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.
ARCH CAPITAL GROUP LTD. is 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
$1.87
Revenue Estimate
$4.32B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the ACGL page.
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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