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Arch Capital Group Ltd (ACGL)
NASDAQ:ACGL
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.28Last Year’s EPS
2.57Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 2.35%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with strong performance in several segments such as reinsurance and the mortgage unit, despite facing challenges like catastrophe losses and economic uncertainties. While growth in some areas was robust, competition and macroeconomic risks posed significant concerns.Company Guidance
During the first quarter of fiscal year 2025, Arch Capital reported robust financial results, with after-tax operating income of $587 million and operating earnings per share of $1.54, translating to an annualized operating return on equity of 11.5%. Despite facing $547 million in catastrophe losses, primarily from the California wildfire, the company maintained a strong position in the competitive Property and Casualty (P&C) market. The reinsurance segment achieved a combined ratio of 91.8%, including 18 points from catastrophe losses, and experienced modest growth in net premium written amid increased competition. Meanwhile, Arch's insurance segment saw a 25% increase in net premium to $1.9 billion, bolstered by the acquisition of middle market commercial and entertainment businesses. The mortgage segment contributed $252 million of underwriting income, supported by low delinquency rates below 2%. Arch's invested assets rose by 4% to $43.1 billion, and the company maintained strong cash flow from operations at approximately $1.5 billion for the quarter. In terms of capital management, Arch repurchased $196 million worth of common shares in the first quarter and an additional $100 million in April, reflecting its disciplined approach to enhancing shareholder returns.Solid First Quarter Results
Arch Capital reported $587 million in after-tax operating income, with operating earnings per share at $1.54, and an annualized operating return on equity of 11.5%.
Strong Reinsurance Performance
Despite substantial catastrophe losses, the reinsurance segment maintained a 91.8 combined ratio, demonstrating strong underlying profitability.
Insurance Segment Growth
The insurance segment saw a 25% increase in net premium return, with $1.9 billion written in the quarter, driven by the integration of the middle market commercial and entertainment businesses.
Mortgage Segment Stability
The Mortgage segment contributed $252 million in underwriting income, with a low delinquency rate in the U.S. MI business at 1.96%.
Increased Investment Assets
Invested assets rose by 4% to $43.1 billion, providing a sustainable contribution to group earnings.
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ACGL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ACGL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $92.39 | $90.68 | -1.85% |
| Feb 10, 2025 | $91.46 | $89.60 | -2.03% |
| Oct 30, 2024 | $99.98 | $93.72 | -6.26% |
| Jul 30, 2024 | $93.38 | $91.08 | -2.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Arch Capital Group Ltd (ACGL) report earnings?
Arch Capital Group Ltd (ACGL) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Arch Capital Group Ltd (ACGL) earnings time?
Arch Capital Group Ltd (ACGL) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACGL EPS forecast?
ACGL EPS forecast for the fiscal quarter 2025 (Q2) is 2.28.
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