Every 10-Q that Arch Capital Group Ltd (ACGL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ACGL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ACGL filings page.
Arch Capital Group Ltd. reported second‑quarter 2026 net income available to common shareholders of $1,047 million (diluted EPS $3.00) on total revenues of $4,668 million. For the first six months, net income available to common shareholders was $2,084 million (diluted EPS $5.88) on revenues of $9,189 million.
Underwriting income was $657 million for the quarter and $1,385 million year to date, with a consolidated combined ratio of 83.5% for the quarter and 82.7% for the first half of 2026. Results included favorable prior‑year reserve development of $169 million in the quarter and $389 million for the six‑month period.
Total investments reached $48,966 million and total assets $85,179 million as of June 30 2026. Operating cash flow was $2,510 million in the first half. The company repurchased 20.7 million common shares for approximately $1,900 million and increased senior notes outstanding to $4,286 million.
Arch Capital Group Ltd. delivered much stronger results for the three months ended March 31, 2026. Net income available to Arch was $1,047 million, up from $574 million, and diluted earnings per common share rose to $2.88 from $1.48.
Total revenues were $4,521 million, slightly below $4,673 million a year earlier, but underwriting improved sharply. The consolidated combined ratio fell to 81.7% from 90.1%, driven by lower losses and favorable prior-year reserve development, especially in reinsurance and mortgage.
Net investment income increased to $408 million, while net realized losses of $87 million and lower other comprehensive income reflected market movements in the investment portfolio. Arch generated $1,188 million of operating cash flow and continued to return capital, repurchasing 8.3 million common shares for about $783 million in the quarter.
Arch Capital Group Ltd. (ACGL) reported stronger results for Q3 2025. Total revenues were $5,109 million versus $4,722 million a year ago, driven by net premiums earned of $4,285 million and net investment income of $408 million. Net income available to Arch rose to $1,350 million from $988 million, with diluted EPS of $3.56 versus $2.56. Expenses declined to $3,606 million from $3,672 million, aided by lower losses and loss adjustment expenses.
The balance sheet expanded, with total assets of $79,185 million and total shareholders’ equity of $23,719 million as of September 30, 2025. Investment holdings increased, including fixed maturities at fair value of $31,908 million and equity securities of $1,805 million. Operating cash flow for the nine months reached $4,768 million, supporting capital returns; common shares repurchased under the program totaled $1,091 million year-to-date. As of November 5, 2025, common shares outstanding were 362,625,938.
The company continues integrating the 2024 U.S. MidCorp and Entertainment acquisition, which added goodwill and identifiable intangibles and is reported within the insurance segment.
Arch Capital Group Ltd. (ACGL) posted solid topline growth in Q2-25 but earnings softened. Net premiums earned rose 22% YoY to $4.34 bn, driving total revenue up 23% to $5.21 bn. Premium expansion was broad-based across insurance, reinsurance and mortgage lines, while net investment income added $405 m (+11%).
Profitability contracted. Losses and LAE climbed 26% to $2.30 bn and other operating costs outpaced revenue growth, producing net income attributable to Arch of $1.24 bn, down 3% YoY. Basic EPS slipped to $3.30 from $3.38 and six-month EPS fell 25% to $4.81. Foreign-exchange losses of $88 m (vs. a $1 m gain last year) also weighed on results.
Balance sheet strength improved. Assets increased 11% since YE-24 to $78.8 bn and shareholders’ equity rose 11% to $23.0 bn, aided by $582 m of AFS portfolio mark-ups. Book value per share (undiluted) approximates $61.7. The combined portfolio totals $44.3 bn in investments, with fixed maturities still dominant (≈69%). Operating cash flow remained strong at $2.58 bn, despite a 16% decline YoY.
Capital management & M&A. Arch repurchased $392 m of common shares YTD (avg. cost ≈$63) and, per subsequent-event disclosure, continues to buy back stock under its authorized program. Integration of the $450 m Allianz U.S. MidCorp & Entertainment acquisition (closed Aug-24) is complete; final purchase accounting recorded $276 m of goodwill and $565 m of amortizable intangibles.