Earnings Releases·Oct 27, 2026, 4:06 PM ET

Arch Capital Group Ltd. — Third Quarter 2026 Earnings Summary

Net income available to common shareholders declined 23.1% year-over-year to $1.0 billion ($3.00 per share), driven by a 19.4% drop in underwriting income to $702 million and a 2.7 percentage point increase in the combined ratio to 82.5%.
Gross and net premiums written decreased 0.4% and 3.0% respectively year-over-year, while net investment income rose to $451 million and equity in net income of investments increased to $224 million.
The Insurance segment grew gross premiums written 7.8% following the August 1, 2024, acquisition of Allianz's U.S. MidCorp and Entertainment businesses, whereas the Reinsurance and Mortgage segments saw premium declines of 8.0% and 4.2%.
The company executed $1.4 billion in share repurchases during the quarter and reported capital of approximately $27.3 billion as of September 30, 2026.
No forward guidance or future outlook statements were included in the provided summary.