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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Arch Capital Group (ACGL) is 3/10.
Arch Capital opened 2026 with operating EPS of $2.50 and a 15.4% annualized return on equity as an increasingly competitive market drove Insurance gross premiums written up only 2% and Reinsurance down 2.3%. The ex-cat accident year combined ratio rose 130 basis points year-over-year to 82.3% reflecting the pricing cycle turn, though absolute margins remained strong. The Midcorp system migration was completed in 18 months using AI-assisted workflows, positioning the franchise for scale.
Scored from Arch Capital Group’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.02B | +32.6% | $2.41 | -60.6% | 24.0% | 18.6% |
| FY2025 Q1 | $4.59B | +18.4% | $1.48 | -49.3% | 14.8% | 12.5% |
| FY2025 Q2 | $4.97B | +22.4% | $3.23 | -2.1% | 28.4% | 24.9% |
| FY2025 Q3 | $4.98B | +11.1% | $3.56 | +39.1% | 30.2% | 27.1% |
| FY2025 Q4 | $5.39B | +7.3% | $3.35 | +39.0% | 25.7% | 23.0% |
| FY2026 Q1 | $4.36B | -5.0% | $2.88 | +94.6% | 26.3% | 24.0% |
| FY2026 Q2 | $4.47B | -10.1% | $3.00 | -7.1% | 26.3% | 23.6% |