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Arch Capital Group

ACGL · Financials

No earnings release for Arch Capital Group is held in this edition of the library, so no earnings line is shown.

Important announcements

Arch Insurance North America Grace Building, 14th FloorOct 30, 2026

Key results

Net incomequarter

$1.0 billion

The results included Net income available to Arch common shareholders of $1.0 billion, or $3.00 per share, representing an 18.1% annualized net income return on average common equity, compared to net income available to Arch common shareholders of $1.3 billion, or $3.56 per share, for the 2025 third quarter.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

After-tax operating incomequarter

$910 million

After-tax operating income available to Arch common shareholders (1) of $910 million, or $2.67 per share, representing a 16.0% annualized operating return on average common equity (1) , compared to $1.0 billion, or $2.77 per share, for the 2025 third quarter.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

net income of investments accounted for using the equity method $ 224 $ 196 $ 134 Per share $ 0.66 $ 0.56 $ 0.36 Pre-tax investment income yield

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Operating incomequarter

15.8%

The Company s effective tax rate on pre-tax operating income available to Arch common shareholders was 15.8% for the 2026 third quarter consistent with 15.8% for the 2025 third quarter.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

AI analysis

Q4 2025 · reported Oct 27, 2026

Based on: Earnings release + Q4 2025 deck + parent 8-K + 10-Q — transcript not held

Net income · Q4 2025
$1.0B
EX-99 · Oct 27, 2026
After-tax operating income · Q4 2025
$910M
EX-99 · Oct 27, 2026

Headline figures

MetricQ4 2025Prior qtrYear ago
Net income$1.0 billion$1.0 billion—
After-tax operating income$910 million$893 million—
Operating income15.8%$893 million—

EX-99 · Oct 27, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Share repurchases of $1.4 billion.

Book Value, Tangible Book Value and Share Repurchase Activity 34 1 Arch Capital Group Ltd.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Arch Capital Group Ltd

Based on: Earnings release + Q4 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Share repurchases of $1.4 billion.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Book Value, Tangible Book Value and Share Repurchase Activity 34 1 Arch Capital Group Ltd.

SEC original ↗Arch Capital Group — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026

Share Transactions Share Repurchases The Board of Directors of Arch Capital has authorized the investment in Arch Capital s common shares through a share repurchase program.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

Since the inception of the share repurchase program, Arch Capital has repurchased 475.7 million common shares for an aggregate purchase price of $ 9.7 billion.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

For the six months ended June 30, 2026, Arch Capital repurchased 20.7 million common shares under the share repurchase program with an aggregate purchase price of approximately $ 1.9 billion.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

Arch Capital repurchased 4.1 million common shares under the share repurchase program with an aggregate purchase price of approximately $ 359.7 million during the six months ended June 30, 2025.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

The market will continue to evolve, but our core principles will not, and we remain focused on producing superior risk-adjusted returns over the long term.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Insurance Segment The Company s insurance segment primarily consists of commercial insurance lines of business, with a focus on specialty insurance products.

SEC original ↗Arch Capital Group — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026

The acquisition of the Business is an important part of the Company s growth strategy, and provides a ballast to our existing insurance business.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

The Company recognized goodwill of $ 276 million that is primarily attributed to the expanded presence and long-term growth opportunities in the insurance market provided by this strategic acquisition.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

The Company s insurance segment primarily consists of commercial insurance lines of business, with a focus on specialty insurance products.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

Risks & headwinds

We are operating in a transitioning market where conditions are increasingly uneven, but we are prepared and welcome the challenge.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Forward-looking statements involve the Company s current assessment of risks and uncertainties.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Legal Proceedings 64 Item 1A.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

Forward-looking statements reflect our current assessment of risks and uncertainties.

SEC original ↗Arch Capital Group — 10-Q Quarterly report10-QAug 4, 2026

What changed vs prior quarter

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

After-tax operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Arch Capital Group — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Documents

Earnings deck slides

0 decks with slide view

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arch Capital Group — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

64 documents

Earnings releases

11 documents

Presentations

20 documents

Transcripts

0 documents

No transcripts for Arch Capital Group are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Arch Capital Group by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.