Quarterly ResultApr 28, 2026, 04:13 PM
ACGL Q1 Operating EPS $2.50, +62.3%; Net Income $1.0B; Combined Ratio 81.7%
AI Summary
Arch Capital Group Ltd. reported strong first quarter 2026 results, with net income available to common shareholders increasing to $1.0 billion ($2.88 per share) from $564 million ($1.48 per share) in Q1 2025. After-tax operating income rose to $901 million ($2.50 per share) from $587 million ($1.54 per share) year-over-year. The company achieved an improved combined ratio of 81.7% and repurchased $783 million in shares, reflecting disciplined underwriting and capital allocation.
Key Highlights
- After-tax operating income available to common shareholders increased 53.5% to $901 million ($2.50 per share).
- Net income available to common shareholders rose 83.9% to $1.0 billion ($2.88 per share).
- Combined ratio improved to 81.7% from 90.1% in Q1 2025.
- Underwriting income increased 74.6% to $728 million.
- Repurchased $783 million of common shares.
- Insurance segment underwriting income was $66 million, up from $(2) million in Q1 2025.
- Reinsurance segment underwriting income increased 164.1% to $441 million.