Filing Flows › Arch Capital Group (ACGL) › Q2 2026 › vs Q2 2025
Arch Capital Group (ACGL) Q2 2026 vs Q2 2025 (year over year)
Arch Capital Group's revenue fell $545M (-10%) from $5.2B in Q2 2025 to $4.7B in Q2 2026. Operating margin 25.2% against 27.1% (-1.9 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 25.2% | 27.1% | -1.9 pts |
| Net margin | 22.6% | 23.7% | -1.1 pts |
| Free cash flow margin | 28.0% | 21.3% | +6.7 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Revenue | $4.7B | $5.2B | −$545M | -10% |
| Other income, net | $46.0M | $40.0M | $6.0M | +15% |
| Operating profit | $1.2B | $1.4B | −$236M | -17% |
| Costs & expenses | $3.5B | $3.8B | −$309M | -8% |
| Pre-tax earnings | $1.2B | $1.5B | −$230M | -16% |
| General & admin | $44.0M | $47.0M | −$3.0M | -6% |
| Other operating costs | $3.4B | $3.8B | −$306M | -8% |
| Net earnings | $1.1B | $1.2B | −$180M | -15% |
| Income tax | $164M | $214M | −$50.0M | -23% |
| Share-based compensation | $15.0M | $25.0M | −$10.0M | -40% |
| Working capital & other | $250M | −$138M | $388M | — |
| Operating cash flow | $1.3B | $1.1B | $198M | +18% |
| Free cash flow (OCF − capex) | $1.3B | $1.1B | $196M | +18% |
| Capital expenditures | $14.0M | $12.0M | $2.0M | +17% |
Questions
How much did Arch Capital Group's revenue grow year over year in Q2 2026?
Arch Capital Group's revenue fell $545M (-10%) from $5.2B in Q2 2025 to $4.7B in Q2 2026. Operating margin 25.2% against 27.1% (-1.9 pts).