Arch Capital Group (ACGL) Q3 Earnings Beat Estimates

Core Insights - Arch Capital Group (ACGL) reported quarterly earnings of $2.77 per share, exceeding the Zacks Consensus Estimate of $2.19 per share, and up from $1.99 per share a year ago, representing an earnings surprise of +26.48% [1] - The company posted revenues of $4.72 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.59%, but up from $4.38 billion year-over-year [2] - Arch Capital has surpassed consensus EPS estimates in all four of the last quarters, while it has topped consensus revenue estimates two times during the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.28 on revenues of $4.75 billion, and for the current fiscal year, it is $8.61 on revenues of $18.77 billion [7] - The estimate revisions trend for Arch Capital was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Insurance - Property and Casualty industry, to which Arch Capital belongs, is currently ranked in the top 14% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]