Arch Capital Group Ltd. (ACGL)

From the record

Arch Capital Group Ltd.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Arch Capital Group Ltd.'s 10 filed years say what it did: revenue went from $4.5 billion in fiscal 2016 to $20 billion in fiscal 2025, up 18.1% a year; it rose in 8 of 9 years; the deepest fall was 3% from fiscal 2017 to fiscal 2018; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Arch Capital Group Ltd.'s diluted share count shrank about 0.2% a year, and dividends and buybacks returned about 10% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 11 sales and 1 purchase of their own stock on the open market in the year to 2026-09-30, buying about $499 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Arch Capital Group Ltd. earned about 18 cents of profit for every dollar of shareholders' money. Leverage: it owed about 69 cents per dollar of assets, and net share issuance: its share count shrank 1.5% over the year (the filed statements).

From the record

Arch Capital Group Ltd.'s standing among 60 graded names in its industry family: revenue of $20 billion in fiscal 2025 ranks in the top 14% by size; a net margin of 21.9% ranks in the top 19%; revenue growth of 27.5% a year over the last 3 filed years ranks in the top 24% (its annual reports).

From the record

Arch Capital Group Ltd.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Papadopoulo, Nicolas (CEO, as filed), filing under that title since 2024-11-21, 2 years (bottom 24% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 7.7 years (top 48%); 12 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (bottom 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Arch Capital Group Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of $993 million against no long-term debt tagged leaves 1.3% of its assets as net cash, bottom 44% of its family; cash from operations less capital spending is 30.7% of revenue (top 19%) (its annual report).

From the record

Arch Capital Group Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew 27.5% a year over the last three filed years against 18.1% over all 10, speeding up (top 19% of its family); the newest year grew 14.3% (top 28%); capital spending grew -4.2% a year (bottom 43%) (its annual reports). Arch Capital Group Ltd. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Arch Capital Group Ltd.'s newest year against its own record: revenue of $20 billion in fiscal 2025 came in 15.1% below the $23 billion its prior three years' pace pointed to (bottom 19% of its family); net income of $4.4 billion against a prior three-year average of $3.4 billion (bottom 28%); a net margin of 21.9% against 23.9% before (bottom 17%) (its annual reports).