Jackson Financial (JXN) Financials

$81.66 +3.82 (+4.91%)

Closing price 05/2/2025 03:59 PM Eastern

Extended Trading

$81.60 -0.06 (-0.07%)

As of 05/2/2025 04:05 PM Eastern

Annual Income Statements for Jackson Financial

This table shows Jackson Financial's income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric	2019	2020	2021	2022	2023	2024
Period end date	12/31/2019	12/31/2020	12/31/2021	12/31/2022	12/31/2023	12/31/2024
Net Income / (Loss) Attributable to Common Shareholders	-497	-1,634	3,417	6,186	899	902
Consolidated Net Income / (Loss)	-442	-1,637	3,679	6,229	954	976
Net Income / (Loss) Continuing Operations	-442	-1,637	3,679	6,229	954	976
Total Pre-Tax Income	-811	-2,491	4,345	7,734	958	1,022
Total Operating Income	1,826	260	8,559	8,281	8,703	9,941
Total Gross Profit	845	-273	10,698	9,507	9,855	11,049
Total Revenue	2,911	3,546	10,537	9,431	9,574	10,111
Operating Revenue	2,842	3,546	10,537	9,431	9,574	10,111
Total Cost of Revenue	2,066	3,819	-161	-76	-281	-938
Operating Cost of Revenue	2,066	3,819	-161	-76	-281	-938
Total Operating Expenses	-981	-533	2,139	1,226	1,152	1,108
Amortization Expense	-981	-533	2,139	1,226	1,152	1,108
Total Other Income / (Expense), net	-2,637	-2,751	-4,214	-547	-7,745	-8,919
Interest Expense	99	88	37	98	109	101
Interest & Investment Income	-	-	-4,156	-1,769	-4,690	-5,788
Other Income / (Expense), net	-2,538	-2,663	-21	1,320	-2,946	-3,030
Income Tax Expense	-369	-854	666	1,505	4.00	46
Preferred Stock Dividends Declared	-	-	0.00	0.00	35	44
Net Income / (Loss) Attributable to Noncontrolling Interest	0.00	-3.00	262	43	20	30
Basic Earnings per Share	($13.16)	($24.14)	$36.35	$72.34	$10.99	$11.86
Weighted Average Basic Shares Outstanding	-	-	87.43M	82.28M	77.41M	72.65M
Diluted Earnings per Share	($13.16)	($24.14)	$36.17	$69.75	$10.76	$11.74
Weighted Average Diluted Shares Outstanding	-	-	87.43M	82.28M	77.41M	72.65M
Weighted Average Basic & Diluted Shares Outstanding	-	-	87.43M	82.28M	77.41M	72.65M
Cash Dividends to Common per Share	-	-	$0.50	$2.20	$2.48	$2.80

This table shows Jackson Financial's income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Period end date	9/30/2022	12/31/2022	3/31/2023	6/30/2023	9/30/2023	12/31/2023	3/31/2024	6/30/2024	9/30/2024	12/31/2024
Net Income / (Loss) Attributable to Common Shareholders	1,879	-1,150	-1,497	1,204	2,762	-1,570	784	264	-480	334
Consolidated Net Income / (Loss)	1,868	-1,158	-1,496	1,220	2,790	-1,560	802	282	-466	358
Net Income / (Loss) Continuing Operations	1,868	-1,158	-1,496	1,220	2,790	-1,560	802	282	-466	358
Total Pre-Tax Income	2,525	-1,543	-2,054	1,465	3,502	-1,955	903	318	-579	380
Total Operating Income	1,882	5,099	1,066	3,487	3,687	463	1,538	1,615	343	6,445
Total Gross Profit	2,411	4,963	1,644	4,073	3,977	161	1,816	2,165	620	6,448
Total Revenue	2,290	2,327	2,328	2,374	2,458	2,414	2,501	2,518	2,534	2,558
Operating Revenue	2,290	2,327	2,328	2,374	2,458	2,414	2,501	2,518	2,534	2,558
Total Cost of Revenue	-121	-2,636	684	-1,699	-1,519	2,253	685	353	1,914	-3,890
Operating Cost of Revenue	-121	-2,636	684	-1,699	-1,519	2,253	685	353	1,914	-3,890
Total Operating Expenses	529	-136	578	586	290	-302	278	550	277	3.00
Amortization Expense	529	-136	578	586	290	-302	278	550	277	3.00
Total Other Income / (Expense), net	643	-6,642	-3,120	-2,022	-185	-2,418	-635	-1,297	-922	-6,065
Interest Expense	29	10	28	28	312	-259	36	26	25	14
Interest & Investment Income	117	-5,448	-2,419	-1,860	-32	-379	270	-1,057	371	-5,372
Other Income / (Expense), net	555	-1,184	-673	-134	159	-2,298	-869	-214	-1,268	-679
Income Tax Expense	657	-385	-558	245	712	-395	101	36	-113	22
Preferred Stock Dividends Declared	0.00	-	0.00	13	11	11	11	11	11	11
Net Income / (Loss) Attributable to Noncontrolling Interest	-11	-8.00	1.00	3.00	17	-1.00	7.00	7.00	3.00	13
Basic Earnings per Share	$22.08	($13.11)	($18.11)	$14.58	$33.66	($19.14)	$10.04	$3.45	($6.37)	$4.74
Weighted Average Basic Shares Outstanding	83.04M	82.28M	82.49M	81.91M	79.50M	77.41M	76.26M	75.24M	73.86M	72.65M
Diluted Earnings per Share	$21.38	($12.61)	($18.11)	$14.21	$33.35	($18.69)	$9.94	$3.43	($6.37)	$4.74
Weighted Average Diluted Shares Outstanding	83.04M	82.28M	82.49M	81.91M	79.50M	77.41M	76.26M	75.24M	73.86M	72.65M
Weighted Average Basic & Diluted Shares Outstanding	83.04M	82.28M	82.49M	81.91M	79.50M	77.41M	76.26M	75.24M	73.86M	72.65M

