Arch Capital Group Ltd. · ACGLO · Next earnings

Arch Capital Group Ltd. reports Monday, Feb 15, 2027

ACGLO reports after market close with consensus EPS at $2.47 and revenue at $3.88B. Last quarter: Arch Capital posts strong Q3 underwriting; growth remains measured

Reports After market close110 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.47 Calendar consensus
Consensus revenue $3.88B Calendar consensus
Report date Feb 15, 2027 Monday, date estimated
Session After market close 110 days away

Where ACGLO left off: FY2026 Q3

Full report

Arch Capital posts strong Q3 underwriting; growth remains measured

EPS surprise +15.6% Reported $2.67 vs $2.31
Revenue surprise -5.4% Reported $3.85B vs $4.06B
Stock move -0.2% Event window
Subsequent drift 0.0% Up to 20 sessions

No formal guidance was provided in the supplied analysis. Management indicated low single-digit insurance growth and described attractive opportunities in casualty, international markets and mortgage insurance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition and rate moderation in property and casualty lines.
  • Geopolitical events affecting marine war risk and catastrophe losses.
  • High mortgage rates limiting new origination volume.
  • Potential changes to Bermuda tax credits and related regulatory treatment.
  • Third-party capital affecting pricing and capacity dynamics.

Questions analysts left open

  • The balance between share buybacks and potential inorganic opportunities.
  • The sustainability of underlying insurance premium growth in 2027.
  • The future operating expense ratio, including Bermuda QRTCs.
  • The effect of the mortgage-insurance regulatory pilot on capital requirements.
  • Reinsurance pricing softness and third-party capital’s effect on terms.

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Recent ACGLO quarters

All ACGLO earnings
-0.2%FY2026 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.