Filing Flows › Arch Capital Group (ACGL) › Q1 2026
Arch Capital Group (ACGL) Q1 2026 earnings results (first quarter 2026)
10-Q filed May 5, 2026
Arch Capital Group (ACGL) reported revenue of $4.5B for the first quarter 2026 (Q1 2026), -3% from a year earlier and -8% from the quarter before. Operating margin was 24.5%, net earnings $1.0B (23.2% of revenue).
Arch Capital Group, Q1 2026: revenue $4.5B (-3% year over year), operating margin 24.5%, net earnings $1.0B, operating cash flow $1.2B. The chart follows the revenue to costs, profit and cash.
| Q1 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $4.5B | -8% | -3% |
| Operating profit | $1.1B | -20% | +64% |
| Net earnings | $1.0B | -15% | +82% |
| Operating cash flow | $1.2B | -15% | -19% |
| Free cash flow | $1.2B | -15% | -19% |
What changed
Revenue was $4.5B in Q1 2026, down 3% year over year and down 8% from the previous quarter.
Operating profit was $1.1B, a 24.5% margin (up 10.0 points year over year). Total costs fell 15% while revenue fell 3%. Net earnings were $1.0B, up 82% year over year. The effective tax rate was 8.6%.
Operating cash flow was $1.2B (down 19% year over year), 113% of net earnings. Non-cash charges added back $0.08B of share-based compensation. Capital expenditures of $0.01B left free cash flow of $1.2B.
Questions
What was Arch Capital Group's revenue in the first quarter 2026?
Arch Capital Group (ACGL) reported revenue of $4.5B for the first quarter 2026 (Q1 2026), -3% from a year earlier and -8% from the quarter before.
Was Arch Capital Group profitable in the first quarter 2026?
Operating profit was $1.1B (24.5% of revenue) and net earnings $1.0B.
Source: Arch Capital Group 10-Q on SEC EDGAR.