ACGL
Arch Capital GroupPrevious close
106.36
Change
+2.42 / +2.33%
P/E (TTM) ?
7.6
Market Cap
$36.3B
1M
+15.16%
S&P 500 −0.91% over same period
Volume / Avg Volume
2.5M / 2.1M
1.17× average
Latest earnings analysisFY2026 Q2Reported 2026-07-28
Arch Capital Q2 2026: EPS beat, underwriting slips
Arch Capital's second quarter was a bottom-line beat with a softer underwriting engine. Operating earnings of $2.56 a share topped the $2.48 consensus, and net income available to common shareholders of $1.047 billion produced an 18.0% return on average common equity. The catch: net premiums earned fell 8.1% to $3.985 billion and the combined ratio excluding catastrophes and prior-year reserve moves worsened to 82.5%.
Read the full analysis →Revenue$4.67BYoY +7.60%
EPS (non-GAAP)$2.56Beatest. $2.48
Next-day move−1.81%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-28 | $4.7B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-28 | $4.5B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-09 | $19.9B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-27 | $5.1B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-29 | $5.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-29 | $4.7B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 19 of its 5-year rangeCheap
5-year range 6.4 – 13.4 · Median 8.2
Last 4 quarters: $3.5B in buybacks + $0 in dividends, 9.58% of market cap combined
P/E (TTM)
7.6
P/B
1.5
P/S
1.9
Dividend Yield
0.13%
Earnings Reaction
Over the last 6 reports, the stock moved ±2.0% on average on the first trading day after, rising 1 times
Most recent −1.81%
Volatility & Correlation
1-year beta -0.36 · Correlation with S&P 500 -0.22Low beta
Annualized volatility 21% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 1 · $1.1MNet selling $1.1M
- 08-18Morin FrancoisCFO and TreasurerSell$1.1M11,010 shares · Avg price 99.32
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 4.67 | −10.5% | — | 1.06 | 3.00 |
| FY2026 Q1 | 4.52 | −3.3% | — | 1.05 | 2.88 |
| FY2025 Q4 | 4.93 | +8.5% | — | 1.24 | 3.33 |
| FY2025 Q3 | 5.11 | +8.2% | — | 1.35 | 3.56 |
| FY2025 Q2 | 5.21 | +23.3% | — | 1.24 | 3.23 |
| FY2025 Q1 | 4.67 | +18.6% | — | 0.57 | 1.48 |
| FY2024 Q4 | 4.55 | +14.4% | — | 0.94 | 2.41 |
| FY2024 Q3 | 4.72 | +41.8% | — | 0.99 | 2.56 |
| FY2024 Q2 | 4.23 | +33.7% | — | 1.27 | 3.30 |
| FY2024 Q1 | 3.94 | +24.4% | — | 1.12 | 2.92 |
| FY2023 Q4 | 3.98 | +29.4% | — | 2.33 | 6.12 |
| FY2023 Q3 | 3.33 | +39.5% | — | 0.72 | 1.88 |