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JXN · XBRL financial data

Jackson Financial financial statements, every quarter

The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

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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

CSV

Fiscal quarters (JXN's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Revenue892*(322)1,2472,121225*3,750(471)1,4161,988*2,9021681,542
General and administrative301*271258310281*259274264270*299265270
Interest expense35*25262525*25252525*252737
Income tax expense (benefit)(395)*10136(113)22*14(19)(172)*205130
Net income (loss)(1,559)*795275(469)345*(24)17976(204)*(424)655858
Earnings per share, basic USD per share(19.51)*10.043.45(6.37)4.65*(0.48)2.340.93—(6.24)9.1812.40
Earnings per share, diluted USD per share(18.54)*9.943.43(6.37)4.54*(0.48)2.340.92—(6.24)9.1612.37
Weighted average shares, basic millions of shares80*78777574*73727069*707068
Weighted average shares, diluted millions of shares84*79777576*73727069*707068

Balance sheet

CSV

Fiscal quarters (JXN's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Cash and cash equivalents2,6882,5421,7363,0613,7673,8873,7844,5625,7045,5395,9864,101
Right-of-use asset24———20———54———
Total assets330,255340,280337,776345,662338,450327,193343,722353,558352,586339,537367,065358,359
Total liabilities319,921329,924327,492334,755328,468316,668333,120343,057342,244329,637356,591349,355
Retained earnings7,0387,7667,9657,4317,7137,6237,7337,7417,4716,9687,5498,335
Total stockholders' equity10,17010,16910,08410,6989,76410,30110,35410,2299,9539,4969,9628,481
Total liabilities and equity330,255340,280337,776345,662338,450327,193343,722353,558352,586339,537367,065358,359
Common shares outstanding (cover page) millions of shares777675747371706871706866

Cash flows

CSV

Fiscal quarters (JXN's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Net income (loss)(1,559)*795275(469)345*(24)17976(204)*(424)655858
Stock-based compensation33*4548*69*29*5418*34*26*6014*31*
Net cash from operating activities1,634*1,4261,478*1,364*1,525*1,5941,173*1,370*1,621*1,0451,849*1,417*
Net cash from investing activities93*(2,006)(1,914)*(401)*(2,769)*(953)(2,765)*(2,094)*(1,944)*(2,430)(3,017)*(5,534)*
Share repurchases70*120109*114*99*202158*157*152*227227*233*
Dividends paid49*5453*53*51*5857*54*54*6462*59*
Proceeds from long-term debt297*38398*429*38*215180*99*242*96(65)*105*
Repayments of long-term debt351*34554*107*20*2771*54*375*35201*68*
Net cash from financing activities(1,801)*433(369)*359*1,950*(521)1,489*1,502*1,465*1,2201,615*2,232*
Net change in cash(74)*(147)(805)*1,322*706*120(103)*778*1,142*(165)447*(1,885)*

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 $10B of public float.
  • * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
  • A cell reading “not reported” means the filings give no figure for that quarter alone.
CompanyCash ($M)Revenue, quarter ($M)Operating cash flow, quarter ($M)Shares outstandingRunwayQuarter
Jackson Financial4,1011,542not reported66.1M— 10-QSep 30, 2026
American National Group8,4161,706not reported10,000— 10-QJun 30, 2026
Lincoln National10,1654,542(558)*191.4M18.2 quarters 10-QJun 30, 2026
Voya Financial1,0851,896503*90.6M— 10-QJun 30, 2026
Genworth Financial1,9861,90152*377.9M— 10-QJun 30, 2026
Brighthouse Financial7,1051,622(431)*57.5M16.5 quarters 10-QJun 30, 2026
Corebridge Financial4536,164605*438.5M— 10-QSep 30, 2026
Primerica600865194*30.8M— 10-QJun 30, 2026
Globe Life2571,600314*76.8M— 10-QJun 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.