Jackson Financial (JXN) Financials

$80.90 -0.36 (-0.44%)

Closing price 05/23/2025 03:59 PM Eastern

Extended Trading

$80.92 +0.02 (+0.02%)

As of 05/23/2025 04:14 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	2024	2023	2022	2021	2020	2019
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Net Income / (Loss) Attributable to Common Shareholders	902	899	6,186	3,417	-1,634	-497
Consolidated Net Income / (Loss)	976	954	6,229	3,679	-1,637	-442
Net Income / (Loss) Continuing Operations	976	954	6,229	3,679	-1,637	-442
Total Pre-Tax Income	1,022	958	7,734	4,345	-2,491	-811
Total Operating Income	9,941	8,703	8,281	8,559	260	1,826
Total Gross Profit	11,049	9,855	9,507	10,698	-273	845
Total Revenue	10,111	9,574	9,431	10,537	3,546	2,911
Operating Revenue	10,111	9,574	9,431	10,537	3,546	2,842
Total Cost of Revenue	-938	-281	-76	-161	3,819	2,066
Operating Cost of Revenue	-938	-281	-76	-161	3,819	2,066
Total Operating Expenses	1,108	1,152	1,226	2,139	-533	-981
Amortization Expense	1,108	1,152	1,226	2,139	-533	-981
Total Other Income / (Expense), net	-8,919	-7,745	-547	-4,214	-2,751	-2,637
Interest Expense	101	109	98	37	88	99
Interest & Investment Income	-5,788	-4,690	-1,769	-4,156	-	-
Other Income / (Expense), net	-3,030	-2,946	1,320	-21	-2,663	-2,538
Income Tax Expense	46	4.00	1,505	666	-854	-369
Preferred Stock Dividends Declared	44	35	0.00	0.00	-	-
Net Income / (Loss) Attributable to Noncontrolling Interest	30	20	43	262	-3.00	0.00
Basic Earnings per Share	$11.86	$10.99	$72.34	$36.35	($24.14)	($13.16)
Weighted Average Basic Shares Outstanding	72.65M	77.41M	82.28M	87.43M	-	-
Diluted Earnings per Share	$11.74	$10.76	$69.75	$36.17	($24.14)	($13.16)
Weighted Average Diluted Shares Outstanding	72.65M	77.41M	82.28M	87.43M	-	-
Weighted Average Basic & Diluted Shares Outstanding	72.65M	77.41M	82.28M	87.43M	-	-
Cash Dividends to Common per Share	$2.80	$2.48	$2.20	$0.50	-	-

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	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Net Income / (Loss) Attributable to Common Shareholders	-35	334	-480	264	784	-1,570	2,762	1,204	-1,497	-1,150	1,879
Consolidated Net Income / (Loss)	-18	358	-466	282	802	-1,560	2,790	1,220	-1,496	-1,158	1,868
Net Income / (Loss) Continuing Operations	-18	358	-466	282	802	-1,560	2,790	1,220	-1,496	-1,158	1,868
Total Pre-Tax Income	-17	380	-579	318	903	-1,955	3,502	1,465	-2,054	-1,543	2,525
Total Operating Income	-642	6,445	343	1,615	1,538	463	3,687	3,487	1,066	5,099	1,882
Total Gross Profit	-367	6,448	620	2,165	1,816	161	3,977	4,073	1,644	4,963	2,411
Total Revenue	2,568	2,558	2,534	2,518	2,501	2,414	2,458	2,374	2,328	2,327	2,290
Operating Revenue	2,568	2,558	2,534	2,518	2,501	2,414	2,458	2,374	2,328	2,327	2,290
Total Cost of Revenue	2,935	-3,890	1,914	353	685	2,253	-1,519	-1,699	684	-2,636	-121
Operating Cost of Revenue	2,935	-3,890	1,914	353	685	2,253	-1,519	-1,699	684	-2,636	-121
Total Operating Expenses	275	3.00	277	550	278	-302	290	586	578	-136	529
Amortization Expense	275	3.00	277	550	278	-302	290	586	578	-136	529
Total Other Income / (Expense), net	625	-6,065	-922	-1,297	-635	-2,418	-185	-2,022	-3,120	-6,642	643
Interest Expense	25	14	25	26	36	-259	312	28	28	10	29
Interest & Investment Income	1,570	-5,372	371	-1,057	270	-379	-32	-1,860	-2,419	-5,448	117
Other Income / (Expense), net	-920	-679	-1,268	-214	-869	-2,298	159	-134	-673	-1,184	555
Income Tax Expense	1.00	22	-113	36	101	-395	712	245	-558	-385	657
Preferred Stock Dividends Declared	11	11	11	11	11	11	11	13	0.00	-	0.00
Net Income / (Loss) Attributable to Noncontrolling Interest	6.00	13	3.00	7.00	7.00	-1.00	17	3.00	1.00	-8.00	-11
Basic Earnings per Share	($0.48)	$4.74	($6.37)	$3.45	$10.04	($19.14)	$33.66	$14.58	($18.11)	($13.11)	$22.08
Weighted Average Basic Shares Outstanding	71.44M	72.65M	73.86M	75.24M	76.26M	77.41M	79.50M	81.91M	82.49M	82.28M	83.04M
Diluted Earnings per Share	($0.48)	$4.74	($6.37)	$3.43	$9.94	($18.69)	$33.35	$14.21	($18.11)	($12.61)	$21.38
Weighted Average Diluted Shares Outstanding	71.44M	72.65M	73.86M	75.24M	76.26M	77.41M	79.50M	81.91M	82.49M	82.28M	83.04M
Weighted Average Basic & Diluted Shares Outstanding	71.44M	72.65M	73.86M	75.24M	76.26M	77.41M	79.50M	81.91M	82.49M	82.28M	83.04M
Cash Dividends to Common per Share	$0.80	-	$0.70	$0.70	$0.70	-	$0.62	$0.62	$0.62	-	$0.55

