Early Access

10-QPeriod: Q1 FY2021

AFLAC INC Quarterly Report for Q1 Ended Mar 31, 2021

Filed April 29, 2021For Securities:AFL

Summary

Aflac Incorporated (AFL) reported a strong first quarter for 2021, with net earnings more than doubling to $1.3 billion ($1.87 per diluted share) compared to $566 million ($.78 per diluted share) in the prior year. This significant increase was primarily driven by a substantial rebound in net investment gains, which swung from a loss of $463 million in Q1 2020 to a gain of $307 million in Q1 2021. The company's total revenues also saw a healthy increase, reaching $5.9 billion, up from $5.2 billion in the year-ago quarter. The "adjusted earnings," a non-GAAP measure used by management to assess underlying business performance, also showed improvement, increasing to $1.05 billion ($1.53 per diluted share) from $882 million ($1.21 per diluted share) in Q1 2020. Both Aflac Japan and Aflac U.S. segments contributed to the results, with Aflac Japan's "pretax adjusted earnings" growing slightly to $887 million, and Aflac U.S. seeing a notable increase in "pretax adjusted earnings" to $445 million. The company also continued its capital return program, repurchasing $650 million of its common stock during the quarter.

Financial Statements
Beta
Revenue$5.87B
SG&A Expenses$832.00M
Operating Expenses$1.53B
Operating Income$1.31B
Interest Expense$62.00M
Net Income$1.29B
EPS (Basic)$1.88
EPS (Diluted)$1.87
Shares Outstanding (Basic)688.94M
Shares Outstanding (Diluted)691.94M

Key Highlights

  • 1Net earnings increased significantly to $1.3 billion in Q1 2021 from $566 million in Q1 2020, primarily due to higher net investment gains.
  • 2Adjusted earnings, a key performance metric for management, rose to $1.05 billion ($1.53 per diluted share) from $882 million ($1.21 per diluted share) in the prior year.
  • 3Total revenues increased to $5.9 billion in Q1 2021 from $5.2 billion in Q1 2020.
  • 4Aflac Japan's pretax adjusted earnings were $887 million, a slight increase from $855 million in the prior year, driven by higher adjusted net investment income.
  • 5Aflac U.S. pretax adjusted earnings saw a substantial increase to $445 million from $326 million in the prior year, primarily due to lower benefit ratios.
  • 6The company repurchased $650 million of its common stock in the first quarter of 2021, demonstrating a commitment to returning capital to shareholders.
  • 7Shareholders' equity increased to $32.1 billion at March 31, 2021, from $26.4 billion at March 31, 2020, with a significant portion attributed to unrealized gains on investment securities.

Frequently Asked Questions