ACGL
Arch Capital Group Ltd.95.58
-0.14-0.15%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
35.67BP/E (TTM)
8.96Basic EPS (TTM)
10.67Dividend Yield
0%Recent Filings
8-K
Arch extends $700M LC facility
Arch Capital's reinsurance arm locked in a $700 million letter of credit extension on October 29, 2025, stretching availability to May 31, 2026 for the 2026 underwriting year. This keeps Lloyd's operations humming without a hitch, while a name tweak from Apollo No. 14 to Portico Corporate Member Ltd. tidies up the paperwork. Solid move for steady reinsurance flow.
8-K
Arch Q3 net income jumps 37%
Arch Capital Group Ltd. reported third-quarter 2025 net income of $1.3 billion, or $3.56 per share, up 37% from $978 million last year, driven by underwriting income surging 62% to $871 million on a combined ratio of 79.8%—bolstered by low $72 million catastrophe losses and $103 million favorable reserve development. Reinsurance shone with a 76.1% ratio, while insurance held steady at 93.4% post-Allianz acquisition; book value rose 5.3% to $62.32. Share repurchases hit $732 million. Cat losses stayed tame.
8-K
Arch boosts buyback by $2B
Arch Capital Group Ltd. boosted its share repurchase program authorization by $2.0 billion on September 4, 2025, leaving about $2.3 billion available after recent third-quarter buys. This signals confidence in the company's value amid market fluctuations. Repurchases will hinge on conditions. Yet, regulatory hurdles could slow execution.
10-Q
Q2 FY2025 results
Arch Capital Group Ltd. delivered solid Q2 FY2025 results, with net premiums earned up 21.7% y/y to $4.3B, driven by growth across insurance (up 33.2% y/y), reinsurance (up 17.2% y/y), and mortgage segments, while the combined ratio held steady at 81.2%. Underwriting income rose 7.6% y/y to $818M, reflecting favorable prior-year reserve development of $153M, though current-year loss ratios ticked up due to catastrophe activity including California wildfires. Diluted EPS came in at $3.23, down 2.1% y/y but aligning with 379.9M diluted shares; net income fell 2.5% y/y to $1.2B amid higher foreign exchange losses. Cash swelled to $983M with operating cash flow of $2.6B for H1, supporting $360M in share repurchases, while senior notes held steady at $2.7B. The August 2024 MCE Acquisition for $450M cash added $276M goodwill and $565M amortizable intangibles over 1-10 years, bolstering U.S. middle-market presence. Yet catastrophe losses remain a persistent risk.
8-K
Arch Q2 earnings dip on cats
Arch Capital Group Ltd. reported Q2 2025 net income of $1.2 billion, or $3.23 per share, down slightly from $1.3 billion last year, driven by $154 million in catastrophic losses yet offset by $139 million in favorable prior-year reserve development. Underwriting income rose 7.3% to $818 million with a combined ratio of 81.2%, fueled by 15% premium growth and the MCE Acquisition boosting insurance results. Book value per share climbed 7.3% to $59.17; disciplined cycle management sustains returns amid Bermuda's new tax regime.
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