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

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	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Net Change in Cash & Equivalents	120	706	1,322	-805	-147	-74	662	322	-2,520	-1,040	75
Net Cash From Operating Activities	1,594	1,525	1,364	1,478	1,426	1,634	1,129	1,086	1,461	2,265	889
Net Cash From Continuing Operating Activities	1,594	1,525	1,364	1,478	1,426	1,634	1,129	1,086	1,461	2,265	889
Net Income / (Loss) Continuing Operations	-18	358	-466	282	802	-1,560	2,790	1,220	-1,496	-1,158	1,868
Consolidated Net Income / (Loss)	-18	358	-466	282	802	-1,560	2,790	1,220	-1,496	-1,158	1,868
Amortization Expense	-8.00	9.00	-14	-14	-14	-4.00	-10	-7.00	-6.00	-8.00	6.00
Non-Cash Adjustments To Reconcile Net Income	1,503	879	1,792	1,110	493	3,218	-2,412	-347	3,386	1,465	-1,209
Changes in Operating Assets and Liabilities, net	117	279	52	100	145	-20	761	220	-423	1,966	224
Net Cash From Investing Activities	-953	-2,769	-401	-1,914	-2,006	93	2,119	78	-2,882	-3,843	-146
Net Cash From Continuing Investing Activities	-953	-2,769	-401	-1,914	-2,006	93	2,119	78	-2,882	-3,843	-146
Purchase of Investments	-2,983	-5,875	-3,726	-4,715	-5,031	-4,279	-1,396	-3,115	-6,721	-7,188	-2,682
Sale and/or Maturity of Investments	2,303	3,157	3,220	3,121	3,098	4,039	3,590	3,110	3,557	3,255	2,523
Other Investing Activities, net	-273	-51	105	-320	-73	333	-75	83	282	90	13
Net Cash From Financing Activities	-521	1,950	359	-369	433	-1,801	-2,586	-842	-1,099	538	-668
Net Cash From Continuing Financing Activities	-521	1,950	359	-369	433	-1,801	-2,586	-842	-1,099	538	-668
Repayment of Debt	-31	-20	-108	-54	-349	-908	-	-42	-4.00	-51	2.00
Repurchase of Preferred Equity	-517	732	-976	-22	1,798	-5.00	-1,650	554	76	1,022	-6.00
Repurchase of Common Equity	-202	-99	-114	-109	-120	-70	-72	-94	-70	-42	-39
Payment of Dividends	-69	-62	-64	-64	-65	-152	-62	-63	-51	-35	-49
Issuance of Debt	-485	738	-71	598	133	367	180	-	0.00	-	-
Issuance of Common Equity	0.00	-	6.00	6.00	17	111	-	-	0.00	-	-
Other Financing Activities, net	783	661	1,686	-724	-981	-1,144	-982	-1,197	-1,583	-356	-576
Cash Interest Paid	42	83	45	102	33	57	27	78	21	59	8.00
Cash Income Taxes Paid	-20	-160	-5.00	157	0.00	-2.00	-19	-	0.00	-3.00	-

