| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 4.7K | 3.3% | 10.4% |
| Total Income | 4.7K | 3.3% | 10.4% |
| Expenditure | 3.4K | 2.1% | 8.4% |
| PBT | — | ||
| Net Profit | 1.1K | 1.0% | 14.6% |
| OPM | — | ||
| NPM | 22.64% | 0.52pp | 1.09pp |
| EPS | 3.05 | 3.7% | 7.6% |
Arch Capital Group Ltd. Reports Q2 2026 Results
29 Jul 2026 · 29 Jul, 1:37 am
Summary
Arch Capital Group Ltd. reported net income available to common shareholders of $1.0 billion, or $3.00 per share, for the second quarter of 2026, a decrease from $1.2 billion, or $3.23 per share, in the prior year quarter. After-tax operating income was $893 million, or $2.56 per share, down from $979 million, or $2.58 per share, in Q2 2025. The company highlighted solid underwriting performance across its three segments, with notable growth in net premiums written for the mortgage segment, which increased by 7.5%. Share repurchases amounted to $1.2 billion.
Key Highlights
- 1
Arch Capital Group Ltd. reported net income available to common shareholders of $1.0 billion, or $3.00 per share, for the 2026 second quarter.
- 2
After-tax operating income available to Arch common shareholders was $893 million, or $2.56 per share, for the 2026 second quarter.
- 3
The combined ratio for the insurance segment was 98.5% in Q2 2026, compared to 93.4% in Q2 2025.
- 4
The reinsurance segment reported a combined ratio of 77.5% in Q2 2026, a decrease from 78.5% in Q2 2025.
- 5
The mortgage segment's net premiums written increased by 7.5% to $272 million in Q2 2026 compared to Q2 2025.
- 6
Book value per common share was $68.04 at June 30, 2026, representing a 2.8% increase from March 31, 2026.
- 7
Share repurchases totaled $1.2 billion during the 2026 second quarter.
Management Comments
Nicolas Papadopoulo
We delivered a strong quarter, driven by solid underwriting performance across our three segments, reflecting the continued strength of our diversified platform and disciplined execution across the enterprise. Our leadership positions in Specialty Insurance, including our Mortgage and Reinsurance operations, provide us with a meaningful competitive advantage. Clients not only come to us for capacity, but also for our underwriting expertise, claims capabilities, creative solutions and valuable perspectives that help them better manage risk.
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