-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。AFLは、2026年第1四半期の調整後EPSを1.75ドルと発表しました。これは、当社の予想である1.66ドル(5.4%増)を上回りましたが、市場コンセンサスの1.80ドルには届きませんでした。為替変動の影響で、EPSは0.02ドル減少しました。純EPSは、投資パフォーマンスの大幅な変動により、0.05ドルから1.98ドル(3,860%増)に急上昇しました。純利益は4,900万ドルから9億6,300万ドルの損失へと転換しました。円安が業績に影響を与えているものの、堅調な保険事業は好材料と見ています。経営陣は、明日の電話会議で2026年の業績見通しと売上高予測を更新する予定です。日本は特に好調で、安心パレット医療保険やミライトがん保険などの新商品発売が成功し、年間新規保険料収入は25.5%増の177億ドル(1億1300万ドル)に急増しました。米国では、主に団体保険商品の好調により売上高は2.9%増の3億1800万ドルとなりましたが、デジタル化が進む市場において同社が独立系代理店に依存していることを考えると、今後も販売面で課題が続くと予想されます。
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