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Arch Capital Group ACGL Third party claims-made business — Year Six

Other product segments

Property catastrophe
17.4%+91.2%
Casualty
7.8%-7.1%
Marine and aviation
6.4%+30.6%
Specialty
3.8%-5.0%
Property excluding property catastrophe
1.8%+800%

Similar metrics at other companies

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CNAOther Professional Liability and Management Liability — Year 6
7.3%+0.4pp
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HIGProfessional liability — 6th Year
10%-0.3pp
CNA Financial logo
CNAGeneral Liability — Year 6
9.8%+0.6pp
The Hartford Financial Services Group logo
HIGGeneral Liability — 6th Year
12.8%+0.5pp
Everest Group logo
EGProperty Insurance — Year six
4.8%+0.2pp
The Travelers Companies logo
TRVGeneral Liability — Short-duration Insurance Contracts, Historical Claims Duration, Year Six
19.6%+1.0pp

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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearSix.

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 third party claims-made business — year six?
Arch Capital Group (ACGL) reported third party claims-made business — year six of 11.8% in Q4 2025.
How has Arch Capital Group's third party claims-made business — year six changed year-over-year?
Arch Capital Group's third party claims-made business — year six increased by 8.3% year-over-year, from 10.9% to 11.8%.
What does third party claims-made business — year six mean?
This metric tracks the development of incurred losses for third-party claims-made business at the six-year maturity interval. It serves as a critical data point for evaluating the adequacy of loss reserves as policies age and more claims are reported and settled. This maturity level is essential for understanding the tail risk associated with professional liability and specialty insurance products.