NASDAQ$ACGL
Arch Capital Group Ltd. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Arch Capital reported strong Q4 2021 results driven by underwriting income and net income growth.
Arch Capital Group Ltd. reported a net income available to Arch common shareholders of $613.1 million, or $1.58 per share, compared to $533.1 million, or $1.30 per share, for the 2020 fourth quarter. After-tax operating income available to Arch common shareholders was $493.3 million, or $1.27 per share, compared to $230.4 million, or $0.56 per share, for the 2020 fourth quarter.
- Net income available to Arch common shareholders increased to $613.1 million, or $1.58 per share.
- After-tax operating income available to Arch common shareholders rose to $493.3 million, or $1.27 per share.
- The company repurchased 8.7 million shares at an aggregate cost of $362.1 million.
- Book value per common share increased to $33.56 at December 31, 2021.
Headline financials
Revenue & EPS history
Arch Capital · Revenue · Quarterly
$2.08B
Revenue by segment
Arch Capital · $2.08B total across 3 segments · Q4 2021
- Insurance$1B+34.0%48.1%
- Reinsurance$780M+33.5%37.4%
- Mortgage$301M-10.4%14.4%
Forward guidance
The Private Securities Litigation Reform Act of 1995 (“PSLRA”) provides a “safe harbor” for forward-looking statements.
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 Q4 2021
+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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