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Filing Flows › Arch Capital Group (ACGL) › Q3 2026 › vs Q2 2026

Arch Capital Group (ACGL) Q3 2026 vs Q2 2026 (quarter over quarter)

Arch Capital Group's revenue fell $13.0M (-0.3%) from $4.7B in Q2 2026 to $4.7B in Q3 2026. Operating margin 25.5% against 25.2% (+0.3 pts).

Arch Capital Group, Q3 2026: revenue $4.7B (-9% year over year), operating margin 25.5%, net earnings $1.0B, operating cash flow $1.8B. The chart draws each line against Q2 2026, the increases inside each band.

Arch Capital Group: what changed, Q3 2026 vs Q2 2026Arch Capital Group: what changed, Q3 2026 vs Q2 2026Working capital & other$454MFree cash flow (OCF − capex)$440MOperating cash flow$437MCosts & expenses−$24.0MGeneral & admin−$22.0MNet earnings−$22.0MIncome tax$20.0MOther income, net−$13.0MOperating profit$11.0MShare-based compensation$5.0M

Margins

Q3 2026Q2 2026Change
Operating margin25.5%25.2%+0.3 pts
Net margin22.2%22.6%-0.4 pts
Free cash flow margin37.6%28.0%+9.5 pts

Every line

LineQ3 2026Q2 2026Change%
Revenue$4.7B$4.7B−$13.0M-0.3%
Other income, net$33.0M$46.0M−$13.0M-28%
Operating profit$1.2B$1.2B$11.0M+0.9%
Costs & expenses$3.5B$3.5B−$24.0M-0.7%
Pre-tax earnings$1.2B$1.2B−$2.0M-0.2%
General & admin$22.0M$44.0M−$22.0M-50%
Other operating costs$3.4B$3.4B−$2.0M-0.1%
Net earnings$1.0B$1.1B−$22.0M-2%
Income tax$184M$164M$20.0M+12%
Share-based compensation$20.0M$15.0M$5.0M+33%
Working capital & other$704M$250M$454M+182%
Operating cash flow$1.8B$1.3B$437M+33%
Free cash flow (OCF − capex)$1.7B$1.3B$440M+34%
Capital expenditures$11.0M$14.0M−$3.0M-21%

Questions

How much did Arch Capital Group's revenue grow quarter over quarter in Q3 2026?

Arch Capital Group's revenue fell $13.0M (-0.3%) from $4.7B in Q2 2026 to $4.7B in Q3 2026. Operating margin 25.5% against 25.2% (+0.3 pts).

Q3 2026 results → · Compare in the interactive Sankey →