What is Arch Capital Group's specialty — year eight?

Arch Capital Group (ACGL) reported specialty — year eight of 0.5% in Q4 2025.

How has Arch Capital Group's specialty — year eight changed year-over-year?

Arch Capital Group's specialty — year eight decreased by 28.6% year-over-year, from 0.7% to 0.5%.

What does specialty — year eight mean?

Represents the net premiums earned or underwriting revenue generated by the specialty insurance segment during the eighth year of a defined multi-year performance cycle. It serves as a benchmark for the long-term revenue contribution of the specialty segment in a mature state.

Arch Capital Group ACGL Specialty — Year Eight

Other product segments

Casualty

6.8%-5.6%

Marine and aviation

1.1%-21.4%

Property catastrophe

1%-33.3%

Property excluding property catastrophe

0.7%+250%

Similar metrics at other companies

GLRESpecialty — Year 8

4.8%+0.6pp

HMNSpecialty Health — Year Eight

0%—

SPNTOther Specialties — Year 8

0.3%-0.4pp

GLRESpecialty — Year 7

7.4%+2.0pp

GLRESpecialty — Year 9

3.4%—

GLRESpecialty — Year 10

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

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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/E7×-2.1×

P/S1.7×-0.1×

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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearEight.

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 specialty — year eight?: Arch Capital Group (ACGL) reported specialty — year eight of 0.5% in Q4 2025.
How has Arch Capital Group's specialty — year eight changed year-over-year?: Arch Capital Group's specialty — year eight decreased by 28.6% year-over-year, from 0.7% to 0.5%.
What does specialty — year eight mean?: Represents the net premiums earned or underwriting revenue generated by the specialty insurance segment during the eighth year of a defined multi-year performance cycle. It serves as a benchmark for the long-term revenue contribution of the specialty segment in a mature state.