarter of 2022 included net investment losses of $521 million.
  • Adjusted earnings included a variable investment income loss of $21 million from alternative investments.