ACGL Arch Capital Group Ltd

$ACGL reported earnings after the close today. EPS beat estimates: $2.67 vs. $2.31 expected, according to Stock Meadow. What do you think?

Arch Capital reported stronger-than-expected Q3 results, with adjusted EPS of $2.67 beating Wall Street’s $2.30 consensus and gross premiums written reaching $5.39 billion, well above the $4.06 billion estimate. CEO Nicolas Papadopoulo highlighted strong underwriting across all three business segments and continued investment portfolio performance, while cautioning that market conditions are becoming increasingly uneven. The combined ratio stood at 82.5%, improving underwriting profitability, while the catastrophe-excluded ratio was 81.2%, despite $234 million in pretax catastrophe losses. Arch also repurchased $1.4 billion in shares, reinforcing its commitment to shareholder returns. However, net income attributable to common shareholders fell to $1 billion, or $3.00 per share, from $1.3 billion, or $3.56 per share, a year earlier, partly due to higher catastrophe activity. $ACGL

$ACGL Can a shrinking share count keep cushioning a 19.4% drop in underwriting income with only $725.1M of buyback authorization left? 🏢 Arch Capital, an S&P 500 insurer, reinsurer and mortgage insurer worth about $34.23B at $100.325 a share at 15:59 ET on October 27, 2026, earned $1,025M ($3.00 a share) for common holders in Q3 2026, down from $1,340M ($3.56) a year earlier 📈 On the other side, net investment income rose to $451M from $408M a year ago and $417M in Q2, and the combined ratio excluding catastrophes and reserve releases was 81.2%, only 0.7 points worse, as $234M of catastrophe losses drove much of the decline 📅 Next: No guidance was given; the earnings call is October 28, 2026, where pricing and reinsurance renewals are the thing to watch Source: SEC 8-K + Business Wire release, Oct 27

$ACGL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.67 down -3.61% YoY • Reported revenue of $4.66B down -8.89% YoY

$ACGL reports earnings today after the close. I’m bullish heading into the report: ACGL has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $2.31. What are you watching for?