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

Other product segments

Specialty
$1.39B+38.9%
Casualty
$861M+20.4%
Marine and aviation
$549M+18.8%
Property excluding property catastrophe
$362M+30.2%

Similar metrics at other companies

SiriusPoint logo
SPNTProperty Catastrophe — Loss and loss adjustment expenses recoverable, net
$68.7M+45.2%
SiriusPoint logo
SPNTProperty Catastrophe — Loss and allocated loss adjustment expenses incurred, net
38,950,000,000%+31,710,000,000pp
ASI
ASICProperty — Total reinsurance recoverable on unpaid losses and allocated loss adjustment expenses
$28.74M
SiriusPoint logo
SPNTProperty Other — Loss and loss adjustment expenses recoverable, net
$71.7M-32.4%
Lemonade logo
LMNDProperty Insurance — Unpaid losses and loss adjustment expenses
$193.5M+0.2%
The Hartford Financial Services Group logo
HIGP&C Personal Insurance — Unpaid losses and loss adjustment expenses
$2.28B+1.6%

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 property catastrophe — unpaid losses and loss adjustment expenses recoverable?
Arch Capital Group (ACGL) reported property catastrophe — unpaid losses and loss adjustment expenses recoverable of $911M in Q4 2025.
How has Arch Capital Group's property catastrophe — unpaid losses and loss adjustment expenses recoverable changed year-over-year?
Arch Capital Group's property catastrophe — unpaid losses and loss adjustment expenses recoverable increased by 16.3% year-over-year, from $783M to $911M.
What does property catastrophe — unpaid losses and loss adjustment expenses recoverable mean?
Represents the portion of unpaid losses and loss adjustment expenses that the company expects to recover from retrocessionaires or other third-party reinsurers for the property catastrophe segment. This metric highlights the company's reliance on external risk transfer to mitigate catastrophe exposure.