What is Arch Capital Group's casualty — year nine?

Arch Capital Group (ACGL) reported casualty — year nine of 4.7% in Q4 2025.

How has Arch Capital Group's casualty — year nine changed year-over-year?

Arch Capital Group's casualty — year nine decreased by 21.7% year-over-year, from 6% to 4.7%.

What does casualty — year nine mean?

Measures the cumulative net loss development for casualty insurance contracts nine years post-inception. It is a late-stage indicator of the ultimate loss ratio for a given underwriting year.

Arch Capital Group ACGL Casualty — Year Nine

Other product segments

Property catastrophe

2.2%+375%

Marine and aviation

1.1%+83.3%

Property excluding property catastrophe

1.1%0.0%

Specialty

0%-100%

Similar metrics at other companies

SPNTCasualty — Year 9

1.7%+1.2pp

EGCasualty Insurance — Year nine

9.5%—

GLRECasualty — Year 9

7.4%+1.0pp

RLICasualty — Shortduration Insurance Contracts Historical Claims Duration Year Nine

4.8%+2.5pp

SIGICasualty lines — Short-duration insurance contracts, historical claims duration, year nine

1.8%-0.2pp

KNSLCasualty - claims made — Historical Claims Duration, Year Nine

0.1%—

Other financials

Income statement

See full

Revenue$4.5B-3.3%

Net income$1.0B+82.4%

EPS (diluted)$2.88+94.6%

Balance sheet

See full

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

See full

Operating cash flow$1.2B-18.5%

CapEx$8.0M-11.1%

Free cash flow$1.2B-18.6%

Valuation

See full

Market cap$34.08B0.0%

Enterprise value$34.7B-0.2%

P/E7×-2.1×

P/S1.7×-0.1×

Profitability

See full

Net margin24.6%+3.9pp

FCF margin29.6%-6.3pp

Returns & leverage

See full

Return on equity21.3%+2.9pp

Debt / equity0.1×0.0×

Where this comes from

Reported directly by Arch Capital Group in its filing.

Tagged under the XBRL concept us-gaap:ShortdurationInsuranceContractsHistoricalClaimsDurationYearNine.

The official record: Arch Capital Group’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

Ask your AI about Arch Capital Group's casualty — year nine.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Arch Capital Group's casualty — year nine?: Arch Capital Group (ACGL) reported casualty — year nine of 4.7% in Q4 2025.
How has Arch Capital Group's casualty — year nine changed year-over-year?: Arch Capital Group's casualty — year nine decreased by 21.7% year-over-year, from 6% to 4.7%.
What does casualty — year nine mean?: Measures the cumulative net loss development for casualty insurance contracts nine years post-inception. It is a late-stage indicator of the ultimate loss ratio for a given underwriting year.