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Arch Capital Group ACGL Marine and aviation — Year One

Other product segments

Property catastrophe
-62.4%+53.5%
Specialty
26.2%-5.4%
Property excluding property catastrophe
20.9%-11.4%
Casualty
2.9%+3.6%

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22.6%-0.2pp
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31.5%-0.5pp
Axis Capital Holders logo
AXSInsurance — Year 1
29.5%
Greenlight Capital RE, Ltd. logo
GLREMultiline — Year 1
90.2%-4.2pp
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114.6%0.0pp
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HIGMarine — 9th Year
-1.6%+0.1pp

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: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 marine and aviation — year one?
Arch Capital Group (ACGL) reported marine and aviation — year one of 1.8% in Q4 2025.
How has Arch Capital Group's marine and aviation — year one changed year-over-year?
Arch Capital Group's marine and aviation — year one increased by 28.6% year-over-year, from 1.4% to 1.8%.
What does marine and aviation — year one mean?
Represents the loss development data for the first year following the inception of an underwriting year in the marine and aviation segment. This is the initial point in the loss development triangle used to estimate ultimate losses. It provides early insight into the initial loss ratio performance of new business.