Robust Share Repurchases and Book Value Growth
The company repurchased 12.4 million shares for $1.2 billion in Q2, representing 94% of quarterly net income, and book value per share rose 2.8% to $68.04.
At the archive date, ARCH CAPITAL GROUP LTD. was expected to release its Q3 2026 10-Q filing on October 26, 2026, after market close. Last quarter: Arch Capital posted solid underwriting income and returned $1.2 billion via buybacks in Q2 FY2026, though competitive pressures drove a decline in net premiums written.
EPS Estimate
$1.89
Revenue Estimate
$4.27B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the ACGL page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
The company repurchased 12.4 million shares for $1.2 billion in Q2, representing 94% of quarterly net income, and book value per share rose 2.8% to $68.04.
Insurance segment underwriting income dropped to $27 million due to 7.6 points of catastrophe losses from the Iran conflict and severe convective storms in the U.S., compared to 2.9 points in the prior-year period.
Net premiums written in reinsurance fell 10.4% as the company non-renewed or reduced shares on inadequately priced business and increased retrocessions, while still generating $410 million in underwriting income.
Revenue
$4.67B
-10.45% YoY
EPS (Diluted)
$3.00
-7.12% YoY
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