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Arch Capital Group ACGL Marine and aviation — Year Four

Other product segments

Property catastrophe
138.8%-35.1%
Casualty
12.1%+1.7%
Property excluding property catastrophe
7.3%+7.4%
Specialty
6.7%+4.7%

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Other financials

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

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Market cap$34.08B0.0%
Enterprise value$34.7B-0.2%
P/E-2.1×
P/S1.7×-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×

Where this comes from

Reported directly by Arch Capital Group in its filing.

Tagged under the XBRL concept us-gaap:ShortdurationInsuranceContractsHistoricalClaimsDurationYearFour.

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 marine and aviation — year four?
Arch Capital Group (ACGL) reported marine and aviation — year four of 15% in Q4 2025.
How has Arch Capital Group's marine and aviation — year four changed year-over-year?
Arch Capital Group's marine and aviation — year four increased by 8.7% year-over-year, from 13.8% to 15%.
What does marine and aviation — year four mean?
Represents the cumulative loss development data for the fourth year following the inception of an underwriting year in the marine and aviation segment. By this point, the majority of claims are usually settled, providing a clearer picture of the final profitability of that specific underwriting year. It is used to validate the accuracy of long-term reserve estimates.