Arch Capital Group Ltd.
ACGL Financial Insurance Diversified
Arch Capital Group Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $19.9 billion, up 14.3% from fiscal 2024. In the quarter to June 2026, revenue fell 10.5%, EPS fell 7.58%, free cash flow grew 17.6% and total debt rose 56.9%, each against the same quarter a year earlier. Member of the S&P 500; revenue growth for five consecutive years; insiders bought in the last twelve months.
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Arch Capital Group Ltd. 10-Q filed Aug 4, 2026
What changed
Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed May 5, 2026: 27 added · 7 removed · 57 modified; 47 with only figures updated; 4 moved without change
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Modified · CURRENT OUTLOOK
We delivered a strong 2026
firstsecond quarter, with attractive underwriting margins reflecting the disciplined execution of our underwriting and capital management strategies. For the quarter, we generated an annualized net income return on average common equity and an annualized operating return on average common equity of17.818.0% and15.415.3%, respectively. See “Comment on Non-GAAP Financial Measures.” Critical to our cycle management is emphasizing risk selection, as we continue to leverage our diversified specialty platform and the expertise of our underwriting teams. We invest and use data and analytics to sharpen insights, enhance risk selection and deliver a differentiated customer experience while fostering a culture that attracts the best-in-class talent. We believe our balance sheet is in excellent health, giving us optionality as we remain prudent stewards of the capital entrusted to us by our shareholders. Our strong balance sheet permits us to both invest in our business and return capital to investors. During the 2026firstsecond quarter, we repurchased$78312.4 million common shares for an aggregate $1.2 billion. Through the first half ofArch commonthe year, we have repurchased approximately 94% of our net income in our own shares.
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