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Arch Capital Group ACGL Marine and aviation — Year Two

Other product segments

Property catastrophe
110.1%-34.6%
Property excluding property catastrophe
37%+2.2%
Specialty
28.2%-3.4%
Casualty
8.2%-1.2%

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12.1%-0.4pp

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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearTwo.

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 two?
Arch Capital Group (ACGL) reported marine and aviation — year two of 24.3% in Q4 2025.
How has Arch Capital Group's marine and aviation — year two changed year-over-year?
Arch Capital Group's marine and aviation — year two decreased by 15.9% year-over-year, from 28.9% to 24.3%.
What does marine and aviation — year two mean?
Represents the cumulative loss development data for the second year following the inception of an underwriting year in the marine and aviation segment. This metric helps actuaries refine their estimates of ultimate losses as more claims are reported and settled. It is a key data point for assessing the stability of the loss ratio over time.