| AFL |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.80 vs. cons $1.77 |
MEDIUM |
| AFL |
Report |
Aflac Japan sales (Q2 2026) |
BEAT |
pred ~¥21.0B vs. cons ¥20.5B |
MEDIUM |
| AFL |
Report |
Aflac U.S. net earned premium growth (Q2 2026) |
BEAT |
pred ~3.5% vs. cons 3.4% |
MEDIUM |
| AFL |
Guide |
Aflac Japan sales outlook |
BETTER |
guide ~¥80B vs. cons ¥79B (FY2026) |
MEDIUM |
| AFL |
Guide |
Aflac Japan benefit ratio |
UNCHANGED |
guide ~61.5% midpoint vs. cons 61.5% (FY2026) |
HIGH |
| AFL |
Guide |
Aflac U.S. pretax margin |
LOWER |
guide ~18.5% midpoint vs. cons 19.2% (FY2026) |
MEDIUM |
| AFL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
LOW |
| AFL |
Return |
5-day cumulative residual |
+0.4% (FADE) |
Day-1 residual ~+1.6% fades to a five-day cumulative residual of ~+0.4% because the expected EPS and Japan-sales beats support the initial move, but unchanged underwriting ranges and an approximately 18.5% U.S. margin outlook versus 19.2% consensus limit out-period estimate revisions. |
MEDIUM |