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ACGL earnings at a glance
Arch Capital Group Ltd. (ACGL) is scheduled to report earnings on Tuesday, October 27, 2026 after the market closes — in 4 days. Analysts expect earnings per share of $1.96, compared with $2.77 in the same quarter last year (-29%). The options market is pricing a move of about ±4.1% after the report, a range of roughly $98.47 to $106.91 from today's $102.69. Over its last 6 reports the stock rose the next day 1 time and fell 5, moving ±2.0% on average; after the most recent report on Jul 28, 2026 it moved -1.8%. That means options currently expect more movement than ACGL has typically delivered. ACGL beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 35%. The share price of $102.69 sits near its 52-week high.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue Jul 28, 2026 | Jun/2026 | $2.56 | $2.49 | +2.8% | -3.5% | -1.8% | earnings |
| Tue Apr 28, 2026 | 8K 2026-04-28 | $2.50 | $2.45 | +2.0% | — | -4.5% | earnings |
| Mon Feb 9, 2026 | 8K 2026-02-09 | $2.98 | $2.49 | +19.7% | — | +1.9% | earnings |
| Mon Oct 27, 2025 | Sep/2025 | $2.77 | $2.19 | +26.5% | — | -1.4% | earnings |
| Tue Jul 29, 2025 | Jun/2025 | $2.58 | $2.31 | +11.7% | — | -0.6% | earnings |
| Tue Apr 29, 2025 | Mar/2025 | $1.54 | $1.37 | +12.4% | — | -1.9% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.56 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $3.30 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $2.92 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.88 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.75 | — | — | — | — | financials |
| Fri Mar 31, 2023 | Mar 2023 | $1.87 | — | — | — | — | financials |
Upcoming
| Date | Fiscal | Time | EPS Est | LY EPS | YoY %Δ |
|---|---|---|---|---|---|
| Tue Oct 27, 2026 | Sep/2026 | AMC | $1.96 | $2.77 | -29.2% |
Financials
Income statement (quarterly)
| Metric | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.67B | $4.52B | — | $5.11B | $5.21B | $4.67B | — | $4.72B |
| Cost of revenue | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $1.06B | $1.05B | — | $1.35B | $1.24B | $574M | — | $988M |
| EPS (diluted) | $3.00 | $2.88 | — | $3.56 | $3.23 | $1.48 | — | $2.56 |
Balance sheet (quarterly)
| Metric | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $1.11B | $914M | $993M | $1.06B | $983M | $1.19B | $979M | $1.02B |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — |
| Total assets | $85.18B | $81.45B | $79.24B | $79.19B | $78.79B | $75.18B | $70.91B | $73.66B |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $61.15B | $57.26B | $55.03B | $55.47B | $55.75B | $53.63B | $50.09B | $51.38B |
| Total equity | $24.03B | $24.19B | $24.21B | $23.72B | $23.04B | $21.55B | $20.82B | $22.27B |
Implied volatility — last 90 days
Sector peers
ACGL earnings FAQ
When is ACGL's next earnings date?
Arch Capital Group Ltd. is expected to report on October 27, 2026, after the market closes.
What is ACGL's expected move for earnings?
Options currently price a move of about ±4.1%, or $4.22 per share either way from $102.69.
How does ACGL stock usually react to earnings?
Across the last 6 reports the average next-day move was ±2.0%, up 1 times and down 5 times.
What EPS are analysts expecting from Arch Capital Group Ltd.?
The consensus estimate is $1.96 per share, versus $2.77 a year ago.
What is ACGL's implied volatility?
ACGL's at-the-money implied volatility is about 35% based on the latest options snapshot.