This table details how cash moves in and out of Jackson Financial's business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric	2019	2020	2021	2022	2023	2024
Period end date	12/31/2019	12/31/2020	12/31/2021	12/31/2022	12/31/2023	12/31/2024
Net Change in Cash & Equivalents	-2,034	84	612	1,670	-1,610	1,076
Net Cash From Operating Activities	4,368	3,712	5,682	5,206	5,310	5,793
Net Cash From Continuing Operating Activities	4,368	3,712	5,682	5,206	5,310	5,793
Net Income / (Loss) Continuing Operations	-442	-1,637	3,679	6,229	954	976
Consolidated Net Income / (Loss)	-442	-1,637	3,679	6,229	954	976
Amortization Expense	19	55	49	11	-27	-33
Non-Cash Adjustments To Reconcile Net Income	7,608	8,014	175	-3,487	3,845	4,274
Changes in Operating Assets and Liabilities, net	-2,817	-2,720	1,779	2,453	538	576
Net Cash From Investing Activities	-8,329	-4,333	-1,296	-1,374	-592	-7,090
Net Cash From Continuing Investing Activities	-8,329	-4,333	-1,296	-1,374	-592	-7,090
Purchase of Investments	-19,979	-36,007	-22,107	-14,345	-15,511	-19,347
Sale and/or Maturity of Investments	11,789	31,340	21,365	13,314	14,296	12,596
Other Investing Activities, net	-139	334	-554	-343	623	-339
Net Cash From Financing Activities	1,927	705	-3,774	-2,162	-6,328	2,373
Net Cash From Continuing Financing Activities	1,927	705	-3,774	-2,162	-6,328	2,373
Repayment of Debt	2,645	20	-2,023	-832	-954	-531
Repurchase of Preferred Equity	0.00	1,100	476	-541	-1,025	1,532
Repurchase of Common Equity	0.00	0.00	-211	-321	-306	-442
Payment of Dividends	-2,875	0.00	-50	-186	-328	-255
Issuance of Debt	0.00	0.00	3,943	750	547	1,398
Issuance of Preferred Equity	-	-	0.00	0.00	533	0.00
Issuance of Common Equity	0.00	500	0.00	0.00	111	29
Other Financing Activities, net	2,157	-915	-5,909	-1,032	-4,906	642
Cash Interest Paid	31	81	30	107	183	263
Cash Income Taxes Paid	395	4.00	-403	-5.00	-21	-8.00

This table details how cash moves in and out of Jackson Financial's business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Period end date	9/30/2022	12/31/2022	3/31/2023	6/30/2023	9/30/2023	12/31/2023	3/31/2024	6/30/2024	9/30/2024	12/31/2024
Net Change in Cash & Equivalents	75	-1,040	-2,520	322	662	-74	-147	-805	1,322	706
Net Cash From Operating Activities	889	2,265	1,461	1,086	1,129	1,634	1,426	1,478	1,364	1,525
Net Cash From Continuing Operating Activities	889	2,265	1,461	1,086	1,129	1,634	1,426	1,478	1,364	1,525
Net Income / (Loss) Continuing Operations	1,868	-1,158	-1,496	1,220	2,790	-1,560	802	282	-466	358
Consolidated Net Income / (Loss)	1,868	-1,158	-1,496	1,220	2,790	-1,560	802	282	-466	358
Amortization Expense	6.00	-8.00	-6.00	-7.00	-10	-4.00	-14	-14	-14	9.00
Non-Cash Adjustments To Reconcile Net Income	-1,209	1,465	3,386	-347	-2,412	3,218	493	1,110	1,792	879
Changes in Operating Assets and Liabilities, net	224	1,966	-423	220	761	-20	145	100	52	279
Net Cash From Investing Activities	-146	-3,843	-2,882	78	2,119	93	-2,006	-1,914	-401	-2,769
Net Cash From Continuing Investing Activities	-146	-3,843	-2,882	78	2,119	93	-2,006	-1,914	-401	-2,769
Purchase of Investments	-2,682	-7,188	-6,721	-3,115	-1,396	-4,279	-5,031	-4,715	-3,726	-5,875
Sale and/or Maturity of Investments	2,523	3,255	3,557	3,110	3,590	4,039	3,098	3,121	3,220	3,157
Other Investing Activities, net	13	90	282	83	-75	333	-73	-320	105	-51
Net Cash From Financing Activities	-668	538	-1,099	-842	-2,586	-1,801	433	-369	359	1,950
Net Cash From Continuing Financing Activities	-668	538	-1,099	-842	-2,586	-1,801	433	-369	359	1,950
Repayment of Debt	2.00	-51	-4.00	-42	-	-908	-349	-54	-108	-20
Repurchase of Preferred Equity	-6.00	1,022	76	554	-1,650	-5.00	1,798	-22	-976	732
Repurchase of Common Equity	-39	-42	-70	-94	-72	-70	-120	-109	-114	-99
Payment of Dividends	-49	-35	-51	-63	-62	-152	-65	-64	-64	-62
Issuance of Debt	-	-	0.00	-	180	367	133	598	-71	738
Other Financing Activities, net	-576	-356	-1,583	-1,197	-982	-1,144	-981	-724	1,686	661
Cash Interest Paid	8.00	59	21	78	27	57	33	102	45	83
Cash Income Taxes Paid	-	-3.00	0.00	-	-19	-2.00	0.00	157	-5.00	-160

