Arch Capital Group Ltd. Reports 2026 Third Quarter Results
Arch Capital reported Q3 2026 net income of $1.0 billion, or $3.00 per share, down from $1.3 billion, or $3.56, a year earlier, with after-tax operating EPS of $2.67 versus $2.77. Underwriting remained profitable with $702 million of underwriting income and an 81.2% ex-cat/ex-development combined ratio, though cat losses of $234 million — including Iran conflict-related losses — pushed the reported combined ratio to 82.5% from 79.8%. The company repurchased $1.4 billion of stock in the quarter, shrinking the diluted share count to 341.4 million from 376.1 million a year ago, and book value per share was $67.90, down 0.2% sequentially.
Key figures
- Eps
- 3
- Revenue
- 0
- Net income
- 1025000000
- Operating eps
- 2.67
- Operating roe
- 16.0%
- Annualized roe
- 18.1%
- Combined ratio
- 82.5%
- Cat losses pretax
- 234000000
- Share repurchases
- 1400000000
- Underwriting income
- 702000000
- Book value per share
- 67.9
- Net investment income
- 451000000
- Prior year net income
- 1340000000
- Gross premiums written
- 5391000000
- Combined ratio ex cat py
- 81.2%
- Prior year operating eps
- 2.77
- Operating income after tax
- 910000000
- Prior year reserve development
- 179000000
AI analysis
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