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Arch Capital Group Ltd.

ACGL · NASDAQ

Arch is not hard to like after an 81.7% combined ratio, $1.0 billion of Q1 net income, and $783 million of buybacks. The harder question is whether reserves, catastrophe losses, mortgage credit, and reinsurance pricing stay friendly enough for that capital machine to keep working.

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Latest ReportMay 13, 2026Arch Capital: the 82% combined-ratio machine with a $34 billion claims bill to keep honestView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Arch Capital: the 82% combined-ratio machine with a $34 billion claims bill to keep honest

Arch is not hard to like after an 81.7% combined ratio, $1.0 billion of Q1 net income, and $783 million of buybacks. The harder question is whether reserves, catastrophe losses, mortgage credit, and reinsurance pricing stay friendly enough for that capital machine to keep working.

May 13, 2026Research reportSlides available
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Arch Capital Group Ltd.Capital: the 82% combined-ratio machine with a $34 billion claimMay 13, 2026
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Arch Capital: the 82% combined-ratio machine with a $34 billion claims bill to keep honestArch is not hard to like after an 81.7% combined ratio, $1.0 billion of Q1 net income, and $783 million of buybacks. The harder question is whether reserves, catastrophe losses, mortgage credit, and reinsurance pricing stay friendly enough for that capital machine to keep working.NASDAQMay 13, 2026Research reportReadSlides