ACGL · Arch Capital Group Ltd.
$98.71
+0.68 (+0.69%)
At close · Aug 14
Market Cap
$33.68B
Shares
341.23M
Arch Capital Group Ltd. Earnings Call Transcripts
Every quarterly earnings call for Arch Capital Group Ltd. (ACGL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲13.6%
$2.39B
$17.00M
'22 Q3
22-10-26
▲32.9%
$3.07B
$859.00M
'22 Q4
23-02-13
▲63.1%
$3.17B
$715.00M
'23 Q1
23-04-26
▲42.8%
$3.16B
$671.00M
'23 Q2
23-07-26
▲39.5%
$3.33B
$723.00M
'23 Q3
23-10-30
▲29.4%
$3.98B
$2.33B
'23 Q4
24-02-14
▲24.4%
$3.94B
$1.12B
'24 Q1
24-04-29
▲33.7%
$4.23B
$1.27B
'24 Q2
24-07-30
▲41.8%
$4.72B
$988.00M
'24 Q3
24-10-30
▲14.4%
$4.55B
$935.00M
'24 Q4
25-02-10
▲18.6%
$4.67B
$574.00M
'25 Q1
25-04-29
▲23.3%
$5.21B
$1.24B
'25 Q2
25-07-29
▲8.2%
$5.11B
$1.35B
'25 Q3
25-10-27
▲8.5%
$4.93B
$1.24B
'25 Q4
26-02-09
▼3.3%
$4.52B
$1.05B
'26 Q1
26-04-28
LATEST
▼10.5%
$4.67B
$1.06B
'26 Q2
26-07-28
Conference
Investor event
2026-09-09
KBW Insurance Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-28
Arch Capital Group Ltd. to Report 2026 Second Quarter Results on July 28
Revenue
$4.67B
▼ 10.5% YoY Diluted EPS
$3.00
▼ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Arch Capital Group Ltd. Q1 FY2026 Earnings Call
Confident tone
Property catastrophe and short-tail reinsurance
Market softening and competition
Underwriting discipline and cycle management
Revenue
$4.52B
▼ 3.3% YoY Diluted EPS
$2.88
▲ 94.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-09
Arch Capital Group Ltd. Q4 FY2025 Earnings Call
Confident tone
Underwriting results and combined ratio
Cycle management and market outlook
Book value and capital return
Revenue
$4.93B*
▲ 8.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-27
Arch Capital Group Ltd. Q3 FY2025 Earnings Call
Confident tone
Reinsurance segment
Mortgage insurance segment
Property and Casualty Insurance segment
Revenue
$5.11B
▲ 8.2% YoY Diluted EPS
$3.56
▲ 39.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Arch Capital Group Ltd. Q2 FY2025 Earnings Call
Confident tone
Program business remediation (MCE)
Reinsurance segment performance
P&C market conditions and pricing
Revenue
$5.21B
▲ 23.3% YoY Diluted EPS
$3.23
▼ 2.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Arch Capital Group Ltd. Q1 FY2025 Earnings Call
Positive tone
P&C market cycle and competition
Reinsurance segment performance
California wildfire catastrophe losses
Revenue
$4.67B
▲ 18.6% YoY Diluted EPS
$1.48
▼ 49.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-10
Arch Capital Group Ltd. Q4 FY2024 Earnings Call
Positive tone
Insurance segment performance and growth
Reinsurance segment performance
California wildfires and catastrophe losses
Revenue
$4.55B*
▲ 14.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Arch Capital Group Ltd. Q3 FY2024 Earnings Call
Confident tone
Reinsurance segment performance
Insurance segment and MidCorp acquisition
Underwriting results and combined ratio
Revenue
$4.72B
▲ 41.8% YoY Diluted EPS
$2.56
▲ 36.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-30
Arch Capital Group Ltd. Q2 FY2024 Earnings Call
Confident tone
Hard market environment and pricing
Allianz acquisition
Mortgage insurance performance
Revenue
$4.23B
▲ 33.7% YoY Diluted EPS
$3.30
▲ 88.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Arch Capital Group Ltd. Q1 FY2024 Earnings Call
Confident tone
Allianz MidCorp acquisition
Underwriting performance and growth
Insurance segment and market dynamics
Revenue
$3.94B
▲ 24.4% YoY Diluted EPS
$2.92
▲ 56.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
Arch Capital Group Ltd. Q4 FY2023 Earnings Call
Confident tone
Insurance segment growth
Mortgage insurance
Property cat reinsurance market
Revenue
$3.98B*
▲ 29.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Arch Capital Group Ltd. Q3 FY2023 Earnings Call
Revenue
$3.33B
▲ 39.5% YoY Diluted EPS
$1.88
▲ 9300% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
Arch Capital Group Ltd. Q2 FY2023 Earnings Call
Revenue
$3.16B
▲ 42.8% YoY Diluted EPS
$1.75
▲ 68.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
Arch Capital Group Ltd. Q1 FY2023 Earnings Call
Revenue
$3.17B
▲ 63.1% YoY Diluted EPS
$1.87
▲ 289.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-13
Arch Capital Group Ltd. Q4 FY2022 Earnings Call
Revenue
$3.07B*
▲ 32.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Arch Capital Group Ltd. Q3 FY2022 Earnings Call
Revenue
$2.39B
▲ 13.6% YoY Diluted EPS
$0.02
▼ 98% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Arch Capital Group Ltd. Q2 FY2022 Earnings Call
Revenue
$2.21B
▼ 13.9% YoY Diluted EPS
$1.04
▼ 36.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Arch Capital Group Ltd. Q1 FY2022 Earnings Call
Revenue
$1.94B
▼ 14.3% YoY Diluted EPS
$0.48
▼ 54.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Arch Capital Group Ltd. Q4 FY2021 Earnings Call
Revenue
$2.31B*
▼ 2.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Arch Capital Group Ltd. Q3 FY2021 Earnings Call
Revenue
$2.10B
▼ 9.1% YoY Diluted EPS
$0.98
▼ 2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Arch Capital Group Ltd. Q2 FY2021 Earnings Call
Revenue
$2.57B
▲ 12% YoY Diluted EPS
$1.63
▲ 129.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-27
Arch Capital Group Ltd. Q1 FY2021 Earnings Call
Revenue
$2.27B
▲ 48.5% YoY Diluted EPS
$1.05
▲ 228.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-09
Arch Capital Group Ltd. Q4 FY2020 Earnings Call
Revenue
$2.38B*
▲ 36.4% YoY Diluted EPS
$1.30
▲ 71.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Arch Capital Group Ltd. Q3 FY2020 Earnings Call
Revenue
$2.31B
▲ 37.4% YoY Diluted EPS
$1.00
▲ 8.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Arch Capital Group Ltd. Q2 FY2020 Earnings Call
Revenue
$2.30B
▲ 29% YoY Diluted EPS
$0.71
▼ 36.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Arch Capital Group Ltd. Q1 FY2020 Earnings Call
Revenue
$1.53B
▼ 11.5% YoY Diluted EPS
$0.32
▼ 70.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-11
Arch Capital Group Ltd. Q4 FY2019 Earnings Call
Revenue
$1.74B*
▲ 28.8% YoY Diluted EPS
$0.76
▲ 145.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
947484
CUSIP
G0450A105
13F (30d)
853 filings
808 filers
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