Symbols

ACGL

Arch Capital Group·NASDAQ

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ACGL fundamentals

ACGL Q4 2025 Earnings

Arch Capital Group (ACGL) released its earnings on Feb 9, 2026: revenue was 3.65B (YoY -4.45%), missed estimates; EPS was 2.98 (YoY +31.86%), beat estimates.

Revenue / YoY

3.65B

-4.45%

EPS / YoY

2.98

+31.86%

Report date

Feb 9, 2026

ACGL Earnings Call Summary for Q4,2025

Record Financial Performance: $3.7B annual operating income, 80.8% combined ratio (lowest since 2016).
Shareholder Returns: $1.9B buybacks in 2025, $350M+ in Q1 2026.
Underwriting Discipline: 10-20% cat rate declines offset by service retention, 22.6% book value growth.
Strategic Initiatives: AI-driven efficiency, Bermuda tax credits reducing expenses by 30-40%.
Risk Management: 8.2% of equity at peak catastrophe exposure, 7-8% annual cat loss guidance.

Earnings

EPS

Revenue

Revenue & Expenses

Key Indicators

Arch Capital Group (ACGL) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Arch Capital Group (ACGL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Arch Capital Group (ACGL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Arch Capital Group (ACGL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown