Stock AnalizArch Capital Group (ACGL) earnings for the quarter ended September 2026: EPS beats estimates
Arch Capital Group reported results for the quarter ended September 2026 on October 27, 2026. Adjusted earnings per share came in at $2.67 against the analysts’ average forecast of $2.30, a beat of 15.9%.
Revenue for the quarter was $3.85 billion.
The market’s verdict: the stock rose 0.2% on the first trading day after the report.
The last four quarters
Arch Capital Group has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.67 | $2.30 | +15.9% | — | +0.2% |
| Jun 2026 | $2.56 | $2.46 | +4.0% | −10% | +0.6% |
| Mar 2026 | $2.50 | $2.46 | +1.5% | −3% | −3.8% |
| Dec 2025 | $2.98 | $2.57 | +15.8% | +8% | −3.1% |
What comes next
Analysts expect EPS of $2.55 for the next quarter on average and $10.23 for the fiscal year ending December 31, 2026.
The average analyst price target is $113.58, 4% above the current price of $109.61.
Valuation and score
Arch Capital Group scores 3.4 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 9.0, and its intrinsic value under moderate assumptions is about 60% below the current market value. Full Arch Capital Group analysis with 10 years of financials
Frequently asked questions
What was Arch Capital Group’s EPS for the quarter ended September 2026?
$2.67 adjusted per share, against an analyst consensus of $2.30.
How much revenue did Arch Capital Group report?
$3.85 billion.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.