Arch Capital .(US:ACGL) ZACKSยท2025-04-28 14:21Core Viewpoint - Analysts project Arch Capital Group (ACGL) will report quarterly earnings of $1.37 per share, a decline of 44.1% year over year, with revenues expected to reach $4.55 billion, an increase of 20.8% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 1.7% in the past 30 days [2]. - Revisions to earnings projections are critical for predicting investor behavior regarding the stock [3]. Revenue Projections - Analysts expect 'Revenues- Net investment income' to be $415.07 million, reflecting a year-over-year increase of 26.9% [5]. - 'Revenues- Net premiums earned' are forecasted to reach $4.09 billion, indicating a change of 19.6% from the prior-year quarter [5]. - The average prediction for 'Revenues- Net premiums earned- Insurance Segment' is $1.80 billion, showing a 24.2% increase from the previous year [5]. - 'Revenues- Net premiums earned- Reinsurance Segment' is expected to be $2.01 billion, a 20.7% increase from the prior-year quarter [6]. Loss and Combined Ratios - The 'Loss Ratio - Total' is projected to be 65.0%, up from 50.5% in the same quarter last year [6]. - The 'Combined Ratio - Mortgage Segment' is estimated at 25.9%, compared to 14.5% a year ago [7]. - The 'Combined Ratio - Reinsurance Segment' is expected to be 93.9%, up from 77.4% in the same quarter last year [7]. - The consensus estimate for 'Combined Ratio - Total' stands at 92.6%, compared to 78.8% in the same quarter last year [8]. - 'Loss Ratio - Insurance Segment' is expected to be 69.4%, up from 58.9% a year ago [8]. - 'Loss Ratio - Reinsurance Segment' is projected to reach 69.7%, compared to 53% in the previous year [8]. - The 'Combined Ratio - Insurance Segment' is estimated at 102.4%, compared to 94.1% a year ago [9]. Stock Performance - Shares of Arch Capital have shown a return of -4.6% over the past month, compared to a -4.3% change in the Zacks S&P 500 composite [9].