How has Arch Capital Group's mortgage — deferred acquisition costs changed year-over-year?

Arch Capital Group's mortgage — deferred acquisition costs decreased by 0.0% year-over-year, from $57M to $57M.

What does mortgage — deferred acquisition costs mean?

Costs incurred in the acquisition of new mortgage insurance business, such as commissions and underwriting expenses, that are capitalized and amortized over the life of the insurance contracts. This reflects the investment made to generate future premium revenue.

Arch Capital Group ACGL Mortgage — Deferred Acquisition Costs

Other segment segments

Reinsurance

$872M-11.1%

Insurance

$788M+13.2%

Similar metrics at other companies

JXNAmortization of deferred acquisition costs

$281M+2.2%

EGInsurance — Deferred Acquisition Costs

$280M+3.7%

KMPRLife Insurance — Deferred Policy Acquisition Costs

$506.4M+7.5%

AIGDeferred acquisition costs

$2.11B+2.0%

EGInsurance — Amortization of Deferred Acquisition Costs

$122M+11.2%

CRBGLife Insurance — Deferred Policy Acquisition Cost

$4.17B+1.0%

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$33.91B+5.5%

Enterprise value$34.53B+5.2%

P/E7×-1.6×

P/S1.7×0.0×

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:SupplementaryInsuranceInformationDeferredPolicyAcquisitionCosts.

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 mortgage — deferred acquisition costs?: Arch Capital Group (ACGL) reported mortgage — deferred acquisition costs of $57M in Q4 2025.
How has Arch Capital Group's mortgage — deferred acquisition costs changed year-over-year?: Arch Capital Group's mortgage — deferred acquisition costs decreased by 0.0% year-over-year, from $57M to $57M.
What does mortgage — deferred acquisition costs mean?: Costs incurred in the acquisition of new mortgage insurance business, such as commissions and underwriting expenses, that are capitalized and amortized over the life of the insurance contracts. This reflects the investment made to generate future premium revenue.