Spoken Alpha
ACGL
ARCH CAPITAL GROUP LTD.
Overview
Arch Capital Group Ltd. provides insurance, reinsurance, and mortgage insurance on a worldwide basis through wholly owned subsidiaries.
ARCH CAPITAL GROUP LTD is a Financial Services company operating in Insurance - Diversified with a $32.74B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2937 Q&A exchanges
- Q4 FY2025Earnings2026-02-1052 Q&A exchanges
- Q3 FY2025Earnings2025-10-2826 Q&A exchanges
- Q2 FY2025Earnings2025-07-3028 Q&A exchanges
- Q1 FY2025Earnings2025-04-3023 Q&A exchanges
- Q4 FY2024Earnings2025-02-1143 Q&A exchanges
- Q3 FY2024Earnings2024-10-3134 Q&A exchanges
- Q2 FY2024Earnings2024-07-3132 Q&A exchanges
- Q1 FY2024Earnings2024-04-3025 Q&A exchanges
- Q4 FY2023Earnings2024-02-1545 Q&A exchanges
- Q3 FY2023Earnings2023-10-3125 Q&A exchanges
- Q2 FY2023Earnings2023-07-2729 Q&A exchanges
- Q1 FY2023Earnings2023-04-2724 Q&A exchanges
- Q4 FY2022Earnings2023-02-1423 Q&A exchanges
- Q3 FY2022Earnings2022-10-2732 Q&A exchanges
- Q2 FY2022Earnings2022-07-2827 Q&A exchanges
- Q1 FY2022Earnings2022-04-2844 Q&A exchanges
- Q4 FY2021Earnings2022-02-1032 Q&A exchanges
- Q3 FY2021Earnings2021-10-2829 Q&A exchanges
- Q2 FY2021Earnings2021-08-0132 Q&A exchanges
- Q1 FY2021Earnings2021-04-2821 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $2.46—Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$2.50 vs $2.45+2.0%Rev$4.36B vs ——EODHD
- Q4 FY20252026-02-08EPS$2.98 vs $2.56+16.4%Rev$5.39B vs ——EODHD
- Q3 FY20252025-10-29EPS$2.77 vs $1.69+63.9%Rev$4.98B vs ——EODHD
- Q2 FY20252025-07-28EPS$2.58 vs $2.30+12.2%Rev$4.97B vs ——EODHD
- Q1 FY20252025-04-28EPS$1.54 vs $1.31+17.6%Rev$4.59B vs ——EODHD
- Q4 FY20242025-02-09EPS$2.42 vs $1.93+25.4%Rev$5.02B vs ——EODHD
- Q3 FY20242024-10-29EPS$1.99 vs $1.95+2.1%Rev$4.48B vs ——EODHD
- Q2 FY20242024-07-29EPS$2.57 vs $2.21+16.3%Rev$4.06B vs ——EODHD
- Q1 FY20242024-04-28EPS$2.45 vs $2.10+16.7%Rev$3.88B vs ——EODHD
- Q4 FY20232024-02-13EPS$2.49 vs $2.03+22.7%Rev$3.79B vs ——EODHD
- Q3 FY20232023-10-29EPS$2.31 vs $1.61+43.5%Rev$3.29B vs ——EODHD
- Q2 FY20232023-07-25EPS$1.92 vs $1.58+21.5%Rev$3.10B vs ——EODHD
- Q1 FY20232023-04-25EPS$1.73 vs $1.45+19.3%Rev$3.17B vs ——EODHD
- Q4 FY20222023-02-12EPS$2.14 vs $1.34+59.7%Rev$2.95B vs ——EODHD
- Q3 FY20222022-10-25EPS$0.28 vs $0.17+64.7%Rev$2.49B vs ——EODHD
- Q2 FY20222022-07-26EPS$1.34 vs $1.09+22.9%Rev$2.27B vs ——EODHD
- Q1 FY20222022-04-26EPS$1.10 vs $1.06+3.8%Rev$1.94B vs ——EODHD
- Q4 FY20212022-02-08EPS$1.27 vs $1.00+27.0%Rev$2.25B vs ——EODHD
- Q3 FY20212021-10-26EPS$0.74 vs $0.36+100.0%Rev$2.04B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $2.46 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $2.50 | $2.45 | +2.0% | $4.36B | — | — | EODHD |
| Q4 FY2025 | 2026-02-08 | $2.98 | $2.56 | +16.4% | $5.39B | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $2.77 | $1.69 | +63.9% | $4.98B | — | — | EODHD |
| Q2 FY2025 | 2025-07-28 | $2.58 | $2.30 | +12.2% | $4.97B | — | — | EODHD |
| Q1 FY2025 | 2025-04-28 | $1.54 | $1.31 | +17.6% | $4.59B | — | — | EODHD |
| Q4 FY2024 | 2025-02-09 | $2.42 | $1.93 | +25.4% | $5.02B | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $1.99 | $1.95 | +2.1% | $4.48B | — | — | EODHD |
