View ValuationArch Capital Group 将来の成長Future 基準チェック /06Arch Capital Groupの収益と利益は、それぞれ年間6%と9.4%減少すると予測されています。EPS は年間6.4%で 減少すると予想されています。自己資本利益率は 3 年後に13.3%になると予測されています。主要情報-9.4%収益成長率-6.38%EPS成長率Insurance 収益成長5.4%収益成長率-6.0%将来の株主資本利益率13.27%アナリストカバレッジGood最終更新日20 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 25Arch Capital Group Ltd. to Report Q2, 2026 Results on Jul 28, 2026Arch Capital Group Ltd. announced that they will report Q2, 2026 results After-Market on Jul 28, 2026お知らせ • Jun 19Arch Capital Group Appoints Jerome Halgan as CEO of Arch Global Reinsurance Group and Michael Schmeiser as CEO of Arch Global Mortgage GroupArch Capital Group Ltd. announced the promotions of Jerome Halgan to CEO of Arch Global Reinsurance Group and Michael Schmeiser to CEO of Arch Global Mortgage Group. Both will continue to report to Arch President Maamoun Rajeh. Halgan joined Arch in 2009. He has served as President and Chief Underwriting Officer of Arch Reinsurance Group since 2024, and as CEO of Arch Re Bermuda since 2018. Schmeiser joined Arch in 2017 and has served as President and CEO of Arch U.S. Mortgage since 2019. These appointments follow the recent expansion of Maamoun Rajeh’s role as President of Arch.Arch Insurance North America CEO Matt Shulman and Arch Insurance International CEO Hugh Sturgess will continue to report to Rajeh.お知らせ • Jun 04Arch Capital Group Ltd. Announces Executive ChangesArch Capital Group Ltd. on June 3, 2026 announced the expansion of Maamoun Rajeh’s role as President. Rajeh, who most recently oversaw Arch’s Reinsurance and Mortgage segments, will also take on responsibility for Arch’s Insurance segment as the Company moves forward under a single President model. Rajeh will continue to report to Chief Executive Officer Nicolas Papadopoulo. David Gansberg is stepping down from his role as a President of Arch and departing the company following a distinguished tenure, having played an important role in building the organization to its current position, effective immediately. In his role, Mr. Gansberg oversaw Arch’s Global Insurance Group. The terms of Mr. Rajeh’s employment agreement, dated as of September 19, 2017, as amended, with Arch remain unchanged. No new equity-based compensation awards were granted to Mr. Rajeh in connection with his expanded role. Mr. Rajeh, 55, has served as President since November 2024. Previously, Mr. Rajeh spent seven years as Chairman and Chief Executive Officer of Arch’s Global Reinsurance Group. Mr. Rajeh joined Arch Re Bermuda in 2001 as an underwriter and has held senior leadership roles throughout his tenure.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$2.94 (vs US$1.51 in 1Q 2025)First quarter 2026 results: EPS: US$2.94 (up from US$1.51 in 1Q 2025). Revenue: US$4.52b (down 3.3% from 1Q 2025). Net income: US$1.04b (up 84% from 1Q 2025). Profit margin: 23% (up from 12% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Insurance industry in Europe are expected to grow by 5.5%.お知らせ • Mar 25Arch Capital Group Ltd., Annual General Meeting, May 05, 2026Arch Capital Group Ltd., Annual General Meeting, May 05, 2026. Location: virtualshareholdermeeting.com/acgl2026, United Statesお知らせ • Mar 17Arch Capital Group Ltd. to Report Q1, 2026 Results on Apr 28, 2026Arch Capital Group Ltd. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026Reported Earnings • Feb 10Full year 2025 earnings released: EPS: US$11.83 (vs US$11.47 in FY 2024)Full year 2025 results: EPS: US$11.83 (up from US$11.47 in FY 2024). Revenue: US$19.9b (up 14% from FY 2024). Net income: US$4.36b (up 2.0% from FY 2024). Profit margin: 22% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Insurance industry in Europe are expected to grow by 5.1%.お知らせ • Jan 22Arch Capital Group Ltd. Announces John Vollaro Declines Re-Election to the Board of Directors, Effective May 5, 2026Arch Capital Group Ltd. announced John Vollaro, a long-serving and valued member of the Board of Directors, has informed the Board he will not stand for reelection at the Company’s upcoming Annual Meeting of Shareholders. He will serve the remainder of his term, which ends on May 5, 2026. Vollaro has served on Arch’s Board since 2009. From 2002 to 2009 he was Chief Financial Officer, Treasurer and Executive Vice President of Arch — helping steer the Company from startup to a highly-regarded global specialty (re)insurer.