ARCH CAPITAL GROUP LTD.
ACGLFinance & insurancearchcapgroup.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Nov 4, 2026
Next reportFebruary 8, 2027after close · forecast 2.56 $/share
Revenue
$4.66B
▼ -8.9% vs prior year YoY
Net income
$1.03B
▼ -23.3% vs prior year YoY
EPS
3.00$
▼ -15.7% vs prior year YoY
Net margin
22.2%
▼ -4.2 pp vs prior year YoY
Revenue▼ -8.9%
Margins (% of revenue)Gross N/AOperating N/ANet
Net income▼ -23.3%
EPS▼ -15.7%
Financial statements
View 10-Q filed November 4, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $4.55B | $4.67B | $5.21B | $5.11B | $4.93B | $4.52B | $4.67B | $4.66B | ▼ -8.9% |
| Gross profitnever filed | — | — | — | — | — | — | — | — | — |
| Operating incomenever filed | — | — | — | — | — | — | — | — | — |
| Net income | $935.00M | $574.00M | $1.24B | $1.35B | $1.24B | $1.05B | $1.06B | $1.03B | ▼ -23.3% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 1.48 $ | 3.23 $ | 3.56 $ | — | 2.88 $ | 3.00 $ | 3.00 $ | ▼ -15.7% |
| Margins (% of revenue) | |||||||||
| Gross | — | — | — | — | — | — | — | — | — |
| Operating | — | — | — | — | — | — | — | — | — |
| Net | 20.6 % | 12.3 % | 23.7 % | 26.4 % | 25.1 % | 23.2 % | 22.6 % | 22.2 % | ▼ -4.2 pt |
| Balance sheet | |||||||||
| Assets | $70.91B | $75.18B | $78.79B | $79.19B | $79.24B | $81.45B | $85.18B | $84.08B | ▲ +6.2% |
| Liabilities | $50.09B | $53.63B | $55.75B | $55.47B | $55.03B | $57.26B | $61.15B | $61.08B | ▲ +10.1% |
| Equity | $20.82B | $21.55B | $23.04B | $23.72B | $24.21B | $24.19B | $24.03B | $22.99B | ▼ -3.1% |
| Cash | $979.00M | $1.19B | $983.00M | $1.06B | $993.00M | $914.00M | $1.11B | $1.15B | ▲ +8.4% |
| Capital | |||||||||
| Shares outstanding | 375.36M | 374.75M | 373.22M | 362.63M | 355.80M | 349.39M | 341.23M | 325.53M | ▼ -10.2% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.