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...

$91.66

+0.58% (+$0.53)

Volume 2.00M

52W High $103.39

52W Low $82.45

Market Cap $34.56B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.40

Whisper EPS

$2.64

10.0% above consensus

Last Quarter

$2.50

Current Streak

8 Beats

Avg Surprise (4Q)

+20.88%

Next Earnings Report

Reports in 43 days

Report Date Jul 28, 2026

Whisper Spread +9.99%

Consensus Estimate

$2.40

Official analyst average

Whisper Number

$2.64

What traders expect

Bullish Sentiment: The whisper number is 10.0% 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

Q1 2026 Apr 29, 2026

1-Day: +1.88%

5-Day: +1.00%

Q1 2026 Apr 28, 2026

1-Day: -4.47%

Q4 2025 Feb 9, 2026

1-Day: +1.86%

Q3 2025 Oct 30, 2025

1-Day: -0.38%

5-Day: +0.96%

Revenue & Financial Performance

Revenue Whisper

$5.20B

TWN Proprietary Estimate

Last Quarter Revenue

$4.36B

-5.0% YoY

Gross Margin

52.1%

Net Margin: 24.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$4.36B	-5.0%	52.1%	26.3%	$1.05B
Q4'25	$5.39B	+7.3%	43.2%	25.8%	$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	$5.02B	+32.6%	38.0%	24.0%	$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

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	Apr 29, 2026	$2.45	$2.82	$2.50	+2.04%	Missed
Q1 2026	Apr 28, 2026	$2.46	$2.78	$2.50	+1.63%	Missed
Q4 2025	Feb 9, 2026	$2.57	$2.92	$2.98	+15.95%	Beat
Q3 2025	Oct 30, 2025	$1.69	$1.82	$2.77	+63.91%	Beat
Q3 2025	Oct 27, 2025	$2.43	$1.83	$3.56	+46.50%	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	$1.80	$2.07	$2.26	+25.56%	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	$2.09	$2.37	$2.45	+17.22%	Beat
Q4 2023	Feb 14, 2024	$2.03	$2.33	$2.49	+22.66%	Beat