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Arch Capital Group ACGL Property, energy, marine and aviation — Year Three

Other product segments

Property catastrophe
-23.8%-5.8%
Marine and aviation
19.8%-2.5%
Specialty
14.6%+2.8%
Property excluding property catastrophe
14.5%-1.4%
Casualty
11.8%-0.8%

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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$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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearThree.

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, energy, marine and aviation — year three?
Arch Capital Group (ACGL) reported property, energy, marine and aviation — year three of 18.2% in Q4 2025.
How has Arch Capital Group's property, energy, marine and aviation — year three changed year-over-year?
Arch Capital Group's property, energy, marine and aviation — year three increased by 5.8% year-over-year, from 17.2% to 18.2%.
What does property, energy, marine and aviation — year three mean?
This represents the development or loss experience specifically observed during the third year following the inception of an underwriting year for the property, energy, marine, and aviation segment. It is used to further stabilize the actuarial projections of ultimate claim costs.