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Aflac Incorporated
AFLleaderAflac is the world's largest provider of supplemental insurance, with a dominant market position in Japan's cancer insurance market and growing U.S. voluntary benefits business.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($19.5B)
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Aflac Japan (63%)
Aflac U.S. (32%)
Corporate & Other (5%)
Segment Breakdown & Key Customers
Product Details
Aflac Japan65%
Cancer, medical, and supplemental health insurance in Japan
Aflac U.S.30%
Voluntary workplace benefits including accident, disability, and critical illness
Corporate & Investments5%
Investment income and corporate operations
Supply Chain Relationships
Competitors
Macro & Market Context
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
4.25~4.50%
M&A 거래 규모 (2026Q1)
$842B (+34% YoY)
은행 NIM (평균)
2.85%
신용카드 연체율
3.2% (10년 최고)
Upcoming Catalysts
◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정
Latest News
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AI Analysis
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Company Info
Sector Overview — 금융
Sector News금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
4.25~4.50%
M&A 거래 규모 (2026Q1)
$842B (+34% YoY)
은행 NIM (평균)
2.85%
신용카드 연체율
3.2% (10년 최고)
Key Themes
- •금리 인하 → 모기지·기업대출 수요 회복 기대
- •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
- •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜
Upcoming Catalysts
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)