AI brief of an SEC Form 8-K · Arch Capital (ACGL)

Arch Capital Q1 net income rises to $1.0 billion, or $2.88 per share

Mixed Impact 3 of 5 earnings Written later

Arch Capital Group reported first-quarter 2026 net income available to common shareholders of $1.0 billion, or $2.88 per diluted share, up from $564 million, or $1.48 per share, a year earlier. Underwriting results improved, with the combined ratio falling to 81.7% from 90.1%, although gross and net premiums written and net premiums earned declined. The results release and financial supplement were furnished in this 8-K as Exhibits 99.1 and 99.2.

Key points

  • Net income available to common shareholders was $1.0 billion, or $2.88 per share, versus $564 million, or $1.48 per share, in Q1 2025.
  • After-tax operating income was $901 million, or $2.50 per share, versus $587 million, or $1.54 per share, a year earlier.
  • Combined ratio was 81.7%, down from 90.1%; net premiums earned fell 4.8% to $3,986 million.
  • Share repurchases totaled $783 million in the quarter, and book value per common share was $66.19 at March 31, 2026.

The filing

CompanyArch Capital (ACGL)
Form8-K, current report
Filed with the SECApr 28, 2026, 4:07 PM ET
Accession number0000947484-26-000051

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.