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

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	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q3 2023	Q2 2023	Q1 2023	Q3 2022
Period end date	3/31/2025	9/30/2024	6/30/2024	3/31/2024	9/30/2023	6/30/2023	3/31/2023	9/30/2022
Total Assets	327,193	345,662	337,776	340,280	314,534	326,980	321,464	302,970
Total Current Assets	50,682	49,183	45,471	45,659	45,578	47,948	49,457	51,697
Cash & Equivalents	3,887	3,061	1,736	2,542	2,760	2,100	1,779	5,331
Short-Term Investments	46,208	45,827	43,509	42,904	41,893	44,902	46,627	44,416
Other Current Assets	587	295	226	213	925	946	1,051	1,950
Plant, Property, & Equipment, net	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Total Noncurrent Assets	276,511	296,479	292,305	294,621	268,956	279,032	272,007	251,273
Long-Term Investments	17,468	17,409	17,453	17,542	18,810	18,963	19,704	20,033
Noncurrent Deferred & Refundable Income Taxes	382	527	768	749	632	681	755	759
Other Noncurrent Operating Assets	258,661	278,543	274,084	276,330	249,514	259,388	251,548	230,481
Total Liabilities & Shareholders' Equity	327,193	345,662	337,776	340,280	314,534	326,980	321,464	302,970
Total Liabilities	316,668	334,755	327,492	329,924	304,281	317,557	311,997	293,267
Total Current Liabilities	256	425	900	1,288	2,548	1,816	1,510	2,225
Other Current Liabilities	256	425	900	1,288	2,548	1,816	1,510	2,225
Total Noncurrent Liabilities	316,412	334,330	326,592	328,636	301,733	315,741	310,487	291,042
Long-Term Debt	2,030	2,033	2,034	2,033	2,635	2,633	2,632	2,634
Other Noncurrent Operating Liabilities	314,382	332,297	324,558	326,603	299,098	313,108	307,855	288,408
Commitments & Contingencies	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	10,525	10,907	10,284	10,356	10,253	9,423	9,467	9,703
Total Preferred & Common Equity	10,301	10,698	10,084	10,169	9,478	8,652	8,638	8,974
Preferred Stock	533	533	533	533	533	533	533	-
Total Common Equity	9,768	10,165	9,551	9,636	8,945	8,119	8,105	8,974
Common Stock	6,043	6,026	6,008	6,006	6,008	5,998	6,071	6,037
Retained Earnings	7,623	7,431	7,965	7,766	8,661	5,952	4,852	9,065
Treasury Stock	-1,179	-909	-796	-713	-537	-466	-510	-410
Accumulated Other Comprehensive Income / (Loss)	-2,719	-2,383	-3,626	-3,423	-5,187	-3,365	-2,308	-5,718
Noncontrolling Interest	224	209	200	187	775	771	829	729

