Filing Flows › Arch Capital Group (ACGL) › Q2 2026 › vs Q1 2026
Arch Capital Group (ACGL) Q2 2026 vs Q1 2026 (quarter over quarter)
Arch Capital Group's revenue rose $147M (+3%) from $4.5B in Q1 2026 to $4.7B in Q2 2026. Operating margin 25.2% against 24.5% (+0.6 pts).
Arch Capital Group, Q2 2026: revenue $4.7B (-10% year over year), operating margin 25.2%, net earnings $1.1B, operating cash flow $1.3B. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 25.2% | 24.5% | +0.6 pts |
| Net margin | 22.6% | 23.2% | -0.5 pts |
| Free cash flow margin | 28.0% | 26.1% | +1.9 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Revenue | $4.7B | $4.5B | $147M | +3% |
| Other income, net | $46.0M | $36.0M | $10.0M | +28% |
| Operating profit | $1.2B | $1.1B | $66.0M | +6% |
| Costs & expenses | $3.5B | $3.4B | $81.0M | +2% |
| Pre-tax earnings | $1.2B | $1.1B | $76.0M | +7% |
| General & admin | $44.0M | $49.0M | −$5.0M | -10% |
| Other operating costs | $3.4B | $3.4B | $86.0M | +3% |
| Net earnings | $1.1B | $1.0B | $10.0M | +1% |
| Income tax | $164M | $98.0M | $66.0M | +67% |
| Share-based compensation | $15.0M | $82.0M | −$67.0M | -82% |
| Working capital & other | $250M | $59.0M | $191M | +324% |
| Operating cash flow | $1.3B | $1.2B | $134M | +11% |
| Free cash flow (OCF − capex) | $1.3B | $1.2B | $128M | +11% |
| Capital expenditures | $14.0M | $8.0M | $6.0M | +75% |
Questions
How much did Arch Capital Group's revenue grow quarter over quarter in Q2 2026?
Arch Capital Group's revenue rose $147M (+3%) from $4.5B in Q1 2026 to $4.7B in Q2 2026. Operating margin 25.2% against 24.5% (+0.6 pts).