This table presents Jackson Financial's assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric	2020	2021	2022	2023	2024
Period end date	12/31/2020	12/31/2021	12/31/2022	12/31/2023	12/31/2024
Total Assets	353,456	375,559	314,983	330,255	338,450
Total Current Assets	65,254	57,918	50,844	46,233	47,928
Cash & Equivalents	2,019	2,623	4,298	2,688	3,767
Short-Term Investments	61,015	53,878	45,276	43,155	43,864
Other Current Assets	2,220	1,417	1,270	390	297
Plant, Property, & Equipment, net	0.00	0.00	0.00	0.00	0.00
Total Noncurrent Assets	288,202	317,641	264,139	284,022	290,522
Long-Term Investments	17,811	19,435	19,914	17,822	17,375
Noncurrent Deferred & Refundable Income Taxes	1,058	954	320	640	480
Other Noncurrent Operating Assets	269,333	297,252	243,905	265,560	272,667
Total Liabilities & Shareholders' Equity	353,456	375,559	314,983	330,255	338,450
Total Liabilities	343,533	364,485	305,605	319,921	328,468
Total Current Liabilities	56	41	2,065	1,210	361
Other Current Liabilities	56	41	2,065	1,210	361
Total Noncurrent Liabilities	343,477	364,444	303,540	318,711	328,107
Long-Term Debt	322	2,649	2,635	2,037	2,034
Other Noncurrent Operating Liabilities	343,155	361,795	300,905	316,674	326,073
Commitments & Contingencies	0.00	0.00	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	9,923	11,074	9,378	10,334	9,982
Total Preferred & Common Equity	9,429	10,394	8,646	10,170	9,764
Preferred Stock	-	-	0.00	533	533
Total Common Equity	9,429	10,394	8,646	9,637	9,231
Common Stock	5,928	6,052	6,064	6,006	6,047
Retained Earnings	-324	2,809	6,403	7,038	7,713
Treasury Stock	0.00	-211	-443	-599	-1,007
Accumulated Other Comprehensive Income / (Loss)	3,821	1,744	-3,378	-2,808	-3,522
Noncontrolling Interest	494	680	732	164	218

This table presents Jackson Financial's assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric	Q3 2022	Q1 2023	Q2 2023	Q3 2023	Q1 2024	Q2 2024	Q3 2024
Period end date	9/30/2022	3/31/2023	6/30/2023	9/30/2023	3/31/2024	6/30/2024	9/30/2024
Total Assets	302,970	321,464	326,980	314,534	340,280	337,776	345,662
Total Current Assets	51,697	49,457	47,948	45,578	45,659	45,471	49,183
Cash & Equivalents	5,331	1,779	2,100	2,760	2,542	1,736	3,061
Short-Term Investments	44,416	46,627	44,902	41,893	42,904	43,509	45,827
Other Current Assets	1,950	1,051	946	925	213	226	295
Plant, Property, & Equipment, net	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Total Noncurrent Assets	251,273	272,007	279,032	268,956	294,621	292,305	296,479
Long-Term Investments	20,033	19,704	18,963	18,810	17,542	17,453	17,409
Noncurrent Deferred & Refundable Income Taxes	759	755	681	632	749	768	527
Other Noncurrent Operating Assets	230,481	251,548	259,388	249,514	276,330	274,084	278,543
Total Liabilities & Shareholders' Equity	302,970	321,464	326,980	314,534	340,280	337,776	345,662
Total Liabilities	293,267	311,997	317,557	304,281	329,924	327,492	334,755
Total Current Liabilities	2,225	1,510	1,816	2,548	1,288	900	425
Other Current Liabilities	2,225	1,510	1,816	2,548	1,288	900	425
Total Noncurrent Liabilities	291,042	310,487	315,741	301,733	328,636	326,592	334,330
Long-Term Debt	2,634	2,632	2,633	2,635	2,033	2,034	2,033
Other Noncurrent Operating Liabilities	288,408	307,855	313,108	299,098	326,603	324,558	332,297
Commitments & Contingencies	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	9,703	9,467	9,423	10,253	10,356	10,284	10,907
Total Preferred & Common Equity	8,974	8,638	8,652	9,478	10,169	10,084	10,698
Preferred Stock	-	533	533	533	533	533	533
Total Common Equity	8,974	8,105	8,119	8,945	9,636	9,551	10,165
Common Stock	6,037	6,071	5,998	6,008	6,006	6,008	6,026
Retained Earnings	9,065	4,852	5,952	8,661	7,766	7,965	7,431
Treasury Stock	-410	-510	-466	-537	-713	-796	-909
Accumulated Other Comprehensive Income / (Loss)	-5,718	-2,308	-3,365	-5,187	-3,423	-3,626	-2,383
Noncontrolling Interest	729	829	771	775	187	200	209

This table displays calculated financial ratios and metrics derived from Jackson Financial's official financial filings.

