Arch Capital Group Ltd. (NASDAQ: ACGL) will publish its fourth‑quarter 2025 earnings on February 9, 2026, after the close of regular trading. A conference call with management will follow at 10 a.m. ET on February 10, with a live webcast and a recording posted to the company’s investor‑relations site.
The company’s most recent quarterly results—Q3 2025—showed an adjusted earnings per share of $2.77, beating the consensus estimate of $2.23 by 24.2 percent, while revenue of $3.96 billion fell short of the $4.51 billion forecast by 12.2 percent. In Q4 2024, Arch Capital reported an adjusted EPS of $2.26, a 22.16 percent beat over the $1.85 estimate, and revenue of $4.55 billion, up 6.14 percent from the prior year’s $4.55 billion. These figures provide a benchmark against which the upcoming quarter will be evaluated.
Management is expected to highlight its cycle‑management strategy and the company’s ability to sustain disciplined underwriting profits amid a soft market environment. Analysts will be watching for guidance on revenue growth, combined ratio trends, and underwriting income, as well as any adjustments to capital allocation plans or share‑repurchase activity.
Arch Capital’s business is segmented into specialty insurance, reinsurance, and mortgage‑insurance operations. The earnings release will include a breakdown of each segment’s revenue, underwriting income, and combined ratio, offering insight into which lines are driving growth or facing headwinds. Investors will also learn how the company’s capital structure and risk‑management practices are evolving in response to recent catastrophe losses and market volatility.
The announcement signals that Arch Capital will provide a detailed outlook for the remainder of 2025 and the first half of 2026, including guidance on revenue, operating income, and EPS. The company’s focus on cycle management and capital allocation will be key to understanding its strategic priorities and resilience in a challenging insurance landscape.
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