NASDAQ$ACGL
Arch Capital Group Ltd. · Q1 2025 earnings
Q1 2025 earnings · · After market close · Investor relations
Briefing
Arch Capital reported Q1 2025 total revenues of $4.67B with net income available to common shareholders of $564M and diluted EPS of $1.48.
Total revenues were $4.67 billion for the quarter ended March 31, 2025, as insurance and reinsurance operations generated strong underwriting. Net income available to common shareholders was $564 million ($1.48 diluted EPS). Combined ratio improvement and investment income support returns while catastrophe activity and pricing cycles remain key variables.
- Q1 total revenues $4.67B.
- Net income to common $564M; diluted EPS $1.48.
- Underwriting and investment income drive ROE.
- Cats, reserves, and reinsurance pricing affect earnings volatility.
Headline financials
Revenue & EPS history
Arch Capital · Revenue · Quarterly
$4.19B
Revenue by segment
Arch Capital · $3.25B total across 3 segments · Q3 2023
- Reinsurance$1.54B+54.0%47.5%
- Insurance$1.41B+19.0%43.5%
- Mortgage$293M+3.9%9.0%
Forward guidance
Insurance outlook depends on pricing, loss trends, and investment income.
Tailwinds
- Rate increases and underwriting discipline support combined ratios.
- Higher yields on float benefit investment income.
Headwinds
- Catastrophe losses and social inflation affect reserves.
- Competitive pricing can erode margins.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2025
+0.4%
Avg return
Earnings day
+1.6%
Avg return
5 days after
+2.9%
Avg return
30 days after
53%
36 / 68 earnings
Positive
+6.5%
Q3 2023
Best reaction
-7.7%
Q2 2011
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -4.8% | -3.5% | -8.0% | |
| Q4 2025 | +1.9% | +2.4% | -1.9% | |
| Q3 2025 | -1.4% | +0.4% | +9.8% | |
| Q1 2025 | -1.9% | +0.2% | +2.9% | |
| Q4 2024 | -2.0% | -3.6% | -1.1% | |
| Q3 2024 | -6.0% | -9.4% | -3.9% | |
| Q2 2024 | -1.3% | +1.7% | +16.3% | |
| Q1 2024 | +2.9% | +3.9% | +11.7% | |
| Q4 2023 | +4.0% | +2.4% | +9.3% | |
| Q3 2023 | +6.5% | +5.1% | +1.3% | |
| Q2 2023 | -2.1% | -4.5% | -8.3% | |
| Q1 2023 | +1.8% | +4.6% | -2.2% | |
| Q4 2022 | +3.2% | +5.6% | -2.3% | |
| Q3 2022 | +5.0% | +16.8% | +19.3% | |
| Q2 2022 | -2.1% | -1.7% | +5.1% | |
| Q1 2022 | +0.5% | -1.4% | +2.0% | |
| Q4 2021 | -1.7% | -3.7% | -5.1% | |
| Q3 2021 | -2.6% | -1.3% | -2.9% | |
| Q2 2021 | -0.1% | +1.8% | +8.4% | |
| Q1 2021 | -1.6% | -1.1% | -1.2% | |
| Q4 2020 | +2.2% | +2.9% | +8.3% | |
| Q3 2020 | +2.6% | +8.4% | +12.2% | |
| Q2 2020 | +3.4% | +2.8% | +7.2% | |
| Q1 2020 | +2.7% | +12.3% | +40.0% | |
| Q4 2019 | +0.6% | +1.9% | -34.4% | |
| Q3 2019 | +3.2% | +2.8% | +3.8% | |
| Q2 2019 | +3.5% | +1.4% | +2.9% | |
| Q1 2019 | +1.7% | +2.6% | +2.9% | |
| Q4 2018 | +5.4% | +3.9% | +7.3% | |
| Q3 2018 | +6.0% | +4.7% | +6.0% | |
| Q2 2018 | -0.9% | -1.3% | +0.9% | |
| Q1 2018 | -1.5% | -1.6% | -2.1% | |
| Q4 2017 | +0.6% | +3.4% | -2.8% | |
| Q3 2017 | -1.3% | -2.1% | -6.2% | |
| Q2 2017 | -4.5% | -1.9% | -1.7% | |
| Q1 2017 | +2.0% | +1.4% | -0.6% | |
| Q4 2016 | +0.0% | +1.1% | +2.8% | |
| Q3 2016 | -1.0% | +0.2% | +5.5% | |
| Q2 2016 | +3.7% | +4.9% | +13.8% | |
| Q1 2016 | -0.9% | — | — | |
| Q4 2015 | +1.8% | — | — | |
| Q3 2015 | +0.2% | — | — | |
| Q2 2015 | +3.2% | — | — | |
| Q1 2015 | +0.0% | — | — | |
| Q4 2014 | +0.8% | — | — | |
| Q3 2014 | -0.2% | — | — | |
| Q2 2014 | +0.7% | — | — | |
| Q1 2014 | -0.5% | — | — | |
| Q4 2013 | +1.6% | — | — | |
| Q3 2013 | +0.9% | — | — | |
| Q2 2013 | +1.3% | — | — | |
| Q1 2013 | +0.8% | — | — | |
| Q4 2012 | -1.4% | — | — | |
| Q3 2012 | -3.5% | — | — | |
| Q2 2012 | -0.7% | — | — | |
| Q1 2012 | +0.6% | — | — | |
| Q4 2011 | +2.5% | — | — | |
| Q3 2011 | -0.2% | — | — | |
| Q2 2011 | -7.7% | — | — | |
| Q1 2010 | +0.8% | — | — | |
| Q1 2011 | +2.7% | — | — | |
| Q4 2008 | +0.2% | — | — | |
| Q4 2010 | +0.2% | — | — | |
| Q3 2009 | -1.2% | — | — | |
| Q3 2010 | -1.2% | — | — | |
| Q2 2010 | -0.8% | — | — | |
| Q2 2009 | -0.8% | — | — | |
| Q4 2009 | -0.8% | — | — |
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