Metric	2019	2020	2021	2022	2023	2024
Period end date	12/31/2019	12/31/2020	12/31/2021	12/31/2022	12/31/2023	12/31/2024
Growth Metrics	-	-	-	-	-	-
Revenue Growth	0.00%	21.81%	197.15%	-10.50%	1.52%	5.61%
EBITDA Growth	0.00%	-238.82%	465.72%	11.94%	-40.39%	20.03%
EBIT Growth	0.00%	-237.50%	455.31%	12.45%	-40.04%	20.05%
NOPAT Growth	0.00%	-85.76%	3,881.91%	-7.97%	29.94%	9.54%
Net Income Growth	0.00%	-270.36%	324.74%	69.31%	-84.68%	2.31%
EPS Growth	0.00%	-83.43%	249.83%	92.84%	-84.57%	9.11%
Operating Cash Flow Growth	0.00%	-15.02%	53.07%	-8.38%	2.00%	9.10%
Free Cash Flow Firm Growth	0.00%	0.00%	-101.61%	269.45%	28.69%	350.16%
Invested Capital Growth	0.00%	0.00%	11.88%	7.62%	10.75%	-3.31%
Revenue Q/Q Growth	0.00%	0.00%	0.00%	-9.25%	0.76%	0.68%
EBITDA Q/Q Growth	0.00%	0.00%	0.00%	-12.08%	-50.13%	1,142.12%
EBIT Q/Q Growth	0.00%	0.00%	0.00%	-11.96%	-50.03%	1,225.57%
NOPAT Q/Q Growth	0.00%	0.00%	0.00%	19.76%	-29.88%	369.28%
Net Income Q/Q Growth	0.00%	0.00%	0.00%	-24.79%	-29.65%	203.61%
EPS Q/Q Growth	0.00%	0.00%	0.00%	-23.39%	-36.10%	200.43%
Operating Cash Flow Q/Q Growth	0.00%	0.00%	18.38%	2.32%	-10.62%	-1.85%
Free Cash Flow Firm Q/Q Growth	0.00%	0.00%	0.00%	0.00%	-54.74%	132.87%
Invested Capital Q/Q Growth	0.00%	0.00%	0.00%	-0.06%	-1.42%	0.69%
Profitability Metrics	-	-	-	-	-	-
Gross Margin	29.03%	-7.70%	101.53%	100.81%	102.94%	109.28%
EBITDA Margin	-23.81%	-66.22%	81.49%	101.92%	59.85%	68.02%
Operating Margin	62.73%	7.33%	81.23%	87.81%	90.90%	98.32%
EBIT Margin	-24.46%	-67.77%	81.03%	101.80%	60.13%	68.35%
Profit (Net Income) Margin	-15.18%	-46.16%	34.92%	66.05%	9.96%	9.65%
Tax Burden Percent	54.50%	65.72%	84.67%	80.54%	99.58%	95.50%
Interest Burden Percent	113.90%	103.66%	50.89%	80.55%	16.64%	14.79%
Effective Tax Rate	0.00%	0.00%	15.33%	19.46%	0.42%	4.50%
Return on Invested Capital (ROIC)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ROIC Less NNEP Spread (ROIC-NNEP)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Net Nonoperating Assets (RNNOA)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Equity (ROE)	0.00%	-16.50%	35.04%	60.91%	9.68%	9.61%
Cash Return on Invested Capital (CROIC)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Operating Return on Assets (OROA)	0.00%	-0.68%	2.34%	2.78%	1.78%	2.07%
Return on Assets (ROA)	0.00%	-0.46%	1.01%	1.80%	0.30%	0.29%
Return on Common Equity (ROCE)	0.00%	-15.68%	33.08%	56.71%	8.98%	8.92%
Return on Equity Simple (ROE_SIMPLE)	0.00%	-17.36%	35.40%	72.04%	9.38%	10.00%
Net Operating Profit after Tax (NOPAT)	1,278	182	7,247	6,670	8,667	9,494
NOPAT Margin	43.91%	5.13%	68.78%	70.72%	90.52%	93.89%
Net Nonoperating Expense Percent (NNEP)	0.00%	-4.52%	-4.64%	-0.63%	-12.01%	-13.67%
Return On Investment Capital (ROIC_SIMPLE)	-	-	-	55.52%	70.06%	79.01%
Cost of Revenue to Revenue	70.97%	107.70%	-1.53%	-0.81%	-2.94%	-9.28%
SG&A Expenses to Revenue	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
R&D to Revenue	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Operating Expenses to Revenue	-33.70%	-15.03%	20.30%	13.00%	12.03%	10.96%
Earnings before Interest and Taxes (EBIT)	-712	-2,403	8,538	9,601	5,757	6,911
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	-693	-2,348	8,587	9,612	5,730	6,878
Valuation Ratios	-	-	-	-	-	-
Price to Book Value (P/BV)	0.00	0.00	0.33	0.30	0.41	0.70
Price to Tangible Book Value (P/TBV)	0.00	0.00	0.33	0.30	0.41	0.70
Price to Revenue (P/Rev)	0.00	0.00	0.32	0.28	0.41	0.64
Price to Earnings (P/E)	0.00	0.00	1.00	0.42	4.36	7.13
Dividend Yield	0.00%	0.00%	1.39%	7.01%	5.03%	3.22%
Earnings Yield	0.00%	0.00%	100.38%	237.33%	22.91%	14.02%
Enterprise Value to Invested Capital (EV/IC)	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Revenue (EV/Rev)	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to EBITDA (EV/EBITDA)	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to EBIT (EV/EBIT)	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to NOPAT (EV/NOPAT)	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Operating Cash Flow (EV/OCF)	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Free Cash Flow (EV/FCFF)	0.00	0.00	0.00	0.00	0.00	0.00
Leverage & Solvency	-	-	-	-	-	-
Debt to Equity	0.00	0.03	0.24	0.28	0.20	0.20
Long-Term Debt to Equity	0.00	0.03	0.24	0.28	0.20	0.20
Financial Leverage	0.00	-8.11	-7.33	-6.85	-6.52	-6.13
Leverage Ratio	0.00	35.62	34.72	33.76	32.73	32.92
Compound Leverage Factor	0.00	36.92	17.67	27.20	5.45	4.87
Debt to Total Capital	0.00%	3.14%	19.30%	21.93%	16.47%	16.93%