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

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

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

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Growth Metrics	-	-	-	-	-	-	-	-	-	-	-
Revenue Growth	2.68%	5.97%	3.09%	6.07%	7.43%	3.74%	7.34%	2.55%	-6.84%	-29.23%	45.40%
EBITDA Growth	-144.40%	414.03%	-124.48%	-58.55%	69.25%	-147.07%	57.02%	286.37%	-83.85%	-25.27%	801.48%
EBIT Growth	-144.00%	414.22%	-124.05%	-58.22%	70.23%	-146.87%	57.82%	289.43%	-83.54%	-24.99%	844.57%
NOPAT Growth	-111.92%	1,773.46%	-91.83%	-50.68%	83.06%	-90.92%	110.97%	1,789.24%	-42.20%	10.87%	50.14%
Net Income Growth	-102.24%	122.95%	-116.70%	-76.89%	153.61%	-34.72%	49.36%	-62.96%	-167.24%	-229.39%	597.01%
EPS Growth	-104.83%	125.36%	-119.10%	-75.86%	154.89%	-48.22%	55.99%	-61.16%	-174.25%	-245.28%	880.73%
Operating Cash Flow Growth	11.78%	-6.67%	20.81%	36.10%	-2.40%	-27.86%	27.00%	-10.91%	75.39%	5.50%	-35.90%
Free Cash Flow Firm Growth	341.17%	232.63%	176.89%	-10.99%	-113.98%	-401.15%	-153.06%	-130.57%	-103.15%	0.00%	-85.85%
Invested Capital Growth	-8.71%	-3.31%	-5.50%	6.55%	9.66%	10.75%	11.96%	8.17%	4.50%	7.62%	-11.70%
Revenue Q/Q Growth	0.39%	0.95%	0.64%	0.68%	1.30%	-1.79%	3.54%	1.98%	-0.60%	1.62%	-1.08%
EBITDA Q/Q Growth	-127.19%	715.02%	-167.70%	111.76%	143.67%	-147.94%	14.64%	764.60%	-90.13%	59.93%	182.10%
EBIT Q/Q Growth	-127.09%	723.35%	-166.02%	109.42%	144.72%	-147.71%	14.70%	753.18%	-90.00%	60.65%	183.04%
NOPAT Q/Q Growth	-107.40%	2,428.89%	-83.24%	4.85%	668.92%	-88.97%	1.15%	289.15%	-74.91%	156.36%	909.94%
Net Income Q/Q Growth	-105.03%	176.82%	-265.25%	-64.84%	151.41%	-155.91%	128.69%	181.55%	-29.19%	-161.99%	-43.29%
EPS Q/Q Growth	-110.13%	174.41%	-285.71%	-65.49%	153.18%	-156.04%	134.69%	178.46%	-43.62%	-158.98%	-41.57%
Operating Cash Flow Q/Q Growth	4.52%	11.80%	-7.71%	3.65%	-12.73%	44.73%	3.96%	-25.67%	-35.50%	154.78%	-27.07%
Free Cash Flow Firm Q/Q Growth	-49.03%	157.04%	244.13%	48.18%	36.99%	-49.01%	-108.06%	0.09%	-7.16%	-115.78%	19.88%
Invested Capital Q/Q Growth	-3.81%	0.69%	-5.91%	0.43%	1.35%	-1.42%	6.18%	3.75%	2.55%	-0.06%	2.14%
Profitability Metrics	-	-	-	-	-	-	-	-	-	-	-
Gross Margin	-14.29%	252.07%	24.47%	85.98%	72.61%	6.67%	161.80%	171.57%	70.62%	213.28%	105.28%
EBITDA Margin	-61.14%	225.76%	-37.06%	55.08%	26.19%	-76.18%	156.06%	140.94%	16.62%	167.90%	106.68%
Operating Margin	-25.00%	251.95%	13.54%	64.14%	61.50%	19.18%	150.00%	146.88%	45.79%	219.12%	82.18%
EBIT Margin	-60.83%	225.41%	-36.50%	55.64%	26.75%	-76.01%	156.47%	141.24%	16.88%	168.24%	106.42%
Profit (Net Income) Margin	-0.70%	14.00%	-18.39%	11.20%	32.07%	-64.62%	113.51%	51.39%	-64.26%	-49.76%	81.57%
Tax Burden Percent	105.88%	94.21%	80.48%	88.68%	88.82%	79.80%	79.67%	83.28%	72.83%	75.05%	73.98%
Interest Burden Percent	1.09%	6.59%	62.59%	22.70%	134.98%	106.54%	91.06%	43.69%	-522.65%	-39.41%	103.61%
Effective Tax Rate	0.00%	5.79%	0.00%	11.32%	11.18%	0.00%	20.33%	16.72%	0.00%	0.00%	26.02%
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%	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%	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%	0.00%
Return on Equity (ROE)	1.49%	9.61%	-8.90%	23.48%	32.81%	9.68%	13.59%	4.40%	25.39%	60.91%	80.57%
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%	0.00%
