Skip to content

Arch Capital Group ACGL Third party occurrence business — 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%

Similar metrics at other companies

SiriusPoint logo
SPNTProperty Other — Year 2
72.1%+2.7pp
Greenlight Capital RE, Ltd. logo
GLREProperty — Year 2
33.5%+0.3pp
SiriusPoint logo
SPNTOther Specialties — Year 2
44.2%-0.3pp
The Hartford Financial Services Group logo
HIGPackage Business — 2nd Year
22.2%-0.2pp
Everest Group logo
EGProperty Insurance — Year two
59.2%-2.4pp
Axis Capital Holders logo
AXSInsurance — Year 2
38.8%

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

See full
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

See full
Operating cash flow$1.2B-18.5%
CapEx$8.0M-11.1%
Free cash flow$1.2B-18.6%

Valuation

See full
Market cap$34.08B0.0%
Enterprise value$34.7B-0.2%
P/E-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:ShortdurationInsuranceContractsHistoricalClaimsDurationYearTwo.

The official record: Arch Capital Group’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

Ask your AI about Arch Capital Group's third party occurrence business — year two.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Arch Capital Group's third party occurrence business — year two?
Arch Capital Group (ACGL) reported third party occurrence business — year two of 10.1% in Q4 2025.
How has Arch Capital Group's third party occurrence business — year two changed year-over-year?
Arch Capital Group's third party occurrence business — year two increased by 1.0% year-over-year, from 10% to 10.1%.
What does third party occurrence business — year two mean?
This metric captures the loss development or claim activity observed during the second year following the inception of the underwriting period for the third-party occurrence business. It provides insight into the maturation of the portfolio beyond the initial reporting phase. It is a key data point for refining ultimate loss estimates.