BHF · XBRL financial data
Brighthouse Financial financial statements, every quarter
The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.
How these numbers work
- Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
- Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
- * marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
- 0 means a filing states zero; a dash (—) means no filing states that number.
- “year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
- Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
- Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
- Shares outstanding come from each filing's cover page, as of the date printed there.
- Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.
Income statement
CSVFiscal quarters (BHF's year ends in late December)
| In millions of dollars | Sep 30, 2023 | Dec 31, 2023 | Mar 31, 2024 | Jun 30, 2024 | Sep 30, 2024 | Dec 31, 2024 | Mar 31, 2025 | Jun 30, 2025 | Sep 30, 2025 | Dec 31, 2025 | Mar 31, 2026 | Jun 30, 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1,170 | 1,400 | 74 | 1,427 | 2,018 | 1,205* | 2,390 | 871 | 1,816 | 1,689* | 1,527 | 1,622 |
| Total operating expenses | 473 | 524* | 507 | 468 | 492 | 479* | 493 | 482 | 480 | 503* | 477 | 487 |
| Interest expense | — | year only | — | — | — | year only | — | — | — | year only | — | — |
| Income tax expense (benefit) | 109 | (258)* | (123) | (20) | 10 | 162* | (88) | 8 | 104 | 12* | (222) | 245 |
| Net income (loss) | 479 | (917) | (493) | 34 | 176 | 671* | (268) | 85 | 479 | 137* | (766) | 981 |
| Earnings per share, basic USD per share | 6.92 | (14.70) | (8.22) | 0.12 | 2.49 | — | (5.04) | 1.03 | 7.93 | — | (13.82) | 16.62 |
| Earnings per share, diluted USD per share | 6.89 | (14.70) | (8.22) | 0.12 | 2.47 | — | (5.04) | 1.02 | 7.89 | — | (13.82) | 16.53 |
| Weighted average shares, basic millions of shares | 65 | 64* | 63 | 62 | 61 | 59* | 58 | 57 | 57 | 57* | 57 | 58 |
| Weighted average shares, diluted millions of shares | 66 | 64* | 63 | 62 | 61 | 60* | 58 | 58 | 58 | 58* | 57 | 58 |
Balance sheet
CSVFiscal quarters (BHF's year ends in late December)
| In millions of dollars | Sep 30, 2023 | Dec 31, 2023 | Mar 31, 2024 | Jun 30, 2024 | Sep 30, 2024 | Dec 31, 2024 | Mar 31, 2025 | Jun 30, 2025 | Sep 30, 2025 | Dec 31, 2025 | Mar 31, 2026 | Jun 30, 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | 3,839 | 3,851 | 3,823 | 4,441 | 5,630 | 5,045 | 4,667 | 5,540 | 6,606 | 5,387 | 4,907 | 7,105 |
| Short-term investments | 1,003 | 1,169 | 1,347 | 1,390 | 1,812 | 1,868 | — | — | — | 1,197 | 1,236 | — |
| Total assets | 223,516 | 236,340 | 239,688 | 237,438 | 245,156 | 238,537 | 234,681 | 242,645 | 244,679 | 241,800 | 236,803 | 247,180 |
| Total liabilities | 219,382 | 231,332 | 235,428 | 233,232 | 239,566 | 233,513 | 229,377 | 236,907 | 238,251 | 234,967 | 231,175 | 240,565 |
| Accumulated deficit | (590) | (1,507) | (2,000) | (1,966) | (1,790) | (1,119) | (1,387) | (1,302) | (823) | (686) | (1,452) | (471) |
| Total stockholders' equity | 4,069 | 4,943 | 4,195 | 4,141 | 5,525 | 4,959 | 5,239 | 5,673 | 6,363 | 6,768 | 5,563 | 6,550 |
| Total liabilities and equity | 223,516 | 236,340 | 239,688 | 237,438 | 245,156 | 238,537 | 234,681 | 242,645 | 244,679 | 241,800 | 236,803 | 247,180 |
| Common shares outstanding (cover page) millions of shares | 64 | 63 | 62 | 61 | 59 | 58 | 57 | 57 | 57 | 57 | 57 | 58 |
Cash flows
CSVFiscal quarters (BHF's year ends in late December)
| In millions of dollars | Sep 30, 2023 | Dec 31, 2023 | Mar 31, 2024 | Jun 30, 2024 | Sep 30, 2024 | Dec 31, 2024 | Mar 31, 2025 | Jun 30, 2025 | Sep 30, 2025 | Dec 31, 2025 | Mar 31, 2026 | Jun 30, 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (loss) | 479 | (917) | (493) | 34 | 176 | 671* | (268) | 85 | 479 | 137* | (766) | 981 |
| Net cash from operating activities | 339* | 152* | (530) | 334* | 24* | (118)* | 146 | (1)* | 117* | (3)* | (221) | (431)* |
| Net cash from investing activities | (985)* | (552)* | (625) | (1,082)* | (130)* | (357)* | 563 | 112* | 1,372* | (1,296)* | (485) | (97)* |
| Share repurchases | 64* | 60* | 62 | 64* | 64* | 60* | 59 | 43* | 0* | 0* | 0 | 0* |
| Proceeds from long-term debt | — | year only | — | — | — | — | — | — | — | — | — | — |
| Repayments of long-term debt | 0* | 1* | — | — | 0* | 1* | 0 | 1* | 0* | 1* | 1 | 0* |
| Net cash from financing activities | 748* | 412* | 1,127 | 1,366* | 1,295* | (110)* | (1,087) | 762* | (423)* | 80* | 226 | 2,726* |
Compare with peers
SIC 6311 and related industry codes, similar size. Each row is the latest quarter reported.
How peers are chosen
- SIC 6311 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
- Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
- Runway shows only for companies burning cash with under $10B of public float.
- * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
- A cell reading “not reported” means the filings give no figure for that quarter alone.
| Company | Cash ($M) | Revenue, quarter ($M) | Operating cash flow, quarter ($M) | Shares outstanding | Runway | Quarter |
|---|---|---|---|---|---|---|
| Brighthouse Financial | 7,105 | 1,622 | (431)* | 57.5M | 16.5 quarters | 10-QJun 30, 2026 |
| Genworth Financial | 1,986 | 1,901 | 52* | 377.9M | — | 10-QJun 30, 2026 |
| American National Group | 8,416 | 1,706 | not reported | 10,000 | — | 10-QJun 30, 2026 |
| Jackson Financial | 4,101 | 1,542 | 1,417* | 66.1M | — | 10-QSep 30, 2026 |
| Lincoln National | 10,165 | 4,542 | (558)* | 191.4M | 18.2 quarters | 10-QJun 30, 2026 |
| Voya Financial | 1,085 | 1,896 | 503* | 90.6M | — | 10-QJun 30, 2026 |
| Corebridge Financial | 453 | 6,164 | 605* | 438.5M | — | 10-QSep 30, 2026 |
| Primerica | 600 | 865 | 194* | 30.8M | — | 10-QJun 30, 2026 |
| Globe Life | 257 | 1,600 | 314* | 76.8M | — | 10-QJun 30, 2026 |
Not investment advice. Not affiliated with the U.S. SEC.