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Arch Capital Group ACGL Property, energy, 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%
Marine and aviation
24.3%-15.9%
Casualty
8.2%-1.2%

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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: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 property, energy, marine and aviation — year two?
Arch Capital Group (ACGL) reported property, energy, marine and aviation — year two of 41.4% in Q4 2025.
How has Arch Capital Group's property, energy, marine and aviation — year two changed year-over-year?
Arch Capital Group's property, energy, marine and aviation — year two decreased by 5.5% year-over-year, from 43.8% to 41.4%.
What does property, energy, marine and aviation — year two mean?
This represents the development or loss experience specifically observed during the second year following the inception of an underwriting year for the property, energy, marine, and aviation segment. It helps refine the estimate of ultimate losses as more claims mature.