| Q2 FY2024 | 2024-07-29 | $2.57 | $2.21 | +16.3% | $4.06B | — | — | EODHD |
| Q1 FY2024 | 2024-04-28 | $2.45 | $2.10 | +16.7% | $3.88B | — | — | EODHD |
| Q4 FY2023 | 2024-02-13 | $2.49 | $2.03 | +22.7% | $3.79B | — | — | EODHD |
| Q3 FY2023 | 2023-10-29 | $2.31 | $1.61 | +43.5% | $3.29B | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $1.92 | $1.58 | +21.5% | $3.10B | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $1.73 | $1.45 | +19.3% | $3.17B | — | — | EODHD |
| Q4 FY2022 | 2023-02-12 | $2.14 | $1.34 | +59.7% | $2.95B | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $0.28 | $0.17 | +64.7% | $2.49B | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $1.34 | $1.09 | +22.9% | $2.27B | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $1.10 | $1.06 | +3.8% | $1.94B | — | — | EODHD |
| Q4 FY2021 | 2022-02-08 | $1.27 | $1.00 | +27.0% | $2.25B | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $0.74 | $0.36 | +100.0% | $2.04B | — | — | EODHD |
Source: EODHD. ACGL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ACGL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 60% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.60 | $1.99 | +30.5% | +1.2% | -0.4% |
| Q4 FY2026 | $2.69 | $2.21 | +21.7% | -1.2% | -1.1% |
| Q3 FY2026 | $2.91 | $2.20 | +32.3% | +0.9% | -0.3% |
| Q2 FY2026 | $2.69 | $2.07 | +30.1% | +0.3% | -2.6% |
| Q1 FY2025 | $2.73 | $2.25 | +21.2% | -4.6% | -4.9% |
| Q4 FY2025 | $2.73 | $2.14 | +27.8% | -2.6% | -4.6% |
| Q3 FY2025 | $2.85 | $2.14 | +33.2% | -9.0% | -9.2% |
| Q2 FY2025 | $2.79 | $2.18 | +28.0% | -8.0% | -10.5% |
| Q1 FY2024 | $2.68 | $2.15 | +24.7% | -5.8% | -2.8% |
| Q4 FY2024 | $2.87 | $2.21 | +29.7% | +1.0% | +1.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Nicolas PapadopouloCEO4 mo4 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Francois MorinCFO4 mo21 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Maamoun RajehPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- David GansbergPresident7 mono recorded callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last call held guidance Q3 FY2026
- Christine ToddChief Investment Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Louis T PetrilloOfficer of Subsidiary4 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • last guidance cut Q3 FY2026
Peers
Other companies in Financial Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ACGL.
$ curl https://api.spokenalpha.com/v1/companies/ACGLFAQ
Frequently asked about ACGL
Where can I find ARCH CAPITAL GROUP LTD.'s (ACGL) earnings call transcripts?
Spoken Alpha indexes ACGL's earnings call transcripts at https://spokenalpha.com/companies/ACGL. Each call links to attributed speakers and parsed analyst Q&A. ARCH CAPITAL GROUP LTD.'s own investor relations page is at https://ir.archgroup.com/overview/default.aspx.
When was ARCH CAPITAL GROUP LTD.'s most recent earnings call?
ARCH CAPITAL GROUP LTD. (ACGL) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
What sector is ACGL in?
ARCH CAPITAL GROUP LTD. (ACGL) operates in the Financial Services sector (Insurance - Diversified industry).