NYSE$AFL

Aflac Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Aflac's first quarter results were announced, reporting net earnings of $1.0 billion and declaring a second quarter cash dividend.

Aflac Incorporated reported first quarter net earnings of $1.0 billion, or $1.58 per diluted share. Total revenues were $5.3 billion, compared to $5.9 billion in the same quarter of the previous year. Adjusted earnings were $927 million, or $1.42 per diluted share, a decrease of 12.4%.

  • Total revenues were $5.3 billion, a decrease from $5.9 billion in the first quarter of 2021.
  • Net earnings were $1.0 billion, or $1.58 per diluted share, compared to $1.3 billion, or $1.87 per diluted share a year ago.
  • Adjusted earnings were $927 million, a decrease of 12.4% from $1.1 billion in the first quarter of 2021.
  • Aflac U.S. sales increased 19.0% reflecting continued improvement in pandemic conditions and investment in growth initiatives.

Headline financials

Total Revenue

$5.27B

Previous: $5.87B-10.2%
EPS (adj)

$1.42

Previous: $1.53-7.2%
Free Cash Flow

$1.03B

Previous: $1.29B-20.2%
Net Income

$1.03B

Previous: $1.29B-20.2%
Operating Income

$1.14B

Previous: $1.31B-12.5%
Gross Profit

$2.46B

Previous: $2.82B-12.8%
Cash & Equivalents

$4.28B

Previous: $143B-97.0%
Total Assets

$147B

Previous: $158B-7.0%

Revenue & EPS history

Aflac · Revenue · Quarterly

$5.27B

Q1 2022-10.2%vs Q1 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Aflac · $5.07B total across 3 segments · Q1 2022

  • Aflac Japan Revenue
    $3.4B
  • Aflac U.S. Revenue
    $1.6B
  • Corporate and Other Revenue
    $74M-10.8%

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 product introductions. In the U.S., they continue to work toward reinforcing their position and generating stronger sales for the year, while keeping an eye on potential headwinds.

Tailwinds

  • Stronger sales expected in Japan in the second half of the year.
  • Pandemic conditions are expected to subside.
  • Productivity is expected to improve at Japan Post.
  • Execution on product introduction and refreshment plans.
  • Continued momentum in the core voluntary business in the U.S.

Headwinds

  • Potential headwinds in the U.S.
  • Evolving pandemic conditions.
  • Various states of emergency were in effect through mid-March.
  • Impacted ability to meet face-to-face with customers.
  • Weaker yen

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 Q1 2022

Historical avgQ1 2022

+0.6%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+1.7%

Avg return

30 days after

63%

46 / 73 earnings

Positive

+9.4%

Q1 2012

Best reaction

-11.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%-1.5%-3.3%
Q4 2025+3.4%+2.0%-2.1%
Q3 2025+2.3%+4.4%+0.4%
Q2 2025+3.4%+5.3%+8.1%
Q1 2025-4.7%-2.6%-4.7%
Q4 2024-3.9%-4.0%+1.0%
Q3 2024-4.7%-5.0%+3.6%
Q2 2024+6.6%+1.9%+15.7%
Q1 2024+0.5%+1.3%+7.4%
Q4 2023-11.1%-11.0%-6.2%
Q3 2023+4.6%+4.2%+5.8%
Q2 2023+5.4%+6.2%+3.1%
Q1 2023+5.6%+7.0%-1.9%
Q4 2022-6.3%-5.3%-6.9%
Q3 2022+3.1%+3.7%+11.0%
Q2 2022+2.5%+3.7%+3.7%
Q1 2022-2.5%-5.7%-0.6%
Q4 2021+1.4%+3.8%-4.4%
Q3 2021-3.1%-4.0%-2.7%
Q2 2021+3.4%+1.7%+6.1%
Q1 2021+1.3%+1.8%+5.9%
Q4 2020-1.2%-0.1%+7.9%
Q3 2020-7.1%-7.7%+24.0%
Q2 2020+0.2%-2.4%+1.2%
Q1 2020-1.5%-5.4%-3.5%
Q4 2019+2.4%+1.8%-20.1%
Q3 2019+1.5%+2.1%+2.9%
Q2 2019-0.1%-1.9%-10.3%
Q1 2019+1.3%+3.0%+6.4%
Q4 2018+1.2%+1.8%+3.8%
Q3 2018-4.7%-4.5%+0.5%
Q2 2018+5.8%+6.3%+6.6%
Q1 2018+1.1%+0.9%+0.4%
Q4 2017+1.3%-2.7%-1.2%
Q3 2017-1.1%-0.9%+0.5%
Q2 2017+2.6%+4.6%+4.6%
Q1 2017+0.1%+0.3%+0.1%
Q4 2016-4.5%-2.5%+2.6%
Q3 2016-1.8%-2.0%+2.8%
Q2 2016-1.5%-2.4%-0.8%
Q1 2016+2.1%
Q4 2015-1.2%
Q3 2015+0.7%
Q2 2015+4.9%
Q1 2015-0.2%
Q4 2014+4.3%
Q3 2014+1.9%
Q2 2014-3.6%
Q1 2014+1.4%
Q4 2013+1.7%
Q3 2013-2.2%
Q2 2013+1.1%
Q1 2013+3.7%
Q4 2012-3.2%
Q3 2012-1.5%
Q4 2011+4.2%
Q2 2012-2.7%
Q1 2012+9.4%
Q3 2011-0.1%
Q2 2011-10.8%
Q1 2011+1.9%
Q4 2010+2.9%
Q3 2010-1.2%
Q2 2010+0.3%
Q1 2009+7.5%
Q1 2010+1.8%
Q4 2007+1.7%
Q4 2009+1.7%
Q3 2009+3.1%
Q3 2008+3.1%
Q2 2008+2.9%
Q4 2008+2.9%
Q2 2009+2.9%

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