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

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110.1%-34.6%
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37%+2.2%
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28.2%-3.4%
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24.3%-15.9%
Casualty
8.2%-1.2%

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KG
KGGeneral Liability — Year 2
10.4%

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: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 third party claims-made business — year two?
Arch Capital Group (ACGL) reported third party claims-made business — year two of 16.1% in Q4 2025.
How has Arch Capital Group's third party claims-made business — year two changed year-over-year?
Arch Capital Group's third party claims-made business — year two increased by 3.2% year-over-year, from 15.6% to 16.1%.
What does third party claims-made business — year two mean?
This metric tracks the loss development or claims activity observed during the second year following the inception of the underwriting period for third-party claims-made business. It provides a secondary data point for evaluating the maturity of claims and the reliability of initial reserve estimates. It is essential for understanding the tail risk of the portfolio.