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Arch Capital Group Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $2.48 |
| EPS actual | $2.50 |
| EPS Surprise | 0.81% |
| Revenue estimate | 4.551B |
| Revenue actual | 4.348B |
| Revenue Surprise | -4.45% |
| Release date | Feb 09, 2026 |
| EPS estimate | $2.59 |
| EPS actual | $2.98 |
| EPS Surprise | 15.06% |
| Revenue estimate | 4.194B |
| Revenue actual | 3.649B |
| Revenue Surprise | -13.00% |
| Release date | Oct 27, 2025 |
| EPS estimate | $2.26 |
| EPS actual | $2.77 |
| EPS Surprise | 22.57% |
| Revenue estimate | 4.523B |
| Revenue actual | 4.977B |
| Revenue Surprise | 10.03% |
| Release date | Jul 29, 2025 |
| EPS estimate | $2.30 |
| EPS actual | $2.58 |
| EPS Surprise | 12.17% |
| Revenue estimate | 4.342B |
| Revenue actual | 5.213B |
| Revenue Surprise | 20.05% |
Last 4 Quarters for Arch Capital Group
Below you can see how ACGL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $86.12 |
| EPS estimate | $2.30 |
| EPS actual | $2.58 |
| EPS surprise | 12.17% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $88.62 |
| Jul 24, 2025 | $88.00 |
| Jul 25, 2025 | $88.89 |
| Jul 28, 2025 | $86.50 |
| Jul 29, 2025 | $86.12 |
| Jul 30, 2025 | $85.61 |
| Jul 31, 2025 | $86.06 |
| Aug 01, 2025 | $88.00 |
| Aug 04, 2025 | $88.51 |
| 4 days before | -2.82% |
| 4 days after | 2.78% |
| On release day | -0.592% |
| Change in period | -0.124% |
| Release date | Oct 27, 2025 |
| Price on release | $85.94 |
| EPS estimate | $2.26 |
| EPS actual | $2.77 |
| EPS surprise | 22.57% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $87.70 |
| Oct 22, 2025 | $87.88 |
| Oct 23, 2025 | $87.46 |
| Oct 24, 2025 | $87.15 |
| Oct 27, 2025 | $85.94 |
| Oct 28, 2025 | $84.72 |
| Oct 29, 2025 | $85.85 |
| Oct 30, 2025 | $86.64 |
| Oct 31, 2025 | $86.31 |
| 4 days before | -2.01% |
| 4 days after | 0.431% |
| On release day | -1.42% |
| Change in period | -1.58% |
| Release date | Feb 09, 2026 |
| Price on release | $96.06 |
| EPS estimate | $2.59 |
| EPS actual | $2.98 |
| EPS surprise | 15.06% |
| Date | Price |
|---|---|
| Feb 03, 2026 | $96.82 |
| Feb 04, 2026 | $100.13 |
| Feb 05, 2026 | $101.98 |
| Feb 06, 2026 | $100.95 |
| Feb 09, 2026 | $96.06 |
| Feb 10, 2026 | $97.85 |
| Feb 11, 2026 | $98.61 |
| Feb 12, 2026 | $99.85 |
| Feb 13, 2026 | $98.38 |
| 4 days before | -0.785% |
| 4 days after | 2.42% |
| On release day | 1.86% |
| Change in period | 1.61% |
| Release date | Apr 28, 2026 |
| Price on release | $97.06 |
| EPS estimate | $2.48 |
| EPS actual | $2.50 |
| EPS surprise | 0.81% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $96.77 |
| Apr 23, 2026 | $98.07 |
| Apr 24, 2026 | $96.19 |
| Apr 27, 2026 | $96.35 |
| Apr 28, 2026 | $97.06 |
| Apr 29, 2026 | $92.72 |
| Apr 30, 2026 | $94.46 |
| May 01, 2026 | $93.82 |
| May 04, 2026 | $93.65 |
| 4 days before | 0.300% |
| 4 days after | -3.51% |
| On release day | -4.47% |
| Change in period | -3.22% |
Arch Capital Group Earnings Call Transcript Summary of Q1 2026
Arch Capital reported a strong 1Q26 driven by attractive underwriting margins, disciplined portfolio management and solid investment contributions. After-tax operating income was $901 million ($2.50/share) with an annualized operating ROE of ~17.8% and book value per share up 1.7% for the quarter. Segment highlights: Insurance produced $66 million of underwriting income as management prioritized profitability over growth and non‑renewed ~$250 million of program premium from the MCE acquisition; Reinsurance delivered $441 million of underwriting income with a 76% combined ratio (fourth consecutive quarter <80%) despite a competitive property catastrophe market and a 6% drop in net premiums written; Mortgage delivered $221 million of underwriting income, continued strong credit performance and normalized delinquencies. Underwriting included ~$200 million (pre‑tax) favorable prior‑year development. Current‑quarter catastrophe losses (natural + man‑made) totaled $174 million net, including winter storms and initial Iran‑related losses; management expects additional Iran‑related losses to emerge in Q2. Investment income contributed meaningfully ($408 million net investment income in quarter) and the company repurchased $783 million of common stock in the quarter (plus an additional $311 million subsequent to quarter end), supported by a $3 billion expansion of the buyback authorization. Arch emphasized active cycle management: selectively growing where risk‑adjusted returns meet thresholds (notably specialty casualty and selected E&S property), reducing exposure where returns are inadequate (some property cat layers, certain programs), and using AI to accelerate system migrations and improve underwriting productivity. Capital and liquidity remain strong (PML at recent disclosure unchanged; conservative balance sheet metrics). Key risks: intensifying competition and new capital in property catastrophe and short‑tail lines, continued rate pressure in certain short‑tail areas, evolving man‑made catastrophe exposure (Iran) and the need to manage expense and leverage in a softer market.
