Arch Capital

Arch Capital Group Ltd. engages in the provision of property and casualty insurance and reinsurance lines. It operates through the following segments: Insurance, Reinsurance, Mortgage, Corporate, and Other. The Insurance segment consists of insurance underwriting units which offer specialty product lines like construction and national accounts, excess and surplus casualty, lenders products, professional lines, and programs. The Reinsurance segment is composed of reinsurance underwriting which offers specialty product lines such as casualty, marine and aviation, other specialty, property catastrophe, property excluding property catastrophe, and other. The Mortgage segment includes U.S. and international mortgage insurance and reinsurance operations as well as GSE credit risk sharing transactions. The Corporate segment represents net investment income, other income, corporate expense, interest expense, net realized gains and losses, and net impairment losses. The Other segment refers to Watford Re. which is a variable interest entity. The company was founded by Clements Robert in March 1995 and is headquartered in Hamilton, Bermuda.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Arch Capital reports robust Q2 growth amidst hard market conditions

Arch Capital delivered strong financial performance in Q2 2023, leveraging underwriting expertise and market dynamics. The company remains focused on prudent reserving and disciplined capital allocation amidst economic uncertainties. Opportunities for growth exist in the hard market environment, particularly in reinsurance and mortgage segments.

Arch Capital excels in Q3, eyes international growth opportunities

Arch Capital's strong quarter showcased robust performance across its operating segments, positioning the company for profitable growth. While facing challenges in certain markets, the company's strategic focus on risk management and capital stewardship enhances its resilience. International expansion and prudent investment strategies offer avenues for future growth.

Arch Capital excels in 2023, eyes growth amid industry challenges

Arch Capital's disciplined underwriting approach and strong financial performance in 2023 position them well in a competitive market. While facing challenges such as reserve issues and market dynamics, they are actively seeking growth opportunities and adapting to industry trends.

Arch Capital reports robust Q1 earnings, eyes Allianz acquisition

Arch Capital's Q1 2024 showcased strong financial performance and growth across its segments, driven by successful underwriting results and strategic client engagement efforts. While facing challenges related to the Baltimore bridge loss and integration of the Allianz acquisition, the company remains focused on leveraging market opportunities and enhancing its diversified portfolio.

Arch Capital reports robust earnings, eyes growth through strategic acquisitions

Arch Capital's Q2 2024 earnings call highlighted a profitable quarter driven by disciplined underwriting and strategic acquisitions. While the company faces challenges in market trends and expense management, its strong performance across underwriting units and successful acquisitions underscore growth potential. By focusing on operational efficiency and seizing growth opportunities, Arch Capital aims to navigate industry challenges and drive sustainable profitability.

Arch Capital (ACGL) reports strong Q3 results amid growth opportunities

Arch Capital demonstrated robust financial performance in Q3 2024, driven by strong results across its insurance, reinsurance, mortgage, and investment segments.
While facing challenges related to loss ratios and recent catastrophes, the company's focus on strategic growth and shareholder returns remains intact.
With a clear emphasis on capital deployment and upcoming Investor Day, Arch Capital is poised to navigate challenges and capitalize on growth opportunities.

Arch Capital reports resilient Q4 performance amidst California wildfire losses

Arch Capital navigated challenges from natural disasters to deliver strong financial performance in Q4 and full year 2024, showcasing resilience and strategic management. Despite facing headwinds, the company demonstrated robust capital management, growth potential in key segments, and a focus on sustaining margins and profitability. Analysts' inquiries into loss ratios, renewals, and growth opportunities reflect a keen interest in the company's strategic direction and future prospects. Overall, Arch Capital's performance, strengths, and opportunities position it well to navigate challenges and capitalize on growth avenues in the insurance and reinsurance markets.

Arch Capital reports resilient Q1 performance amidst catastrophe losses

Arch Capital's Q1 2025 performance was marked by strong after-tax operating income, driven by the mortgage segment and investment asset growth. While facing challenges from significant catastrophe losses and declining specialty premiums, the company demonstrated resilience and strategic focus on risk management. Opportunities lie in optimizing capital deployment, expanding in high-demand insurance segments, and improving underwriting results through enhanced risk selection. Management's emphasis on proactive strategies for financial stability and growth positions Arch Capital well to navigate industry challenges and capitalize on emerging opportunities.

Arch Capital excels in Q2 earnings, eyes growth in specialty lines

Arch Capital's Q2 performance reflects financial strength and strategic focus on underwriting profitability. Despite market challenges, the company remains optimistic about growth opportunities in key segments. By emphasizing disciplined underwriting and operational efficiency, Arch Capital aims to capitalize on market opportunities and navigate challenges effectively.

Arch Capital (ACGL) reports record earnings, navigates market challenges

Arch Capital's Q3 2025 earnings call showcased robust financial performance, operational excellence, and strategic capital management across its business segments. While facing challenges from market competition and premium growth uncertainties, the company's strong capital position and focus on long-term value creation position it well for future growth. By leveraging opportunities in the housing market expansion, strategic capital deployment, and risk management, Arch Capital aims to maximize shareholder value and drive sustainable growth in the dynamic insurance landscape.

Arch Capital excels in Q4 2025 earnings, poised for growth

Arch Capital delivered robust financial results in Q4 2025, showcasing strong underwriting performance and capital management. While facing challenges related to expense ratios and tax considerations, the company remains well-positioned to capitalize on growth opportunities. Investors can be optimistic about Arch's ability to outperform the sector and drive long-term value creation through strategic initiatives and operational excellence.

Arch Capital excels in Q1 2026 with strong underwriting income

Arch Capital's Q1 2026 performance reflects strong underwriting income across segments and a focus on profitability and innovation. Despite challenges such as rate reductions and lower cash yields, the company's disciplined approach and commitment to shareholder value are notable strengths. Opportunities in leveraging data analytics, exploring new growth avenues, and addressing industry challenges position Arch Capital for continued success.