ARCH CAPITAL GROUP LTD. (ACGL) Form 8-K — Oct 27, 2026
Arch Capital Group reported Q3 2026 net income available to common shareholders of $1.0 billion, or $3.00 per share, down from $1.3 billion, or $3.56 per share, in the year-ago quarter, with after-tax operating income of $910 million ($2.67/share) representing a 16.0% annualized operating return on equity. Underwriting results deteriorated modestly: catastrophe losses of $234 million (including Iran conflict losses) pushed the combined ratio to 82.5% from 79.8%, while underwriting income fell 19.4% to $702 million and gross premiums written slipped 0.4% to $5.39 billion.
Key figures
- Eps
- 3
- Revenue
- 0
- Net Income
- 1025000000
- Total debt
- $4,286 million
- Operating eps
- 2.67
- Operating roe
- 16.0%
- Total capital
- $27.3 billion
- Annualized roe
- 18.1%
- Combined ratio
- 82.5% vs 79.8% prior year
- Diluted shares
- 341.4 million (down from 376.1 million yoy)
- Operating income
- $910 million after-tax operating income
- Catastrophe losses
- $234 million (vs $72 million prior year)
- Net premiums earned
- $4,014 million (-6.3% yoy)
- Underwriting income
- $702 million (-19.4% yoy)
- Book value per share
- 67.9
- Share repurchases q3
- $1.4 billion
- Combined ratio ex cat
- 81.2%
- Net investment income
- $451 million (vs $408 million prior year)
- Gross premiums written
- $5,391 million (-0.4% yoy)
- Net income prior year q3
- $1,340 million ($3.56/share)
- Operating income prior year q3
- $1,042 million ($2.77/share)
- Favorable prior year development
- $179 million
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