Arch Capital Group Ltd. · ACGL · Next earnings

Arch Capital Group Ltd. reports Monday, Oct 26, 2026

ACGL reports after market close with consensus EPS at $1.88 and revenue at $4.08B. Last quarter: Arch Capital Q1 2026: EPS Beats but Revenue Misses; Iran Losses and Non-Renewals Weigh

Reports After market close36 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.88 Calendar consensus
Consensus revenue $4.08B Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 36 days away

Where ACGL left off: FY2026 Q1

Full report

Arch Capital Q1 2026: EPS Beats but Revenue Misses; Iran Losses and Non-Renewals Weigh

EPS surprise +0.8% Reported $2.50 vs $2.48
Revenue surprise -4.5% Reported $4.35B vs $4.55B
Stock move -4.5% Event window
Subsequent drift -2.2% Up to 20 sessions

Management maintained its overall guidance posture, emphasizing profitability discipline over premium volume growth. The non-renewal of certain program business is expected to reduce net premium return by approximately $250M in 2026. No explicit upward or downward revision to full-year targets was indicated. The guidance sentiment remained steady as the company continues to deploy capital through buybacks while navigating competitive pressure in property catastrophe lines.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Intensifying competition and rate pressure in property catastrophe and short-tail lines.
  • Potential escalation of cyber risk due to AI-driven attack vectors.
  • Geopolitical man-made losses such as the Iran conflict that could affect loss ratios.
  • Higher operating expenses linked to technology upgrades and system migrations.
  • Uncertainty around mid-year property catastrophe renewals and zone performance.

Questions analysts left open

  • Mid-year property catastrophe renewal expectations and potential cat load adjustments.
  • Rate-at-trend versus below-trend dynamics in U.S. and international markets.
  • Impact of non-renewals and the MCE acquisition on future premium growth.
  • Operating expense ratio outlook after transition costs for the middle-market integration.
  • Quantification of Iran-related losses and their effect on loss ratios.

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Recent ACGL quarters

All ACGL earnings
-4.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.