earnings
confidence high
sentiment positive
materiality 0.85
Arch Capital Q3 net income $1.3B ($3.56 EPS) vs $1.0B a year ago; book value up 5.3%
ARCH CAPITAL GROUP LTD.
2025-Q3 EPS reported
$8.26
revenue$14,995,000,000
- Net income available to common shareholders $1.3B, $3.56 diluted EPS, vs $1.0B, $2.56 in Q3 2024.
- After-tax operating income $1.0B ($2.77/share) vs $762M ($1.99); operating ROE 18.5%.
- Combined ratio improved to 79.8% from 86.6% YoY; ex-cat and prior year dev 80.5% vs 78.3%.
- Pre-tax catastrophe losses of $72M; favorable prior year reserve development of $103M.
- Share repurchases of ~$732M during quarter; book value per share $62.32 (+5.3% from Q2).