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Arch Capital Group

ACGL and ACGLN

Arch Capital Group Ltd. is a leading global specialty insurer and reinsurer that provides a diverse range of property, casualty, and mortgage insurance solutions.

Market cap
$35.64B+6.6%
Revenue$19.8B+8.8%
Net income$4.9B+29.4%
Free cash flow$5.9B-10.2%
EPS (diluted)$13.01+33.4%
Trailing twelve months · change vs. prior year

Earnings

Next report

Jul 28, 2026 (In 2 weeks)
Revenue estimate$4.4B
EPS estimate$2.45

Financials

Q1 2026

Income statement

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Revenue$4.5B-3.3%
Net income$1.0B+82.4%
EPS (diluted)$2.88+94.6%

Balance sheet

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Cash & equivalents$1.8B-10.3%
Total debt$2.4B0.0%
Total equity$24.2B+12.3%
Total assets$81.4B+8.3%

Cash flow

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Operating cash flow$1.2B-18.5%
CapEx$8.0M-11.1%
Free cash flow$1.2B-18.6%

Valuation & ratios

Valuation

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Market cap$35.64B+6.6%
Enterprise value$36.26B+6.3%
P/E7.3×-1.6×
P/S1.8×+0.1×

Profitability

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Net margin24.6%+3.9pp
FCF margin29.6%-6.3pp

Returns & leverage

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Return on equity21.3%+2.9pp
Debt / equity0.1×0.0×

Competitors

Profile

Arch Capital Group Ltd. is a leading global specialty insurer and reinsurer that provides a diverse range of property, casualty, and mortgage insurance solutions. The company focuses on specialty lines where underwriting expertise and strategic analytics drive profitability across varying market cycles. Its core value proposition centers on disciplined risk selection and a strong capital base unencumbered by significant legacy liabilities.

Competitive position

A leading global specialty insurer and reinsurer with a significant presence in the U.S. mortgage insurance market and a member of the S&P 500 index.

GeographiesGlobal, United States, Bermuda, United Kingdom, Europe, Australia, Canada
Customer segmentsFinancial Institutions, Enterprise, Government Agencies
Business modelUnderwriting, Risk Management, B2B, B2G
SuppliersCapital markets, Independent retail and wholesale brokers, Actuarial data providers, Retrocessionaires
CustomersMortgage lenders, Commercial enterprises, Primary insurers, Government Sponsored Enterprises
CountryBermuda
Listed1995
Employees5.8K
CEONicolas Papadopoulo
FilingsSEC EDGAR

Questions, answered.

What is Arch Capital Group's market cap?
Arch Capital Group (ACGL) has a market capitalization of $35.6B and trades on NASDAQ.
What is Arch Capital Group's revenue and profitability?
Arch Capital Group generated $19.8B in trailing twelve-month revenue with net income of $4.9B, representing a net margin of 24.6%, with free cash flow of $5.9B. These figures are based on the Q1 2026 filing.
Who are Arch Capital Group's competitors?
Arch Capital Group's key competitors include Radian Group Inc., Everest Group Ltd., Essent Group Ltd., and others. These companies compete in similar markets and product categories.
Who does Arch Capital Group partner with?
Arch Capital Group's notable partners include Fannie Mae, Freddie Mac, Lloyd's of London, and others.
What subsidiaries does Arch Capital Group have?
Arch Capital Group's subsidiaries include Arch Reinsurance Ltd., Arch Mortgage Insurance Company, United Guaranty Corporation, and others.
Where is Arch Capital Group headquartered?
Arch Capital Group is headquartered in Bermuda and employs approximately 5,800 people. It has been publicly traded since 1995.