NASDAQ$BHF

Brighthouse Financial Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Brighthouse Financial reported a significant turnaround in net income, driven by record life sales and capital efficiency improvements.

Brighthouse Financial achieved a strong rebound in Q4 2024, reporting net income of $646 million compared to a $942 million loss in Q4 2023. Revenue declined year-over-year, but adjusted earnings per share increased significantly. The company continued executing capital-efficient strategies, including share repurchases and expense management.

  • Net income turned positive, reaching $646 million from a $942 million loss last year.
  • Adjusted EPS rose to $5.88, up from $2.92 in Q4 2023.
  • Total revenue before adjustments was $2.27 billion.
  • Strong life insurance sales contributed to improved financial performance.

Headline financials

Total Revenue

$2.27B

Previous: $737M+208.0%
EPS (adj)

$5.88

Previous: $2.92+101.4%
Book Value Per Share

$55.60

Previous: $51.08+8.8%
Book Value ex AOCI

$145.63

Previous: $133.69+8.9%
Ending Common Shares Outstanding

58.6M

Previous: 63.5M-7.7%
Q4 Annuity Sales

$2.24B

No prior period
Q4 Life Sales

$33M

No prior period
Net Income

$646M

Previous: -$942M+168.6%
Operating Income

$304M

Previous: -$1.17B+125.9%

Revenue & EPS history

Brighthouse Financial · Revenue · Quarterly

$2.27B

Q4 2024+208%vs Q4 2023
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Revenue by segment

Brighthouse Financial · $2.06B total across 4 segments · Q3 2023

  • Net Investment Income
    $1.2B+37.1%
  • Universal Life & Policy Fees
    $542M-30.8%
  • Premiums
    $194M+19.8%
  • Other Revenues
    $125M+3.3%

Forward guidance

Brighthouse Financial plans to continue its focus on capital efficiency, annuity growth, and expense management while monitoring economic and market conditions.

Tailwinds

  • Expected continued growth in life insurance sales.
  • Maintaining strong capital levels with an estimated 400% RBC ratio.
  • Commitment to further share repurchases in 2025.
  • Focus on risk management to mitigate market volatility.
  • Ongoing operational improvements to enhance profitability.

Headwinds

  • Revenue decline in annuity sales impacting overall performance.
  • Market volatility could impact investment income and profitability.
  • Potential headwinds from economic uncertainty and interest rate changes.
  • Higher corporate expenses compared to Q3 2024.
  • Limited visibility on future derivative gains or losses due to market conditions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.6%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-2.5%

Avg return

30 days after

43%

16 / 37 earnings

Positive

+15.3%

Q4 2018

Best reaction

-11.5%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-2.4%+0.1%
Q4 2025-1.3%-4.1%-3.3%
Q3 2025+0.5%+0.2%-0.5%
Q1 2025-0.8%+2.3%+1.5%
Q4 2024+0.0%+6.2%-4.9%
Q3 2024-4.5%-0.8%-3.5%
Q2 2024-4.1%-7.2%-3.9%
Q1 2024-9.8%-10.0%-15.5%
Q4 2023-11.5%-9.6%-9.6%
Q3 2023-2.8%-2.3%+9.2%
Q2 2023-6.2%-7.5%-9.6%
Q1 2023-2.5%-7.2%+6.0%
Q4 2022-1.0%+2.2%-16.6%
Q3 2022-6.8%-2.7%-5.5%
Q2 2022+2.9%+6.9%+6.9%
Q1 2022-9.3%-12.1%-5.8%
Q4 2021-3.6%-3.1%-22.3%
Q3 2021+1.2%-2.3%-8.2%
Q2 2021+13.6%+12.3%+17.3%
Q1 2021-0.9%+1.0%-5.4%
Q4 2020-3.4%-4.7%+6.3%
Q3 2020+0.6%+19.0%+19.7%
Q2 2020+3.5%+8.4%+9.3%
Q1 2020-6.2%-7.1%+20.9%
Q4 2019+10.4%+10.5%-43.1%
Q3 2019+5.1%+5.0%-1.8%
Q2 2019+3.4%+0.5%+1.4%
Q1 2019-4.9%-6.8%-13.1%
Q4 2018+15.3%+18.9%+9.4%
Q3 2018+7.6%+1.6%-5.2%
Q2 2018-0.6%-8.7%-5.5%
Q1 2018+1.1%-3.3%-5.9%
Q4 2017-6.0%-0.3%-7.5%
Q3 2017+0.5%-1.6%+6.9%
Q2 2017+0.2%+0.2%-3.0%
Q1 2017+0.2%+0.2%-3.0%
Q4 2016+0.2%+2.3%-3.8%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro