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Arch Capital Group Ltd. (ACGL) Q1 2026 Earnings Call Tran...
SA Transcripts · 2026-04-30 · via All Articles on Seeking Alpha

Q1: 2026-04-28 Earnings Summary

EPS of $2.50 beats by $0.04

 | 

Revenue of

$4.35B

(-3.70% Y/Y)

misses by $185.98M

Arch Capital Group Ltd. (ACGL) Q1 2026 Earnings Call April 29, 2026 10:00 AM EDT

Company Participants

Nicolas Alain Papadopoulo - CEO & Director
François Morin - Executive VP, CFO & Treasurer

Conference Call Participants

Elyse Greenspan - Wells Fargo Securities, LLC, Research Division
David Motemaden - Evercore ISI Institutional Equities, Research Division
Tracy Benguigui - Wolfe Research, LLC
Michael Zaremski - BMO Capital Markets Equity Research
Andrew Kligerman - TD Cowen, Research Division
Cave Montazeri - Deutsche Bank AG, Research Division
Joshua Shanker - BofA Securities, Research Division
Robert Cox - Goldman Sachs Group, Inc., Research Division
Ryan Tunis - Cantor Fitzgerald & Co., Research Division
Taylor Scott - Barclays Bank PLC, Research Division
Matthew Heimermann - Citigroup Inc., Research Division
Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division
Rowland Mayor - RBC Capital Markets, Research Division
Brian Meredith - UBS Investment Bank, Research Division
Pablo Singzon - JPMorgan Chase & Co, Research Division
Yaron Kinar - Mizuho Securities USA LLC, Research Division

Presentation

Operator

Good day, ladies and gentlemen, and welcome to the 1Q 2026 Arch Capital Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. Before the company gets started with its update, management wants to first remind everyone that certain statements in yesterday's press release and discussed on this call may constitute forward-looking statements under the federal securities laws.

These statements are based upon management's current assessments and assumptions and are subject to a number of risks and uncertainties. Consequently, actual results may differ materially from those expressed or implied. For more information on the risks and other factors that may affect future performance, investors should review the periodic reports that are filed by the company with the SEC from time to time, including our annual report on Form 10-K for the 2025 fiscal year.

Additionally, certain statements contained in the call that are