A ACGL

Arch Capital Group Ltd

INSURANCE - DIVERSIFIED · FINANCIAL SERVICES

Arch Capital Group Ltd. (ACGL) is a leading global insurer and reinsurer headquartered in Pembroke, Bermuda, offering a comprehensive range of customized insurance solutions including property, casualty, and mortgage coverage. The company employs advanced analytics and superior underwriting expertis...

$101.06

+0.91% (+$0.91)

Volume 1.34M

52W High $103.39

52W Low $82.45

Market Cap $37.68B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.43

Whisper EPS

$2.75

13.2% above consensus

Last Quarter

$2.98

Current Streak

8 Beats

Avg Surprise (4Q)

+27.51%

Next Earnings Report

Reports in 55 days

Report Date Apr 29, 2026

Whisper Spread +13.24%

Consensus Estimate

$2.43

Official analyst average

Whisper Number

$2.75

What traders expect

Bullish Sentiment: The whisper number is 13.2% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 9, 2026

1-Day: +1.86%

Q3 2025 Oct 30, 2025

1-Day: -0.38%

5-Day: +0.96%

Q2 2025 Jul 29, 2025

1-Day: -0.59%

Q1 2025 Apr 29, 2025

1-Day: -1.85%

Revenue & Financial Performance

Revenue Whisper

$5.24B

TWN Proprietary Estimate

Last Quarter Revenue

$4.78B

+6.0% YoY

Gross Margin

52.3%

Net Margin: 25.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$4.78B	+6.0%	52.3%	30.3%	$1.24B
Q3'25	$4.98B	+11.1%	40.0%	30.2%	$1.35B
Q2'25	$4.97B	+22.4%	37.1%	28.4%	$1.24B
Q1'25	$4.59B	+18.4%	27.0%	14.8%	$574.0M
Q4'24	$4.51B	+19.1%	31.0%	20.8%	$935.0M
Q3'24	$4.48B	+36.1%	31.2%	23.4%	$988.0M
Q2'24	$4.06B	+31.2%	39.4%	28.4%	$1.27B
Q1'24	$3.88B	+22.4%	39.8%	27.5%	$1.12B

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 9, 2026	$2.56	$2.92	$2.98	+16.41%	Beat
Q3 2025	Oct 30, 2025	$1.69	$1.82	$2.77	+63.91%	Beat
Q2 2025	Jul 29, 2025	$2.30	$2.49	$2.58	+12.17%	Beat
Q1 2025	Apr 29, 2025	$1.31	$1.42	$1.54	+17.56%	Beat
Q4 2024	Feb 10, 2025	$1.93	$2.07	$2.42	+25.39%	Beat
Q3 2024	Oct 30, 2024	$1.95	$2.20	$1.99	+2.05%	Missed
Q2 2024	Jul 30, 2024	$2.21	$2.50	$2.57	+16.29%	Beat
Q1 2024	Apr 29, 2024	$2.10	$2.37	$2.45	+16.67%	Beat
Q4 2023	Feb 14, 2024	$2.03	$2.33	$2.49	+22.66%	Beat
Q3 2023	Oct 30, 2023	$1.61	$1.85	$2.31	+43.48%	Beat
Q2 2023	Jul 26, 2023	$1.58	$1.82	$1.92	+21.52%	Beat
Q1 2023	Apr 26, 2023	$1.45	$1.67	$1.73	+19.31%	Beat