Arch Capital Group Ltd. · ACGL · Next earnings

Arch Capital Group Ltd. reports Monday, Feb 8, 2027

ACGL reports after market close with consensus EPS at $2.53 and revenue at $3.90B. Last quarter: Arch Capital posts strong Q3 underwriting and returns $1.4B via buybacks

Reports After market close96 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.53 Calendar consensus
Consensus revenue $3.90B Calendar consensus
Report date Feb 8, 2027 Monday, date estimated
Session After market close 96 days away

Where ACGL left off: FY2026 Q3

Full report

Arch Capital posts strong Q3 underwriting and returns $1.4B via buybacks

EPS surprise +15.6% Reported $2.67 vs $2.31
Revenue surprise -5.4% Reported $3.85B vs $4.06B
Stock move +1.8% Event window
Subsequent drift 0.0% Up to 20 sessions

No formal guidance was provided; management described insurance premium growth as low single-digit and emphasized casualty and specialty opportunities.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Property and short-tail competition could increase rate and capacity pressure.
  • Reinsurance pricing may decline as capacity grows.
  • Mortgage regulation, interest rates, and geopolitical events could affect results.

Questions analysts left open

  • Whether buybacks leave enough capital for inorganic growth.
  • The outlook for underlying insurance premium growth in 2027.
  • Reinsurance pricing, capacity pressure, and mortgage-insurance regulatory changes.

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Recent ACGL quarters

All ACGL earnings
+1.8%FY2026 Q3-1.8%FY2026 Q2-4.5%FY2026 Q1-1.4%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.