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Reporting soon: earnings call Tuesday, Oct 27
A pre-earnings brief is ready for ACGL: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Elyse Greenspan | Wells Fargo | 22 questions · 0% challenging |
| Mike Zaremski | BMO Capital Markets | 18 questions · 0% challenging |
| Dave Motemaden | Evercore ISI | 14 questions · 0% challenging |
| Meyer Shields | KBW | 13 questions · 8% challenging |
| Cave Montazeri | Deutsche Bank | 12 questions · 17% challenging |
| Andrew Kligerman | TD Cowen | 11 questions · 0% challenging |
| Brian Meredith | UBS | 10 questions · 10% challenging |
| Alex Scott | Barclays | 10 questions · 0% challenging |
| Andrew Andersen | Jefferies | 9 questions · 0% challenging |
| Josh Shanker | Bank of America | 8 questions · 13% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 2 analysts | 28 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 18 questions · 0% challenging |
| Evercore ISI | 1 analyst | 14 questions · 0% challenging |
| KBW | 1 analyst | 13 questions · 8% challenging |
| Deutsche Bank | 1 analyst | 12 questions · 17% challenging |
| TD Cowen | 1 analyst | 11 questions · 0% challenging |
| Barclays | 1 analyst | 10 questions · 0% challenging |
| UBS | 1 analyst | 10 questions · 10% challenging |
No 8-K events recorded for this window.
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.
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Arch Capital Group (ACGL), FY2026 Q1: 3/10. Scores: Arch Capital Group’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ACGL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin |
|---|---|---|---|---|---|
| FY2024 Q4 | $4.55B | +14.4% | $2.42 | -60.5% | 20.6% |
| FY2025 Q1 | $4.67B | +18.6% | $1.48 | -49.3% | 12.3% |
| FY2025 Q2 | $5.21B | +23.3% | $3.23 | -2.1% | 23.7% |
| FY2025 Q3 | $5.11B | +8.2% | $3.56 | +39.1% | 26.4% |
| FY2025 Q4 | $4.93B | +8.5% | $3.35 | +38.4% | 25.1% |
| FY2026 Q1Selected | $4.52B | -3.3% | $2.88 | +94.6% | 23.2% |
| FY2026 Q2 | $4.67B | -10.5% | $3.00 | -7.1% | 22.6% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Margin | Competitive Dynamics | Pricing | Revenue Growth | M&A | Capital Allocation | Credit | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 13 | 11 | 9 | 4 | 7 | 1 | 4 | 1 |
| 2025Q1 | 7 | 7 | 6 | 6 | 2 | 3 | 3 | |
| 2025Q2 | 12 | 8 | 6 | 6 | 7 | 1 | 4 | 1 |
| 2025Q3 | 9 | 7 | 5 | 5 | 5 | 5 | 3 | 2 |
| 2025Q4 | 7 | 6 | 7 | 6 | 4 | 6 | 2 | |
| 2026Q1 | 14 | 7 | 8 | 4 | 2 | 3 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 13 | 7 | 12 | 9 | 7 | 14 |
| Competitive Dynamics | 11 | 7 | 8 | 7 | 6 | 7 |
| Pricing | 9 | 6 | 6 | 5 | 7 | 8 |
| Revenue Growth | 4 | 6 | 6 | 5 | 6 | 4 |
| M&A | 7 | 2 | 7 | 5 | 4 | 2 |
| Capital Allocation | 1 | 3 | 1 | 5 | 6 | 3 |
| Credit | 4 | 3 | 4 | 3 | 3 | |
| Regulation Policy | 1 | 1 | 2 | 2 | 1 |
GAAP revenue YoY -5.03% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What ACGL said about other companies on its FY2026 Q1 call, and what other companies said about ACGL on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“As a reminder, this quarter's result reflects our lower ownership stake in Summer's Re since the start of the year.”
Arch's operating-affiliate income reflects a reduced equity ownership stake in Somers Re as of the start of the year.
“the recent AI, Anthropic Mythos, we see it as a real current threat.”
Arch cites Anthropic's AI models as a real current cyber threat that accelerates the attacker-defender arms race, increasing systemic risk in its cyber insurance book.
“completed the data and system migration of the acquired businesses from Allianz to Arch on systems.”
Arch completed migrating its acquired middle-market commercial (MCE) business, purchased from Allianz, onto Arch systems in 18 months, a key integration milestone.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| ACGLArch Capital Group | 3 | -5.0% | 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% | |
| AIGAmerican International Group | 6 | -1.8% | Net Premiums Written Surge 18% on Everest/Reinsurance | |
| BRK-BBerkshire Hathaway | 7 | n/a | Berkshire's first-quarter 2026 operating earnings rose to 11,346 from 9,641 a year earlier, up 17.68% year over year, driven by a rebound in insurance underwriting and higher earnings across most operating units | |
| HIGHartford (The) | 6 | +6.1% | The Hartford opened 2026 with core earnings of $866 million, or $3.09 per diluted share, and a trailing 12-month core earnings ROE of 20.3% |
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%
Net Premiums Written Surge 18% on Everest/Reinsurance
Berkshire's first-quarter 2026 operating earnings rose to 11,346 from 9,641 a year earlier, up 17.68% year over year, driven by a rebound in insurance underwriting and higher earnings across most operating units
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| ACGL | 8 | 8 | 8 | 7 | 6 | 3 |
| AIG | 7 | 8 | 7 | 6 | 7 | 6 |
| BRK-B | 9 | 3 | 4 | 9 | 2 | 7 |
| HIG | 7 | 6 | 7 | 7 | 7 | 6 |
The Hartford opened 2026 with core earnings of $866 million, or $3.09 per diluted share, and a trailing 12-month core earnings ROE of 20.3%