Aflac reports Q3 2026 revenue miss and mixed earnings results
Aflac posted third‑quarter 2026 revenue of $3.27 billion, falling 25.8% year‑on‑year and missing analysts' consensus of $4.22 billion. The insurer’s non‑GAAP earnings per share were $2.43, beating expectations, while GAAP EPS was $0.61, down sharply from the prior year. Book value per share rose to $59.08, above the $55.22 consensus. The results were driven by weaker premium sales in Japan and net investment losses.
Why it matters
The revenue shortfall and GAAP earnings decline may weigh on Aflac’s share price, while the strong non‑GAAP EPS and higher book value per share could support the dividend‑focused investor base. The mixed performance highlights the sensitivity of Aflac’s earnings to investment returns and regional premium trends.
Key facts
- 1Revenue was $3.27 billion, a 25.8% year‑on‑year decline and 22.4% below analysts' consensus of $4.22 billion. finance.yahoo.com
- 2Non‑GAAP adjusted EPS was $2.43, 35.2% above analysts' consensus of $1.80. finance.yahoo.com
- 3GAAP EPS was $0.61, down 80.2% year‑on‑year. tradingview.com
- 4Book value per share increased to $59.08, 8.3% above the $55.22 consensus. finance.yahoo.com
- 5Pre‑tax profit was $500 million, representing a 15.3% margin. finance.yahoo.com
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.