BackReport summary

ACGL

Arch Capital Group Ltd.

Arch Capital Group (ACGL) Q2 2026 earnings

Published Jul 28, 2026

AI summary

  • Revenue $3.98B, down 8.1% from $4.34B a year ago.
  • Adjusted EPS $2.56 beat the $2.46 consensus by $0.10, down from $2.58 a year ago.
  • Arch Capital reported net income of $1.0 billion for the second quarter of 2026.
  • After-tax operating income was $893 million, or $2.56 per diluted share.
  • The company's combined ratio was 83.5% for the quarter, compared to 81.2% in the prior year period.

Results vs analyst consensus

Revenue

Reported

$3.98B

Consensus not captured before release

Not verified against provider data.

−8.1% YoY

Adjusted EPS

Reported · After-tax operating income available to Arch common shareholders

$2.56

Consensus $2.46

Beat by $0.10

GAAP EPS: $3.00

Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

No guidance in this release.

What to watch

  • The insurance segment experienced a 2.9% decline in gross premiums written.
  • The company reported $17 million in net realized losses for the quarter.
  • The loss ratio increased to 55.1% from 53.1% in the same quarter last year.
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Source: Arch Capital Group Ltd. press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.