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Arch Capital Group ACGL Mortgage — Unpaid losses and loss adjustment expenses recoverable

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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$33.91B+5.5%
Enterprise value$34.53B+5.2%
P/E-1.6×
P/S1.7×0.0×

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:ReinsuranceRecoverableForUnpaidClaimsAndClaimsAdjustments.

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 — unpaid losses and loss adjustment expenses recoverable?
Arch Capital Group (ACGL) reported mortgage — unpaid losses and loss adjustment expenses recoverable of $42M in Q4 2025.
How has Arch Capital Group's mortgage — unpaid losses and loss adjustment expenses recoverable changed year-over-year?
Arch Capital Group's mortgage — unpaid losses and loss adjustment expenses recoverable increased by 27.3% year-over-year, from $33M to $42M.
What does mortgage — unpaid losses and loss adjustment expenses recoverable mean?
The total amount of losses and loss adjustment expenses that the company expects to recover from reinsurers for the mortgage segment. This reflects the portion of the company's gross liability that is ceded to third-party reinsurance partners.