earnings
confidence high
sentiment positive
materiality 0.85
Arch Capital Q1 net income $1.0B ($2.88 EPS); operating ROE 15.4%
ARCH CAPITAL GROUP LTD.
2026-Q1 EPS reported
$2.88
revenue$4,521,000,000
- Net income $1.0B vs $564M in Q1 2025; diluted EPS $2.88 vs $1.48.
- After-tax operating income $901M ($2.50 per share); annualized operating ROE 15.4%.
- Combined ratio 81.7% (82.3% ex-cat & prior-year development); prior-year reserve favorable development of $200M.
- Share repurchases of $783M during Q1; book value per share $66.19 (+1.7% from Dec 2025).
- Gross premiums written $6.4B (flat YoY); net premiums earned $4.0B (-4.8% YoY).