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Arch Capital Group Ltd (ACGL)
NASDAQ:ACGL
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.37Last Year’s EPS
2.45Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 10, 2025
|% Change Since: -2.64%
|Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Neutral
Arch Capital demonstrated strong financial growth and effective capital management in 2024, with significant gains in premiums and investment income. However, the impact of the California wildfires and decreased underwriting income present challenges. Despite competitive pressures, the company has strategically managed its portfolio to maintain profitability.Company Guidance
In the Q4 2024 earnings call, Arch Capital provided substantial guidance and metrics reflecting their financial performance and strategic direction. The company reported a net premium of $3.8 billion, marking a 17% increase from the previous year, despite underwriting income falling by 13% to $625 million largely due to catastrophe-related losses. Arch Capital's full-year after-tax operating income stood at $3.5 billion with an impressive operating return on average common equity of 18.9%. The book value per share rose to $53.11, a 13% increase, or 24% when adjusted for a special dividend of $5 per share paid in December. The company also repurchased $24 million worth of shares, emphasizing their commitment to capital management. Arch Capital navigated a challenging market with a combined ratio of 78.6% for the year and encountered $393 million in catastrophe losses in Q4, mainly from hurricanes Milton and Helene. Looking forward, they expect their catastrophe load to be about 7% to 8% of their full-year group-wide net earned premium for 2025, aiming to sustain attractive margins amidst competitive pressures.Strong Premium Growth
Arch Capital reported $3.8 billion of net premium in Q4, marking a 17% increase over the same quarter last year.
Solid Full-Year Financial Performance
For the full year, Arch reported $3.5 billion of after-tax operating income with an operating return on average common equity of 18.9%.
Book Value Increase
Book value per share ended 2024 at $53.11, representing a 13% increase for the year and nearly 24% increase after adjusting for the special dividend.
Reinsurance Segment Record Income
The reinsurance segment delivered a record $1.2 billion of underwriting income for the year.
Investment Income Growth
The investment group delivered nearly $1.5 billion of annual net investment income from an asset base that increased to over $40 billion.
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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 |
|---|---|---|---|
| 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% |
| Apr 29, 2024 | $86.77 | $88.95 | +2.51% |
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 Apr 23, 2025, TBA Not Confirmed.
What is Arch Capital Group Ltd (ACGL) earnings time?
Arch Capital Group Ltd (ACGL) earnings time is at Apr 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 (Q1) is 1.37.
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