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Arch Capital Group ACGL Q2 2025 earnings

Reported July 28, 2026 · After market close

Revenue$4.0BMiss by $308.7M
EPS$2.56Beat by $0.09
Revenue estimate$4.4B
EPS estimate$2.47
We delivered a strong quarter, driven by solid underwriting performance across our three segments, reflecting the continued strength of our diversified platform and disciplined execution across the enterprise
Arch CEO Nicolas Papadopoulo.

Next report

Oct 26, 2026 (in 2 months)
Revenue estimate$4.1B
EPS estimate$1.89

Financials

Q2 2025

Income statement

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Revenue$5.2B+23.3%
Net income$1.2B-2.5%
EPS (diluted)$3.23-2.1%

Balance sheet

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Cash & equivalents$1.8B+11.1%
Total debt$2.5B+4.2%
Total equity$23.0B+11.5%
Total assets$78.8B+20.4%

Cash flow

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Operating cash flow$1.1B-26.0%
CapEx$12.0M+9.1%
Free cash flow$1.1B-26.2%

Valuation & ratios

Valuation

as of 06/30/26
See full
Market cap$34.09B-10.0%
Enterprise value$34.78B-10.0%
P/E9.1×+2.2×
P/S1.8×-0.7×

Profitability

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Net margin19.5%-15.7pp
FCF margin32%-11.1pp

Returns & leverage

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Return on equity17.1%-13.8pp
Debt / equity0.1×0.0×

FAQ

When did Arch Capital Group report Q2 2025 earnings?
Arch Capital Group (ACGL) reported Q2 2025 earnings on July 28, 2026 after market close.
What were Arch Capital Group's Q2 2025 revenue and EPS?
Arch Capital Group reported revenue of $4.0B and eps of $2.56 for Q2 2025.
Did Arch Capital Group beat estimates in Q2 2025?
Revenue missed the consensus estimate of $4.4B by $308.7M. EPS beat the consensus estimate of $2.47 by $0.09.
How did Arch Capital Group's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 22.3% from $5.2B a year earlier and eps declined 0.8% from $2.58.
Where can I find Arch Capital Group's Q2 2025 SEC filings?
You can read the 8-K earnings release (0000947484-26-000118) and the 10-Q periodic report (0000947484-26-000124) directly on SEC EDGAR. The filing index links above go to sec.gov.