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Arch Capital Group ACGL Third party occurrence business — 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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9.4%-0.1pp

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/E7×-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 third party occurrence business — year three?
Arch Capital Group (ACGL) reported third party occurrence business — year three of 12.4% in Q4 2025.
How has Arch Capital Group's third party occurrence business — year three changed year-over-year?
Arch Capital Group's third party occurrence business — year three increased by 0.8% year-over-year, from 12.3% to 12.4%.
What does third party occurrence business — year three mean?
This metric tracks the loss development or claim activity observed during the third year following the inception of the underwriting period for the third-party occurrence business. It helps in assessing the stability of reserves as the claims portfolio reaches a more mature stage. It is critical for identifying long-term trends in claim severity.