Operating Return on Assets (OROA)	-1.86%	6.82%	-1.11%	1.67%	0.79%	-2.26%	4.82%	4.10%	0.46%	4.60%	3.31%
Return on Assets (ROA)	-0.02%	0.42%	-0.56%	0.34%	0.95%	-1.92%	3.49%	1.49%	-1.77%	-1.36%	2.54%
Return on Common Equity (ROCE)	1.39%	8.92%	-8.04%	21.06%	29.36%	8.98%	12.20%	3.94%	22.72%	56.71%	75.37%
Return on Equity Simple (ROE_SIMPLE)	1.51%	0.00%	-8.81%	22.95%	31.98%	0.00%	14.31%	5.02%	29.03%	0.00%	92.29%
Net Operating Profit after Tax (NOPAT)	-449	6,072	240	1,432	1,366	324	2,937	2,904	746	3,569	1,392
NOPAT Margin	-17.50%	237.37%	9.48%	56.88%	54.62%	13.43%	119.50%	122.32%	32.05%	153.39%	60.80%
Net Nonoperating Expense Percent (NNEP)	0.68%	-9.17%	-1.13%	-1.86%	-0.89%	-2.93%	-0.23%	-2.54%	-3.34%	-6.75%	0.74%
Return On Investment Capital (ROIC_SIMPLE)	-3.58%	50.53%	-	-	-	2.62%	-	-	-	29.71%	-
Cost of Revenue to Revenue	114.29%	-152.07%	75.53%	14.02%	27.39%	93.33%	-61.80%	-71.57%	29.38%	-113.28%	-5.28%
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%	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%	0.00%
Operating Expenses to Revenue	10.71%	0.12%	10.93%	21.84%	11.12%	-12.51%	11.80%	24.68%	24.83%	-5.84%	23.10%
Earnings before Interest and Taxes (EBIT)	-1,562	5,766	-925	1,401	669	-1,835	3,846	3,353	393	3,915	2,437
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	-1,570	5,775	-939	1,387	655	-1,839	3,836	3,346	387	3,907	2,443
Valuation Ratios	-	-	-	-	-	-	-	-	-	-	-
Price to Book Value (P/BV)	0.62	0.70	0.68	0.59	0.53	0.41	0.34	0.30	0.35	0.30	0.24
Price to Tangible Book Value (P/TBV)	0.62	0.70	0.68	0.59	0.53	0.41	0.34	0.30	0.35	0.30	0.24
Price to Revenue (P/Rev)	0.60	0.64	0.68	0.57	0.52	0.41	0.32	0.26	0.31	0.28	0.20
Price to Earnings (P/E)	73.33	7.13	0.00	2.53	1.59	4.36	2.27	5.51	1.15	0.42	0.26
Dividend Yield	3.46%	3.22%	2.98%	3.56%	3.91%	5.03%	6.58%	8.04%	6.52%	7.01%	8.58%
Earnings Yield	1.36%	14.02%	0.00%	39.55%	62.70%	22.91%	43.98%	18.16%	87.09%	237.33%	383.49%
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	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	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	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	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	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	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	0.00
Leverage & Solvency	-	-	-	-	-	-	-	-	-	-	-
Debt to Equity	0.19	0.20	0.19	0.20	0.20	0.20	0.26	0.28	0.28	0.28	0.27
Long-Term Debt to Equity	0.19	0.20	0.19	0.20	0.20	0.20	0.26	0.28	0.28	0.28	0.27
Financial Leverage	-6.06	-6.13	-5.91	-6.29	-6.38	-6.52	-6.41	-6.71	-6.80	-6.85	-6.30
Leverage Ratio	31.97	32.92	31.20	33.73	33.38	32.73	30.94	32.59	34.12	33.76	32.46
Compound Leverage Factor	0.35	2.17	19.53	7.66	45.06	34.87	28.18	14.24	-178.33	-13.31	33.63
Debt to Total Capital	16.17%	16.93%	15.71%	16.51%	16.41%	16.47%	20.45%	21.84%	21.75%	21.93%	21.35%
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%	0.00%
Long-Term Debt to Total Capital	16.17%	16.93%	15.71%	16.51%	16.41%	16.47%	20.45%	21.84%	21.75%	21.93%	21.35%
Preferred Equity to Total Capital	4.25%	4.44%	4.12%	4.33%	4.30%	4.31%	4.14%	4.42%	4.41%	0.00%	0.00%
Noncontrolling Interests to Total Capital	1.78%	1.81%	1.62%	1.62%	1.51%	1.33%	6.01%	6.40%	6.85%	6.09%	5.91%