Short-Term Debt to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Long-Term Debt to Total Capital	0.00%	3.14%	19.30%	21.93%	16.47%	16.93%
Preferred Equity to Total Capital	0.00%	0.00%	0.00%	0.00%	4.31%	4.44%
Noncontrolling Interests to Total Capital	0.00%	4.82%	4.96%	6.09%	1.33%	1.81%
Common Equity to Total Capital	0.00%	92.04%	75.74%	71.97%	77.90%	76.82%
Debt to EBITDA	0.00	-0.14	0.31	0.27	0.36	0.30
Net Debt to EBITDA	0.00	34.29	-8.53	-6.96	-10.76	-9.16
Long-Term Debt to EBITDA	0.00	-0.14	0.31	0.27	0.36	0.30
Debt to NOPAT	0.00	1.77	0.37	0.40	0.24	0.21
Net Debt to NOPAT	0.00	-442.43	-10.11	-10.02	-7.11	-6.63
Long-Term Debt to NOPAT	0.00	1.77	0.37	0.40	0.24	0.21
Altman Z-Score	0.00	0.00	0.30	0.35	0.29	0.31
Noncontrolling Interest Sharing Ratio	0.00%	4.98%	5.59%	6.90%	7.25%	7.13%
Liquidity Ratios	-	-	-	-	-	-
Current Ratio	0.00	1,165.25	1,412.63	24.62	38.21	132.76
Quick Ratio	0.00	1,125.61	1,378.07	24.01	37.89	131.94
Cash Flow Metrics	-	-	-	-	-	-
Free Cash Flow to Firm (FCFF)	0.00	70,782	-1,140	1,932	2,486	11,190
Operating Cash Flow to CapEx	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Free Cash Flow to Firm to Interest Expense	0.00	804.34	-30.81	19.71	22.80	110.79
Operating Cash Flow to Interest Expense	44.12	42.18	153.57	53.12	48.72	57.36
Operating Cash Flow Less CapEx to Interest Expense	44.12	42.18	153.57	53.12	48.72	57.36
Efficiency Ratios	-	-	-	-	-	-
Asset Turnover	0.00	0.01	0.03	0.03	0.03	0.03
Accounts Receivable Turnover	0.00	0.00	0.00	0.00	0.00	0.00
Inventory Turnover	0.00	0.00	0.00	0.00	0.00	0.00
Fixed Asset Turnover	0.00	0.00	0.00	0.00	0.00	0.00
Accounts Payable Turnover	0.00	0.00	0.00	0.00	0.00	0.00
Days Sales Outstanding (DSO)	0.00	0.00	0.00	0.00	0.00	0.00
Days Inventory Outstanding (DIO)	0.00	0.00	0.00	0.00	0.00	0.00
Days Payable Outstanding (DPO)	0.00	0.00	0.00	0.00	0.00	0.00
Cash Conversion Cycle (CCC)	0.00	0.00	0.00	0.00	0.00	0.00
Capital & Investment Metrics	-	-	-	-	-	-
Invested Capital	0.00	-70,600	-62,213	-57,475	-51,294	-52,990
Invested Capital Turnover	0.00	-0.10	-0.16	-0.16	-0.18	-0.19
Increase / (Decrease) in Invested Capital	0.00	-70,600	8,387	4,738	6,181	-1,696
Enterprise Value (EV)	0.00	0.00	-69,203	-63,514	-57,008	-55,789
Market Capitalization	0.00	0.00	3,404	2,607	3,923	6,432
Book Value per Share	$0.00	$0.00	$110.03	$104.12	$121.22	$124.98
Tangible Book Value per Share	$0.00	$0.00	$110.03	$104.12	$121.22	$124.98
Total Capital	0.00	10,245	13,723	12,013	12,371	12,016
Total Debt	0.00	322	2,649	2,635	2,037	2,034
Total Long-Term Debt	0.00	322	2,649	2,635	2,037	2,034
Net Debt	0.00	-80,523	-73,287	-66,853	-61,628	-62,972
Capital Expenditures (CapEx)	0.00	0.00	0.00	0.00	0.00	0.00
Debt-free, Cash-free Net Working Capital (DFCFNWC)	0.00	2,164	1,376	-795	-820	-64
Debt-free Net Working Capital (DFNWC)	0.00	65,198	57,877	48,779	45,023	47,567
Net Working Capital (NWC)	0.00	65,198	57,877	48,779	45,023	47,567
Net Nonoperating Expense (NNE)	1,720	1,819	3,568	441	7,713	8,518
Net Nonoperating Obligations (NNO)	0.00	-80,523	-73,287	-66,853	-61,628	-62,972
Total Depreciation and Amortization (D&A)	19	55	49	11	-27	-33
Debt-free, Cash-free Net Working Capital to Revenue	0.00%	61.03%	13.06%	-8.43%	-8.56%	-0.63%
Debt-free Net Working Capital to Revenue	0.00%	1,838.64%	549.27%	517.22%	470.26%	470.45%
Net Working Capital to Revenue	0.00%	1,838.64%	549.27%	517.22%	470.26%	470.45%
Earnings Adjustments	-	-	-	-	-	-
Adjusted Basic Earnings per Share	$0.00	$0.00	$33.86	$0.00	$10.99	$11.86
Adjusted Weighted Average Basic Shares Outstanding	0.00	0.00	87.43M	0.00	77.41M	72.65M
Adjusted Diluted Earnings per Share	$0.00	$0.00	$33.69	$0.00	$10.76	$11.74
Adjusted Weighted Average Diluted Shares Outstanding	0.00	0.00	87.43M	0.00	77.41M	72.65M
Adjusted Basic & Diluted Earnings per Share	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	0.00	0.00	87.43M	0.00	77.41M	72.65M
Normalized Net Operating Profit after Tax (NOPAT)	1,278	182	7,247	6,670	8,667	9,494
Normalized NOPAT Margin	43.91%	5.13%	68.78%	70.72%	90.52%	93.89%
Pre Tax Income Margin	-27.86%	-70.25%	41.24%	82.01%	10.01%	10.11%
Debt Service Ratios	-	-	-	-	-	-
EBIT to Interest Expense	-7.19	-27.31	230.76	97.97	52.82	68.43
NOPAT to Interest Expense	12.91	2.07	195.87	68.06	79.51	94.00
EBIT Less CapEx to Interest Expense	-7.19	-27.31	230.76	97.97	52.82	68.43
NOPAT Less CapEx to Interest Expense	12.91	2.07	195.87	68.06	79.51	94.00
Payout Ratios	-	-	-	-	-	-
Dividend Payout Ratio	-650.45%	0.00%	1.36%	2.99%	34.38%	26.13%
Augmented Payout Ratio	-650.45%	0.00%	7.09%	8.14%	66.46%	71.41%

