Arch Capital Group reported third-quarter 2026 net income available to common shareholders of $1.0 billion, or $3.00 per diluted share, down from $1.3 billion, or $3.56, a year earlier. Operating earnings per share fell to $2.67 from $2.77, and underwriting income dropped 19.4% to $702 million, so profit and underwriting results both declined. The company also repurchased $1.4 billion of its shares during the quarter.
Net income of $1.0 billion, or $3.00 per diluted share, versus $1.3 billion, or $3.56, in the third quarter of 2025; annualized return on average common equity was 18.1%, versus 23.8%
Underwriting income of $702 million, down from $871 million; combined ratio rose to 82.5% from 79.8%
Current accident year catastrophic losses of $234 million, including losses related to the Iran conflict; favorable prior year reserve development of $179 million
Share repurchases of $1.4 billion; book value per common share was $67.90 at September 30, 2026, down 0.2% from June 30, 2026
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From Arch Capital Group's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$19.93B
+14.3%
$11.60
+3.7%
22.1%
FY2024
$17.44B
+27.9%
$11.19
-3.7%
24.7%
FY2023
$13.63B
+41.8%
$11.62
+205.8%
32.6%
FY2022
$9.61B
+3.9%
$3.80
-27.3%
15.4%
FY2021
$9.25B
+8.7%
$5.23
+57.5%
23.3%
Frequently asked questions
When is Arch Capital's next earnings date?
Arch Capital has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Arch Capital earn last quarter?
For the quarter ended Sep 2026, Arch Capital reported diluted EPS of $3.00 (-15.7% year over year) on revenue of $4.66B (-8.9%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.