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Arch Capital Group
Arch Capital Group (ACGL) investor relations material
Arch Capital Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved $1.1B after-tax operating income in Q4, up 26% year-over-year, and $3.7B for the full year, a record high.
Net income available to common shareholders was $1.2B ($3.35 per share), up from $925M ($2.42 per share) year-over-year, with a 21.2% annualized net income ROE.
Specialty insurance, reinsurance, and mortgage insurance lines generated $22.9B in gross premiums written for FY 2025, with insurance and reinsurance each contributing nearly half and mortgage 6%.
Book value per share rose 22.6% in 2025, with a 17.1% annualized operating ROE.
Diversified business model and disciplined underwriting support consistent value creation and reduced earnings volatility.
Financial highlights
Book value per common share plus cumulative dividends reached $65.11 in 2025, with a 15.9% CAGR since inception.
Q4 after-tax operating income per share was $2.98; annualized net income ROE reached 21.2%.
Q4 consolidated combined ratio was 80.6%; ex-cat accident year combined ratio was 79.5%, down 100 bps sequentially.
Net investment income for Q4 was $434M, with an additional $155M from equity method investments; pre-tax investment income yield was 4.22%.
Investable assets totaled $47.4B at year-end 2025; tangible shareholders' equity increased to $22.98B.
Outlook and guidance
Expect 2026 effective tax rate to return to 16%-18% range.
Full-year 2026 catastrophe losses estimated at 7%-8% of net earned premium.
QRTCs expected to lower reinsurance segment operating expense ratio to 3.9%-4.5% and corporate expenses to $80-$90M in 2026.
Management expressed optimism for 2026, citing a strong diversified platform and effective cycle management.
Quantify Bermuda tax act impact on 2025 Q4 results
MCE acquisition's ongoing financial effects?
Explain insurance segment NPW vs GPW divergence
Reinsurance margin outlook given market pressure?
Capital return strategy if growth is flat?
QRTC impact on 2026 expense ratios?
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Next Arch Capital Group earnings date
Q1 202629 Apr, 2026
Arch Capital Group
Next Arch Capital Group earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Arch Capital Group Ltd is a Bermuda-based insurance and reinsurance company. The company provides property, casualty, mortgage, and specialty insurance products through a network of subsidiaries. It operates globally, serving businesses and financial institutions. Arch Capital Group Ltd is headquartered in Pembroke, Bermuda, and its shares are listed on the NASDAQ.
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