Arch Capital FY26 Q2 net income falls 14.67% to $1.05 billion; combined ratio widens 2.3 percentage points to 83.5%
ACGL•Management commentary
CEO Nicolas Papadopoulo cited solid underwriting across all three segments, pointing to strength in Specialty Insurance, Mortgage, and Reinsurance operations.
Operating income and capital return
After-tax operating income available to common shareholders fell 8.8% to $893 million; operating EPS edged down to $2.56.
- Book value per common share rose 2.8% from March 31, 2026, to $68.04.
- Share repurchases totaled $1.2 billion.
Q2 results and underwriting performance
Arch Capital Group Ltd. posted net income available to common shareholders of $1.05 billion, down 14.7% year over year; EPS slipped to $3.
- Combined ratio worsened to .




