earnings
confidence high
sentiment negative
materiality 0.75
Arch Capital Q1 net income falls to $564M from $1.1B on $547M catastrophe losses
ARCH CAPITAL GROUP LTD.
2025-Q1 EPS reported
$1.48
revenue$4,673,000,000
- Net income available to common shareholders $564M ($1.48/sh) vs $1.1B ($2.92/sh) in Q1 2024.
- After-tax operating income $587M ($1.54/sh), down from $933M ($2.45/sh) YoY.
- Pre-tax catastrophe losses of $547M, primarily from California wildfires; combined ratio 90.1% (vs 78.8%).
- Gross premiums written up 8.9% to $6.5B; book value per share $55.15, +3.8% sequentially.
- Share repurchases of ~$196M in Q1; CEO cites more competitive market but expects to stand out.