Common Equity to Total Capital	77.80%	76.82%	78.55%	77.54%	77.78%	77.90%	69.41%	67.34%	66.99%	71.97%	72.74%
Debt to EBITDA	1.15	0.30	-3.08	0.49	0.33	0.36	0.23	0.26	0.35	0.27	0.24
Net Debt to EBITDA	-36.98	-9.16	97.37	-14.74	-10.04	-10.76	-5.29	-6.27	-8.60	-6.96	-6.14
Long-Term Debt to EBITDA	1.15	0.30	-3.08	0.49	0.33	0.36	0.23	0.26	0.35	0.27	0.24
Debt to NOPAT	0.26	0.21	1.00	0.39	0.30	0.24	0.21	0.22	0.46	0.40	0.47
Net Debt to NOPAT	-8.48	-6.63	-31.77	-11.64	-9.05	-7.11	-4.92	-5.37	-11.47	-10.02	-12.06
Long-Term Debt to NOPAT	0.26	0.21	1.00	0.39	0.30	0.24	0.21	0.22	0.46	0.40	0.47
Altman Z-Score	0.24	0.30	0.23	0.24	0.23	0.21	0.28	0.26	0.24	0.29	0.30
Noncontrolling Interest Sharing Ratio	7.07%	7.13%	9.69%	10.34%	10.50%	7.25%	10.21%	10.39%	10.51%	6.90%	6.45%
Liquidity Ratios	-	-	-	-	-	-	-	-	-	-	-
Current Ratio	197.98	132.76	115.72	50.52	35.45	38.21	17.89	26.40	32.75	24.62	23.23
Quick Ratio	195.68	131.94	115.03	50.27	35.28	37.89	17.52	25.88	32.06	24.01	22.36
Cash Flow Metrics	-	-	-	-	-	-	-	-	-	-	-
Free Cash Flow to Firm (FCFF)	3,960	7,768	3,022	-2,097	-4,046	-5,857	-3,931	-1,889	-1,891	-1,169	7,408
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%	0.00%
Free Cash Flow to Firm to Interest Expense	158.38	554.85	120.88	-80.65	-112.39	0.00	-12.60	-67.47	-67.53	-116.87	255.45
Operating Cash Flow to Interest Expense	63.76	108.93	54.56	56.85	39.61	0.00	3.62	38.79	52.18	226.50	30.66
Operating Cash Flow Less CapEx to Interest Expense	63.76	108.93	54.56	56.85	39.61	0.00	3.62	38.79	52.18	226.50	30.66
Efficiency Ratios	-	-	-	-	-	-	-	-	-	-	-
Asset Turnover	0.03	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	0.00
Inventory Turnover	0.00	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	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	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	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	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	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	0.00
Capital & Investment Metrics	-	-	-	-	-	-	-	-	-	-	-
Invested Capital	-55,008	-52,990	-53,357	-50,380	-50,599	-51,294	-50,575	-53,909	-56,011	-57,475	-57,443
Invested Capital Turnover	-0.19	-0.19	-0.19	-0.19	-0.18	-0.18	-0.18	-0.17	-0.16	-0.16	-0.19
Increase / (Decrease) in Invested Capital	-4,409	-1,696	-2,782	3,529	5,412	6,181	6,868	4,793	2,637	4,738	-6,016
Enterprise Value (EV)	-58,690	-55,789	-56,658	-54,268	-55,163	-57,008	-56,521	-59,627	-61,251	-63,514	-64,290
Market Capitalization	6,086	6,432	6,864	5,663	5,072	3,923	2,999	2,401	2,865	2,607	2,127
Book Value per Share	$134.46	$124.98	$135.10	$125.24	$124.48	$121.22	$109.20	$98.42	$98.50	$104.12	$105.74
Tangible Book Value per Share	$134.46	$124.98	$135.10	$125.24	$124.48	$121.22	$109.20	$98.42	$98.50	$104.12	$105.74
Total Capital	12,555	12,016	12,940	12,318	12,389	12,371	12,888	12,056	12,099	12,013	12,337
Total Debt	2,030	2,034	2,033	2,034	2,033	2,037	2,635	2,633	2,632	2,635	2,634
Total Long-Term Debt	2,030	2,034	2,033	2,034	2,033	2,037	2,635	2,633	2,632	2,635	2,634
Net Debt	-65,533	-62,972	-64,264	-60,664	-60,955	-61,628	-60,828	-63,332	-65,478	-66,853	-67,146
Capital Expenditures (CapEx)	0.00	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)	331	-64	-130	-674	-1,075	-820	-1,623	-870	-459	-795	-275
Debt-free Net Working Capital (DFNWC)	50,426	47,567	48,758	44,571	44,371	45,023	43,030	46,132	47,947	48,779	49,472
