| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 4.7K | 0.3% | 8.9% |
| Total Income | 4.7K | 0.3% | 8.9% |
| Expenditure | 3.4K | 0.3% | 3.0% |
| PBT | — | ||
| Net Profit | 1.0K | 2.1% | 23.3% |
| OPM | — | ||
| NPM | 22.23% | 0.41pp | 4.19pp |
| EPS | 3.05 | 0.0% | 16.0% |
Arch Capital Group Ltd. Reports 2026 Third Quarter Results
28 Oct 2026 · 28 Oct, 1:42 am
Summary
Arch Capital Group Ltd. announced its third quarter 2026 results, reporting net income available to common shareholders of $1.0 billion, or $3.00 per share, and after-tax operating income of $910 million, or $2.67 per share. The company's combined ratio, excluding catastrophic activity and prior year development, was 81.2%, a slight increase from 80.5% in the prior year quarter. While the insurance segment saw a 7.8% increase in gross premiums written, the reinsurance and mortgage segments experienced decreases in premiums. Management highlighted solid underwriting performance and investment portfolio strength, while acknowledging a transitioning market.
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 third quarter of 2026.
- 2
After-tax operating income available to Arch common shareholders was $910 million, or $2.67 per share, for the third quarter of 2026.
- 3
The combined ratio excluding catastrophic activity and prior year development was 81.2% for the third quarter of 2026, compared to 80.5% for the 2025 third quarter.
- 4
Gross premiums written by the insurance segment increased by 7.8% to $2,766 million in the third quarter of 2026 compared to the prior year period.
- 5
The reinsurance segment experienced a 9.3% decrease in net premiums written, totaling $1,576 million in the third quarter of 2026.
- 6
Mortgage segment gross premiums written were $316 million in the third quarter of 2026, a decrease of 4.2% compared to the prior year period.
- 7
Book value per common share was $67.90 at September 30, 2026, representing a 0.2% decrease from June 30, 2026.
Management Comments
Nicolas Papadopoulo
We delivered a strong quarter, driven by solid underwriting performance across our three segments and continued strength from our investment portfolio. We are operating in a transitioning market where conditions are increasingly uneven, but we are prepared and welcome the challenge. The market will continue to evolve, but our core principles will not, and we remain focused on producing superior risk-adjusted returns over the long term. As Arch celebrates its first 25 years, I want to thank our employees for what we have built together: a global franchise, a strong brand and a culture anchored in our Values. I also want to thank our investors for their continued confidence in Arch.
Informational and educational content only. Not investment advice.