Arch Capital Group (ACGL): financials, SEC filings and peers
Arch Capital Group (ACGL) is a property & casualty insurance company in the Financials sector of the S&P 500, headquartered in Hamilton, Bermuda.
It was founded in 1995 and joined the S&P 500 on November 1, 2022.
Its fiscal year ends in December, and its shares trade on the Nasdaq.
In its SEC filings it is classified as “Fire, Marine & Casualty Insurance”.
Arch Capital Group at a glance
- Revenue (12 months)
- $18.8B
- Revenue growth
- -3.9%
- Operating margin
- —
- Net income (12 months)
- $4.4B
- Free cash flow (12 months)
- $5.6B
- Cash
- $1.2B
- Debt
- —
- Diluted EPS (12 months)
- $12.22
Twelve months to September 30, 2026, from the 10-Q filed November 4, 2026.
Latest twelve months
Over the twelve months to September 30, 2026, Arch Capital Group reported revenue of $18.8 billion, down 3.9% from $19.5 billion a year earlier.
Net income was $4.4 billion (23.3% of revenue), 6.9% higher than a year earlier.
Operating cash flow was $5.7 billion and capital spending $44 million, leaving free cash flow of $5.6 billion (30.0% of revenue).
At the end of the period it held $1.2 billion in cash and not reported in debt, a net cash position of $1.2 billion.
The diluted share count fell 9.2% in a year, typically the result of buybacks.
Five-year trend
- Revenue went from $8.5 billion in fiscal 2020 to $19.9 billion in fiscal 2025, about 18.6% a year.
- Revenue has grown for 5 fiscal years in a row.
- Free cash flow was positive in each of the last 6 fiscal years.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $9.2B | $9.6B | $13.6B | $17.4B | $19.9B |
| Revenue growth | 8.7% | 3.9% | 41.8% | 27.9% | 14.3% |
| Operating margin | — | — | — | — | — |
| Net income | $2.2B | $1.5B | $4.4B | $4.3B | $4.4B |
| Free cash flow | $3.4B | $3.8B | $5.7B | $6.6B | $6.1B |
| Diluted EPS | $5.23 | $3.80 | $11.62 | $11.19 | $11.60 |
Fiscal years as reported in Arch Capital Group’s 10-K filings. Free cash flow is operating cash flow minus capital spending.
Recent SEC filings
- 8-K filed November 5, 2026 — Other event
- 10-Q filed November 4, 2026 — quarterly report
- 8-K filed October 30, 2026 — Regulation FD disclosure
- 8-K filed October 30, 2026 — Material agreement; New debt obligation
- 8-K filed October 29, 2026 — Executive or director change
- 8-K filed October 27, 2026 — Earnings results
- 10-Q filed August 4, 2026 — quarterly report
- 8-K filed July 28, 2026 — Earnings results
Companies like Arch Capital Group
Other S&P 500 companies in Property & Casualty Insurance:
- ALLAllstateNorthbrook, Illinois
- CBChubb LimitedZurich, Switzerland
- CINFCincinnati FinancialFairfield, Ohio
- HIGHartford (The)Hartford, Connecticut
- PGRProgressive CorporationMayfield Village, Ohio
- TRVTravelers Companies (The)New York City, New York
- WRBW. R. Berkley CorporationGreenwich, Connecticut
More from Financials
Questions about Arch Capital Group
Is Arch Capital Group's revenue growing?
No. Revenue for the twelve months to September 30, 2026 was $18.8 billion, down 3.9% from a year earlier, according to its SEC filings.
Is Arch Capital Group profitable?
Yes. It earned $4.4 billion in net income over the twelve months to September 30, 2026, a net margin of 23.3%.
When did Arch Capital Group last file financial results?
Its latest quarterly report (10-Q) was filed with the SEC on November 4, 2026.
Which companies are similar to Arch Capital Group?
In the S&P 500, Arch Capital Group is grouped in Property & Casualty Insurance within the Financials sector. Allstate (ALL), Chubb Limited (CB), Cincinnati Financial (CINF), Hartford (The) (HIG), Progressive Corporation (PGR) are in the same group.
Understand the numbers
Source: Arch Capital Group’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved November 11, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.