Arch Capital Group Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.3%projected annual EPS growth
Analyst Coverage
19analysts covering
FY EPS (est.)
$9.38next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
| Q4 2026 Earnings Release | 9 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Book Value per Common Share Quarterly68.0Target: Continuous growth to maximize shareholder value
Consolidated Combined Ratio Quarterly8,350.0%Target: Under 90.0% through disciplined underwriting
Annualized Net Income Return on Average Common Equity (ROAE) Quarterly18.0Target: 15.0% or higher across the underwriting cycle
Watch Items
- Reinsurance Pricing and Softening Market ConditionsTrigger: Reinsurance net premiums written declining more than 10% YoY or rate declines exceeding 15% at renewalsAction: Further reduce underwriting exposure in soft lines and reallocate capital to share repurchases under the $3.0 billion authorization.
- Catastrophic Loss ExposureTrigger: Pre-tax current accident year catastrophic losses exceeding $500 million in a single quarterAction: Review peak-zone probable maximum loss (PML) limits and adjust retrocessional reinsurance coverage.
Research as of 2 Sep 2026