This table displays calculated financial ratios and metrics derived from Jackson Financial's official financial filings.

Metric	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Period end date	9/30/2022	12/31/2022	3/31/2023	6/30/2023	9/30/2023	12/31/2023	3/31/2024	6/30/2024	9/30/2024	12/31/2024
Growth Metrics	-	-	-	-	-	-	-	-	-	-
Revenue Growth	45.40%	-29.23%	-6.84%	2.55%	7.34%	3.74%	7.43%	6.07%	3.09%	5.97%
EBITDA Growth	801.48%	-25.27%	-83.85%	286.37%	57.02%	-147.07%	69.25%	-58.55%	-124.48%	414.03%
EBIT Growth	844.57%	-24.99%	-83.54%	289.43%	57.82%	-146.87%	70.23%	-58.22%	-124.05%	414.22%
NOPAT Growth	50.14%	10.87%	-42.20%	1,789.24%	110.97%	-90.92%	83.06%	-50.68%	-91.83%	1,773.46%
Net Income Growth	597.01%	-229.39%	-167.24%	-62.96%	49.36%	-34.72%	153.61%	-76.89%	-116.70%	122.95%
EPS Growth	880.73%	-245.28%	-174.25%	-61.16%	55.99%	-48.22%	154.89%	-75.86%	-119.10%	125.36%
Operating Cash Flow Growth	-35.90%	5.50%	75.39%	-10.91%	27.00%	-27.86%	-2.40%	36.10%	20.81%	-6.67%
Free Cash Flow Firm Growth	-85.85%	0.00%	-103.15%	-130.57%	-153.06%	-401.15%	-113.98%	-10.99%	176.89%	232.63%
Invested Capital Growth	-11.70%	7.62%	4.50%	8.17%	11.96%	10.75%	9.66%	6.55%	-5.50%	-3.31%
Revenue Q/Q Growth	-1.08%	1.62%	-0.60%	1.98%	3.54%	-1.79%	1.30%	0.68%	0.64%	0.95%
EBITDA Q/Q Growth	182.10%	59.93%	-90.13%	764.60%	14.64%	-147.94%	143.67%	111.76%	-167.70%	715.02%
EBIT Q/Q Growth	183.04%	60.65%	-90.00%	753.18%	14.70%	-147.71%	144.72%	109.42%	-166.02%	723.35%
NOPAT Q/Q Growth	909.94%	156.36%	-74.91%	289.15%	1.15%	-88.97%	668.92%	4.85%	-83.24%	2,428.89%
Net Income Q/Q Growth	-43.29%	-161.99%	-29.19%	181.55%	128.69%	-155.91%	151.41%	-64.84%	-265.25%	176.82%
EPS Q/Q Growth	-41.57%	-158.98%	-43.62%	178.46%	134.69%	-156.04%	153.18%	-65.49%	-285.71%	174.41%
Operating Cash Flow Q/Q Growth	-27.07%	154.78%	-35.50%	-25.67%	3.96%	44.73%	-12.73%	3.65%	-7.71%	11.80%
Free Cash Flow Firm Q/Q Growth	19.88%	-115.78%	-7.16%	0.09%	-108.06%	-49.01%	36.99%	48.18%	244.13%	157.04%
Invested Capital Q/Q Growth	2.14%	-0.06%	2.55%	3.75%	6.18%	-1.42%	1.35%	0.43%	-5.91%	0.69%
Profitability Metrics	-	-	-	-	-	-	-	-	-	-
Gross Margin	105.28%	213.28%	70.62%	171.57%	161.80%	6.67%	72.61%	85.98%	24.47%	252.07%
EBITDA Margin	106.68%	167.90%	16.62%	140.94%	156.06%	-76.18%	26.19%	55.08%	-37.06%	225.76%
Operating Margin	82.18%	219.12%	45.79%	146.88%	150.00%	19.18%	61.50%	64.14%	13.54%	251.95%
EBIT Margin	106.42%	168.24%	16.88%	141.24%	156.47%	-76.01%	26.75%	55.64%	-36.50%	225.41%
Profit (Net Income) Margin	81.57%	-49.76%	-64.26%	51.39%	113.51%	-64.62%	32.07%	11.20%	-18.39%	14.00%
Tax Burden Percent	73.98%	75.05%	72.83%	83.28%	79.67%	79.80%	88.82%	88.68%	80.48%	94.21%
Interest Burden Percent	103.61%	-39.41%	-522.65%	43.69%	91.06%	106.54%	134.98%	22.70%	62.59%	6.59%
Effective Tax Rate	26.02%	0.00%	0.00%	16.72%	20.33%	0.00%	11.18%	11.32%	0.00%	5.79%
Return on Invested Capital (ROIC)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ROIC Less NNEP Spread (ROIC-NNEP)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Net Nonoperating Assets (RNNOA)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Equity (ROE)	80.57%	60.91%	25.39%	4.40%	13.59%	9.68%	32.81%	23.48%	-8.90%	9.61%
Cash Return on Invested Capital (CROIC)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Operating Return on Assets (OROA)	3.31%	4.60%	0.46%	4.10%	4.82%	-2.26%	0.79%	1.67%	-1.11%	6.82%
Return on Assets (ROA)	2.54%	-1.36%	-1.77%	1.49%	3.49%	-1.92%	0.95%	0.34%	-0.56%	0.42%
Return on Common Equity (ROCE)	75.37%	56.71%	22.72%	3.94%	12.20%	8.98%	29.36%	21.06%	-8.04%	8.92%
Return on Equity Simple (ROE_SIMPLE)	92.29%	0.00%	29.03%	5.02%	14.31%	0.00%	31.98%	22.95%	-8.81%	0.00%
Net Operating Profit after Tax (NOPAT)	1,392	3,569	746	2,904	2,937	324	1,366	1,432	240	6,072
NOPAT Margin	60.80%	153.39%	32.05%	122.32%	119.50%	13.43%	54.62%	56.88%	9.48%	237.37%
Net Nonoperating Expense Percent (NNEP)	0.74%	-6.75%	-3.34%	-2.54%	-0.23%	-2.93%	-0.89%	-1.86%	-1.13%	-9.17%
Return On Investment Capital (ROIC_SIMPLE)	-	29.71%	-	-	-	2.62%	-	-	-	50.53%
Cost of Revenue to Revenue	-5.28%	-113.28%	29.38%	-71.57%	-61.80%	93.33%	27.39%	14.02%	75.53%	-152.07%
SG&A Expenses to Revenue	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
R&D to Revenue	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Operating Expenses to Revenue	23.10%	-5.84%	24.83%	24.68%	11.80%	-12.51%	11.12%	21.84%	10.93%	0.12%
Earnings before Interest and Taxes (EBIT)	2,437	3,915	393	3,353	3,846	-1,835	669	1,401	-925	5,766
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	2,443	3,907	387	3,346	3,836	-1,839	655	1,387	-939	5,775
Valuation Ratios	-	-	-	-	-	-	-	-	-	-
Price to Book Value (P/BV)	0.24	0.30	0.35	0.30	0.34	0.41	0.53	0.59	0.68	0.70
Price to Tangible Book Value (P/TBV)	0.24	0.30	0.35	0.30	0.34	0.41	0.53	0.59	0.68	0.70
Price to Revenue (P/Rev)	0.20	0.28	0.31	0.26	0.32	0.41	0.52	0.57	0.68	0.64
Price to Earnings (P/E)	0.26	0.42	1.15	5.51	2.27	4.36	1.59	2.53	0.00	7.13
Dividend Yield	8.58%	7.01%	6.52%	8.04%	6.58%	5.03%	3.91%	3.56%	2.98%	3.22%
Earnings Yield	383.49%	237.33%	87.09%	18.16%	43.98%	22.91%	62.70%	39.55%	0.00%	14.02%
Enterprise Value to Invested Capital (EV/IC)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Revenue (EV/Rev)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to EBITDA (EV/EBITDA)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to EBIT (EV/EBIT)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to NOPAT (EV/NOPAT)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Operating Cash Flow (EV/OCF)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Free Cash Flow (EV/FCFF)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Leverage & Solvency	-	-	-	-	-	-	-	-	-	-
Debt to Equity	0.27	0.28	0.28	0.28	0.26	0.20	0.20	0.20	0.19	0.20
Long-Term Debt to Equity	0.27	0.28	0.28	0.28	0.26	0.20	0.20	0.20	0.19	0.20
Financial Leverage	-6.30	-6.85	-6.80	-6.71	-6.41	-6.52	-6.38	-6.29	-5.91	-6.13
Leverage Ratio	32.46	33.76	34.12	32.59	30.94	32.73	33.38	33.73	31.20	32.92
Compound Leverage Factor	33.63	-13.31	-178.33	14.24	28.18	34.87	45.06	7.66	19.53	2.17
Debt to Total Capital	21.35%	21.93%	21.75%	21.84%	20.45%	16.47%	16.41%	16.51%	15.71%	16.93%
