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

Arch Capital Group (ACGL) reported casualty — year one of 2.9% in Q4 2025.

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

Arch Capital Group's casualty — year one increased by 3.6% year-over-year, from 2.8% to 2.9%.

What does casualty — year one mean?

The loss development experience for the casualty segment during the first year following the initial underwriting year. This is a key data point in loss development triangles used to project ultimate losses.

Arch Capital Group ACGL Casualty — Year One

Other product segments

Property catastrophe

-62.4%+53.5%

Specialty

26.2%-5.4%

Property excluding property catastrophe

20.9%-11.4%

Marine and aviation

1.8%+28.6%

Similar metrics at other companies

SPNTCasualty — Year 1

17.8%-0.4pp

GLRECasualty — Year 1

23.2%-0.4pp

EGCasualty Insurance — Year one

15.1%—

SPNTCasualty — Year 2

25.9%-2.6pp

GLRECasualty — Year 2

34%+0.2pp

SPNTCasualty — Year 6

8.9%-68.8pp

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

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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

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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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearOne.

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

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Questions, answered.

What is Arch Capital Group's casualty — year one?: Arch Capital Group (ACGL) reported casualty — year one of 2.9% in Q4 2025.
How has Arch Capital Group's casualty — year one changed year-over-year?: Arch Capital Group's casualty — year one increased by 3.6% year-over-year, from 2.8% to 2.9%.
What does casualty — year one mean?: The loss development experience for the casualty segment during the first year following the initial underwriting year. This is a key data point in loss development triangles used to project ultimate losses.