Net Working Capital (NWC)	50,426	47,567	48,758	44,571	44,371	45,023	43,030	46,132	47,947	48,779	49,472
Net Nonoperating Expense (NNE)	-431	5,714	706	1,150	564	1,884	147	1,684	2,242	4,727	-476
Net Nonoperating Obligations (NNO)	-65,533	-62,972	-64,264	-60,664	-60,955	-61,628	-60,828	-63,332	-65,478	-66,853	-67,146
Total Depreciation and Amortization (D&A)	-8.00	9.00	-14	-14	-14	-4.00	-10	-7.00	-6.00	-8.00	6.00
Debt-free, Cash-free Net Working Capital to Revenue	3.25%	-0.63%	-1.29%	-6.76%	-10.94%	-8.56%	-17.08%	-9.32%	-4.95%	-8.43%	-2.65%
Debt-free Net Working Capital to Revenue	495.44%	470.45%	485.49%	447.19%	451.71%	470.26%	452.85%	494.24%	516.95%	517.22%	476.06%
Net Working Capital to Revenue	495.44%	470.45%	485.49%	447.19%	451.71%	470.26%	452.85%	494.24%	516.95%	517.22%	476.06%
Earnings Adjustments	-	-	-	-	-	-	-	-	-	-	-
Adjusted Basic Earnings per Share	($0.48)	$4.74	($6.37)	$3.45	$10.04	($19.14)	$33.66	$14.58	($18.11)	($13.11)	$17.38
Adjusted Weighted Average Basic Shares Outstanding	71.44M	72.65M	73.86M	75.24M	76.26M	77.41M	79.50M	81.91M	82.49M	82.28M	83.04M
Adjusted Diluted Earnings per Share	($0.48)	$4.74	($6.37)	$3.43	$9.94	($18.69)	$33.35	$14.21	($18.11)	($12.61)	$16.83
Adjusted Weighted Average Diluted Shares Outstanding	71.44M	72.65M	73.86M	75.24M	76.26M	77.41M	79.50M	81.91M	82.49M	82.28M	83.04M
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	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	71.44M	72.65M	73.86M	75.24M	76.26M	77.41M	79.50M	81.91M	82.49M	82.28M	83.04M
Normalized Net Operating Profit after Tax (NOPAT)	-449	6,072	240	1,432	1,366	324	2,937	2,904	746	3,569	1,392
Normalized NOPAT Margin	-17.50%	237.37%	9.48%	56.88%	54.62%	13.43%	119.50%	122.32%	32.05%	153.39%	60.80%
Pre Tax Income Margin	-0.66%	14.86%	-22.85%	12.63%	36.11%	-80.99%	142.47%	61.71%	-88.23%	-66.31%	110.26%
Debt Service Ratios	-	-	-	-	-	-	-	-	-	-	-
EBIT to Interest Expense	-62.48	411.86	-37.00	53.88	18.58	0.00	12.33	119.75	14.04	391.50	84.03
NOPAT to Interest Expense	-17.98	433.70	9.60	55.08	37.94	0.00	9.41	103.71	26.65	356.93	48.01
EBIT Less CapEx to Interest Expense	-62.48	411.86	-37.00	53.88	18.58	0.00	12.33	119.75	14.04	391.50	84.03
NOPAT Less CapEx to Interest Expense	-17.98	433.70	9.60	55.08	37.94	0.00	9.41	103.71	26.65	356.93	48.01
Payout Ratios	-	-	-	-	-	-	-	-	-	-	-
Dividend Payout Ratio	166.03%	26.13%	-36.62%	14.82%	10.52%	34.38%	15.56%	45.62%	7.38%	2.99%	2.43%
Augmented Payout Ratio	501.92%	71.41%	-80.47%	30.86%	21.46%	66.46%	36.06%	102.07%	17.38%	8.14%	8.34%

Frequently Asked Questions About Jackson Financial's Financials

When does Jackson Financial's financial year end?

According to the most recent income statement we have on file, Jackson Financial's fiscal year ends in December. Their fiscal 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. View Jackson Financial's forecast to see where analysts expect Jackson Financial to go next.

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 5/25/2025 by MarketBeat.com Staff

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Jackson Financial (JXN) Financials

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Jackson Financial (JXN) Financials

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