ARCH CAPITAL GROUP LTD. (ACGL) earnings date, results and what the price requires
Nasdaq · SEC CIK 0000947484 · SEC filings checked Oct 16, 2026
Previous results (SEC filings)
| Quarter ended | Reported | Revenue | Net income | Diluted EPS | Source |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 28, 2026 | $4.67B | $1.06B | $3.00 | Filing |
| Mar 31, 2026 | Apr 28, 2026 | $4.52B | $1.05B | $2.88 | Filing |
| Dec 31, 2025 | Feb 9, 2026 | $4.93B | $1.24B | $3.33 | Filing |
| Sep 30, 2025 | Oct 27, 2025 | $5.11B | $1.35B | $3.56 | Filing |
| Jun 30, 2025 | Jul 29, 2025 | $5.21B | $1.24B | $3.23 | Filing |
| Mar 31, 2025 | Apr 29, 2025 | $4.67B | $574.0M | $1.48 | Filing |
| Dec 31, 2024 | Feb 10, 2025 | $4.55B | $935.0M | $2.41 | Filing |
| Sep 30, 2024 | Oct 30, 2024 | $4.72B | $988.0M | $2.56 | Filing |
What would ARCH CAPITAL GROUP LTD. have to report for its valuation to change?
At $101.27, with a 9.0% required return and a 18× earnings multiple in 5 years, earnings per share must grow about -7.5% a year, to $8.66. On that path the next quarter needs diluted EPS near $3.29, against $3.56 in the quarter ended Sep 30, 2025.
Compare buying at the last close now with waiting for results: if the report moves the growth the price requires, the entry price you would accept changes with it.
| Result | Original | Yours |
|---|---|---|
| Required EPS growth / year | -7.5% | -7.5% |
| EPS needed in final year | $8.66 | $8.66 |
Changed: nothing yet. Model: EPS × (1+g)^years × final P/E, discounted at the required return, equals today's price. Inputs: SEC diluted EPS and the dated close above.
Prepare for earnings across my investments — $399/month
Keep working models for the companies you follow, compare your expectations with reported results, and review what changes your investment decision. ACGL goes in with your buy-or-wait comparison and assumptions preserved.
Figures come from SEC EDGAR XBRL filings. Dates marked "estimated" are calculated from the company's past results filings and are not confirmed. Not investment advice.