Short-Term Debt to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Long-Term Debt to Total Capital	21.35%	21.93%	21.75%	21.84%	20.45%	16.47%	16.41%	16.51%	15.71%	16.93%
Preferred Equity to Total Capital	0.00%	0.00%	4.41%	4.42%	4.14%	4.31%	4.30%	4.33%	4.12%	4.44%
Noncontrolling Interests to Total Capital	5.91%	6.09%	6.85%	6.40%	6.01%	1.33%	1.51%	1.62%	1.62%	1.81%
Common Equity to Total Capital	72.74%	71.97%	66.99%	67.34%	69.41%	77.90%	77.78%	77.54%	78.55%	76.82%
Debt to EBITDA	0.24	0.27	0.35	0.26	0.23	0.36	0.33	0.49	-3.08	0.30
Net Debt to EBITDA	-6.14	-6.96	-8.60	-6.27	-5.29	-10.76	-10.04	-14.74	97.37	-9.16
Long-Term Debt to EBITDA	0.24	0.27	0.35	0.26	0.23	0.36	0.33	0.49	-3.08	0.30
Debt to NOPAT	0.47	0.40	0.46	0.22	0.21	0.24	0.30	0.39	1.00	0.21
Net Debt to NOPAT	-12.06	-10.02	-11.47	-5.37	-4.92	-7.11	-9.05	-11.64	-31.77	-6.63
Long-Term Debt to NOPAT	0.47	0.40	0.46	0.22	0.21	0.24	0.30	0.39	1.00	0.21
Altman Z-Score	0.30	0.29	0.24	0.26	0.28	0.21	0.23	0.24	0.23	0.30
Noncontrolling Interest Sharing Ratio	6.45%	6.90%	10.51%	10.39%	10.21%	7.25%	10.50%	10.34%	9.69%	7.13%
Liquidity Ratios	-	-	-	-	-	-	-	-	-	-
Current Ratio	23.23	24.62	32.75	26.40	17.89	38.21	35.45	50.52	115.72	132.76
Quick Ratio	22.36	24.01	32.06	25.88	17.52	37.89	35.28	50.27	115.03	131.94
Cash Flow Metrics	-	-	-	-	-	-	-	-	-	-
Free Cash Flow to Firm (FCFF)	7,408	-1,169	-1,891	-1,889	-3,931	-5,857	-4,046	-2,097	3,022	7,768
Operating Cash Flow to CapEx	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Free Cash Flow to Firm to Interest Expense	255.45	-116.87	-67.53	-67.47	-12.60	0.00	-112.39	-80.65	120.88	554.85
Operating Cash Flow to Interest Expense	30.66	226.50	52.18	38.79	3.62	0.00	39.61	56.85	54.56	108.93
Operating Cash Flow Less CapEx to Interest Expense	30.66	226.50	52.18	38.79	3.62	0.00	39.61	56.85	54.56	108.93
Efficiency Ratios	-	-	-	-	-	-	-	-	-	-
Asset Turnover	0.03	0.03	0.03	0.03	0.03	0.03	0.03	0.03	0.03	0.03
Accounts Receivable Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Inventory Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Fixed Asset Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Accounts Payable Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Days Sales Outstanding (DSO)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Days Inventory Outstanding (DIO)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Days Payable Outstanding (DPO)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Cash Conversion Cycle (CCC)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Capital & Investment Metrics	-	-	-	-	-	-	-	-	-	-
Invested Capital	-57,443	-57,475	-56,011	-53,909	-50,575	-51,294	-50,599	-50,380	-53,357	-52,990
Invested Capital Turnover	-0.19	-0.16	-0.16	-0.17	-0.18	-0.18	-0.18	-0.19	-0.19	-0.19
Increase / (Decrease) in Invested Capital	-6,016	4,738	2,637	4,793	6,868	6,181	5,412	3,529	-2,782	-1,696
Enterprise Value (EV)	-64,290	-63,514	-61,251	-59,627	-56,521	-57,008	-55,163	-54,268	-56,658	-55,789
Market Capitalization	2,127	2,607	2,865	2,401	2,999	3,923	5,072	5,663	6,864	6,432
Book Value per Share	$105.74	$104.12	$98.50	$98.42	$109.20	$121.22	$124.48	$125.24	$135.10	$124.98
Tangible Book Value per Share	$105.74	$104.12	$98.50	$98.42	$109.20	$121.22	$124.48	$125.24	$135.10	$124.98
Total Capital	12,337	12,013	12,099	12,056	12,888	12,371	12,389	12,318	12,940	12,016
Total Debt	2,634	2,635	2,632	2,633	2,635	2,037	2,033	2,034	2,033	2,034
Total Long-Term Debt	2,634	2,635	2,632	2,633	2,635	2,037	2,033	2,034	2,033	2,034
Net Debt	-67,146	-66,853	-65,478	-63,332	-60,828	-61,628	-60,955	-60,664	-64,264	-62,972
Capital Expenditures (CapEx)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Debt-free, Cash-free Net Working Capital (DFCFNWC)	-275	-795	-459	-870	-1,623	-820	-1,075	-674	-130	-64
Debt-free Net Working Capital (DFNWC)	49,472	48,779	47,947	46,132	43,030	45,023	44,371	44,571	48,758	47,567
Net Working Capital (NWC)	49,472	48,779	47,947	46,132	43,030	45,023	44,371	44,571	48,758	47,567
Net Nonoperating Expense (NNE)	-476	4,727	2,242	1,684	147	1,884	564	1,150	706	5,714
Net Nonoperating Obligations (NNO)	-67,146	-66,853	-65,478	-63,332	-60,828	-61,628	-60,955	-60,664	-64,264	-62,972
Total Depreciation and Amortization (D&A)	6.00	-8.00	-6.00	-7.00	-10	-4.00	-14	-14	-14	9.00
Debt-free, Cash-free Net Working Capital to Revenue	-2.65%	-8.43%	-4.95%	-9.32%	-17.08%	-8.56%	-10.94%	-6.76%	-1.29%	-0.63%
Debt-free Net Working Capital to Revenue	476.06%	517.22%	516.95%	494.24%	452.85%	470.26%	451.71%	447.19%	485.49%	470.45%
Net Working Capital to Revenue	476.06%	517.22%	516.95%	494.24%	452.85%	470.26%	451.71%	447.19%	485.49%	470.45%
Earnings Adjustments	-	-	-	-	-	-	-	-	-	-
Adjusted Basic Earnings per Share	$17.38	($13.11)	($18.11)	$14.58	$33.66	($19.14)	$10.04	$3.45	($6.37)	$4.74
Adjusted Weighted Average Basic Shares Outstanding	83.04M	82.28M	82.49M	81.91M	79.50M	77.41M	76.26M	75.24M	73.86M	72.65M
Adjusted Diluted Earnings per Share	$16.83	($12.61)	($18.11)	$14.21	$33.35	($18.69)	$9.94	$3.43	($6.37)	$4.74
Adjusted Weighted Average Diluted Shares Outstanding	83.04M	82.28M	82.49M	81.91M	79.50M	77.41M	76.26M	75.24M	73.86M	72.65M
Adjusted Basic & Diluted Earnings per Share	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	83.04M	82.28M	82.49M	81.91M	79.50M	77.41M	76.26M	75.24M	73.86M	72.65M
Normalized Net Operating Profit after Tax (NOPAT)	1,392	3,569	746	2,904	2,937	324	1,366	1,432	240	6,072
Normalized NOPAT Margin	60.80%	153.39%	32.05%	122.32%	119.50%	13.43%	54.62%	56.88%	9.48%	237.37%
Pre Tax Income Margin	110.26%	-66.31%	-88.23%	61.71%	142.47%	-80.99%	36.11%	12.63%	-22.85%	14.86%
Debt Service Ratios	-	-	-	-	-	-	-	-	-	-
EBIT to Interest Expense	84.03	391.50	14.04	119.75	12.33	0.00	18.58	53.88	-37.00	411.86
NOPAT to Interest Expense	48.01	356.93	26.65	103.71	9.41	0.00	37.94	55.08	9.60	433.70
EBIT Less CapEx to Interest Expense	84.03	391.50	14.04	119.75	12.33	0.00	18.58	53.88	-37.00	411.86
NOPAT Less CapEx to Interest Expense	48.01	356.93	26.65	103.71	9.41	0.00	37.94	55.08	9.60	433.70
Payout Ratios	-	-	-	-	-	-	-	-	-	-
Dividend Payout Ratio	2.43%	2.99%	7.38%	45.62%	15.56%	34.38%	10.52%	14.82%	-36.62%	26.13%
Augmented Payout Ratio	8.34%	8.14%	17.38%	102.07%	36.06%	66.46%	21.46%	30.86%	-80.47%	71.41%

