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ACGL · Q2 2026
Archived report (Q2 2026). Latest deep dive →
The quarter in brief
Revenue fell 10.5% y/y to $4.67B, pre-tax margin 25.2% vs 27.1%, net income $1.06B (−14.6% y/y).
Net income (loss) attributable to Arch
$1,057M
down 14.6% y/y
Total revenues
$4,668M
down 10.5% y/y
All figures in $M.
| Line item | Amount and change |
|---|---|
| Total revenues | $4,668 · −10.5% |
| Losses and loss adjustment expenses | $2,196 · −4.6% |
| Acquisition expenses | $718 · −12.9% |
| Other operating expenses | $471 · +3.7% |
| Corporate benefit (expenses) | $44 · −6.4% |
| Amortization of intangible assets | $30 · −37.5% |
| Interest expense | $44 · +15.8% |
| Net foreign exchange gains (losses) | $10 · vs −$88 |
| Income (loss) before income taxes and income (loss) from operating affiliates | $1,175 · −16.7% · 25.2% margin |
| Income tax (expense) benefit | $164 · −23.4% · 14.0% effective rate |
| Income (loss) from operating affiliates | $46 · +15.0% |
| Net income (loss) attributable to Arch | $1,057 · −14.6% · $3.00/sh · 22.6% margin |
Verdict: revenue fell 10.5% y/y to $4.67B, pre-tax margin 25.2% vs 27.1%, net income $1.06B (−14.6% y/y).
Source and notation
Source: Arch Capital press release, 8-K EX-99.1 of 07/28/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against SEC XBRL.
Open as an image: ACGL, Q2 2026 (PNG) ↗ · for sharing and presentations · free to reuse, CC BY 4.0
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Chart: “ACGL Q2 2026: where the revenue went” by Who Reports Today, https://whoreportstoday.com/t/acgl/q2-2026. Licensed under CC BY 4.0.
<figure> <a href="https://whoreportstoday.com/t/acgl/q2-2026"><img src="https://whoreportstoday.com/t/acgl/q2-2026/sankey.png" alt="ACGL Q2 2026: where the revenue went" loading="lazy" style="max-width:100%;height:auto"></a> <figcaption>Source: <a href="https://whoreportstoday.com/t/acgl/q2-2026">Who Reports Today</a>, licensed under <a href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></figcaption> </figure>
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<a href="https://whoreportstoday.com/t/acgl/q2-2026">ACGL Q2 2026 earnings chart (Who Reports Today)</a>
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- Pre-tax income was $1.18B, a 25.2% margin vs 27.1% a year earlier.
- The effective tax rate was 14.0% vs 15.2% a year earlier.
- Diluted EPS was $3.00 vs $3.23 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
ACGL — a Bermuda-based insurance group that underwrites property, casualty and specialty insurance for businesses, reinsures other insurers' risks and provides mortgage insurance and reinsurance worldwide.
It reports three underwriting segments, insurance, reinsurance and mortgage, and also earns investment income on its portfolio. · Source: annual report (Form 10-K, SEC)
Heads-up
- net income fell 15% y/y in Q2 2026
- revenue fell 11% y/y in Q2 2026
Net income for Q2 2026: $1,057M, −15% y/y. In the report's figures: revenue −11% y/y; costs grew faster than revenue: interest expense +16% y/y. Based on the Q2 2026 report.
The company's report ↗Revenue for Q2 2026: $4,668M, −11% y/y. Based on the Q2 2026 report.
The company's report ↗More reports: AFL · Q2 2026 · AIG · Q2 2026 · AIZ · Q2 2026 · AJG · Q2 2026 · ALL · Q2 2026 · AMP · Q2 2026 · AON · Q2 2026 · APO · Q2 2026 · ARES · Q3 2026 · AXP · Q3 2026 · all reports