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Arch Capital Group ACGL Q4 2025 Annual earnings

Reported February 9, 2026 · After market close

Revenue$3.6BMiss by $545.3M
EPS$2.98Beat by $0.39
Revenue estimate$4.2B
EPS estimate$2.59

Next report

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

Financials

Q4 2025

Income statement

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Revenue$4.9B+8.5%
Net income$1.2B+32.4%
EPS (diluted)$3.34+38.6%

Balance sheet

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Cash & equivalents$2.1B+17.4%
Total debt$2.7B+3.6%
Total equity$24.2B+16.3%
Total assets$79.2B+11.8%

Cash flow

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Operating cash flow$1.4B-10.7%
CapEx$11.0M-15.4%
Free cash flow$1.4B-10.7%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$34.78B+0.1%
Enterprise value$35.37B-0.5%
P/E7.9×-0.2×
P/S1.7×-0.2×

Profitability

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Net margin22.1%-2.7pp
FCF margin30.7%-7.2pp

Returns & leverage

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Return on equity19.5%-2.5pp
Debt / equity0.1×0.0×

FAQ

When did Arch Capital Group report Q4 2025 earnings?
Arch Capital Group (ACGL) reported Q4 2025 earnings on February 9, 2026 after market close.
What were Arch Capital Group's Q4 2025 revenue and EPS?
Arch Capital Group reported revenue of $3.6B and eps of $2.98 for Q4 2025.
Did Arch Capital Group beat estimates in Q4 2025?
Revenue missed the consensus estimate of $4.2B by $545.3M. EPS beat the consensus estimate of $2.59 by $0.39.
How did Arch Capital Group's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 19.1% from $4.5B a year earlier and eps grew 31.9% from $2.26.
Where can I find Arch Capital Group's Q4 2025 SEC filings?
You can read the 8-K earnings release (0000947484-26-000010) and the 10-K periodic report (0000947484-26-000017) directly on SEC EDGAR. The filing index links above go to sec.gov.