Frequently Asked Questions About Jackson Financial's Financials

When does Jackson Financial's fiscal year end?

According to the most recent income statement we have on file, Jackson Financial's financial year ends in December. Their financial year 2024 ended on December 31, 2024.

How has Jackson Financial's net income changed over the last 5 years?

Jackson Financial's net income appears to be on an upward trend, with a most recent value of $976 million in 2024, falling from -$442 million in 2019. The previous period was $954 million in 2023. Check out Jackson Financial's forecast to explore projected trends and price targets.

What is Jackson Financial's operating income?

Jackson Financial's total operating income in 2024 was $9.94 billion, based on the following breakdown:

Total Gross Profit: $11.05 billion
Total Operating Expenses: $1.11 billion

How has Jackson Financial revenue changed over the last 5 years?

Over the last 5 years, Jackson Financial's total revenue changed from $2.91 billion in 2019 to $10.11 billion in 2024, a change of 247.3%.

How much debt does Jackson Financial have?

Jackson Financial's total liabilities were at $328.47 billion at the end of 2024, a 2.7% increase from 2023, and a 4.4% decrease since 2020.

How much cash does Jackson Financial have?

In the past 4 years, Jackson Financial's cash and equivalents has ranged from $2.02 billion in 2020 to $4.30 billion in 2022, and is currently $3.77 billion as of their latest financial filing in 2024.

How has Jackson Financial's book value per share changed over the last 5 years?

Over the last 5 years, Jackson Financial's book value per share changed from 0.00 in 2019 to 124.98 in 2024, a change of 12,497.7%.

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This page (NYSE:JXN) was last updated on 5/4/2025 by MarketBeat.com Staff

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Jackson Financial (JXN) Financials

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Jackson Financial (JXN) Financials

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