お知らせ • Jan 09Arch Capital Group Ltd. to Report Q4, 2025 Results on Feb 09, 2026Arch Capital Group Ltd. announced that they will report Q4, 2025 results After-Market on Feb 09, 2026Recent Insider Transactions • Dec 17Independent Chairman of the Board recently sold €17m worth of stockOn the 15th of December, John Pasquesi sold around 213k shares on-market at roughly €79.85 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €25m.お知らせ • Sep 23Arch Capital Group Ltd. to Report Q3, 2025 Results on Oct 27, 2025Arch Capital Group Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2025Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$3.28 (vs US$3.38 in 2Q 2024)Second quarter 2025 results: EPS: US$3.28 (down from US$3.38 in 2Q 2024). Revenue: US$5.21b (up 23% from 2Q 2024). Net income: US$1.23b (down 2.5% from 2Q 2024). Profit margin: 24% (down from 30% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Insurance industry in Europe.お知らせ • Jul 25Arch Introduces New Supplemental Health Insurance Products to Help Bridge Coverage GapsArch Insurance's Accident & Health business unit announced the launch of its new Individual Supplemental Health product suite. These products are designed to help individuals manage out-of-pocket expenses not typically covered by major medical plans, including deductibles, co-insurance and out-of-network charges through a variety of benefits including Accident Medical Expense, Hospital Indemnity, Critical Illness and Accidental Death. Arch's products provide an added layer of financial cushion when unexpected health events occur to individuals including employees, independent contractors, gig workers and association members. The products are available with no medical underwriting and are fully portable, allowing policyholders to keep their coverage through job or life changes. Arch's digital technology enables partners to generate quotes and complete enrollments in minutes. Arch's fully licensed call center provides sales and customer service support for both partners and clients.お知らせ • Jun 30Arch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic Indexお知らせ • Jun 26Arch Capital Group Ltd. to Report Q2, 2025 Results on Jul 29, 2025Arch Capital Group Ltd. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025業績と収益の成長予測BIT:1ACGL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202816,6773,689N/A6,363312/31/202716,4923,561N/A6,209512/31/202616,1883,493N/A5,53753/31/202619,7774,8325,8595,902N/A12/31/202519,9294,3596,1286,172N/A9/30/202519,5434,0566,2956,341N/A6/30/202519,1563,6946,1276,173N/A3/31/202518,1723,7266,5226,567N/A12/31/202417,4404,2726,6226,673N/A9/30/202416,8675,6716,7126,765N/A6/30/202415,4745,4066,6656,717N/A3/31/202414,4074,8086,2946,350N/A12/31/202313,6344,4035,6975,749N/A9/30/202312,7302,9285,0165,066N/A6/30/202311,7872,2224,4234,476N/A3/31/202310,8391,9554,1774,227N/A12/31/20229,6131,4363,7663,816N/A9/30/20228,8551,2003,5903,634N/A6/30/20228,5701,5823,2283,269N/A3/31/20228,9261,8523,1773,217N/A12/31/20219,2482,0943,3843,425N/A9/30/20219,3132,0133,1353,183N/A6/30/20219,5242,0333,1323,177N/A3/31/20219,2491,6582,9953,039N/A12/31/20208,5091,3642,8472,887N/A9/30/20207,8761,1472,8002,837N/A6/30/20207,2471,1202,6182,658N/A3/31/20206,7311,2902,3872,424N/A12/31/20196,9261,595N/A2,048N/A9/30/20196,5371,405N/A1,981N/A6/30/20196,2581,240N/A1,775N/A3/31/20195,8891,014N/A1,395N/A12/31/20185,451714N/A1,559N/A9/30/20185,520791N/A1,155N/A6/30/20185,595521N/A1,058N/A3/31/20185,592462N/A1,311N/A12/31/20175,627567N/A1,095N/A9/30/20175,194425N/A1,420N/A6/30/20174,912726N/A1,389N/A3/31/20174,696757N/A1,258N/A12/31/20164,464665N/A1,377N/A9/30/20164,377655N/A1,227N/A6/30/20164,112483N/A1,154N/A3/31/20163,941387N/A1,235N/A12/31/20153,937516N/A998N/A9/30/20154,049672N/A1,045N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1ACGLの収益は今後 3 年間で減少すると予測されています (年間-9.4% )。収益対市場: 1ACGLの収益は今後 3 年間で減少すると予測されています (年間-9.4% )。高成長収益: 1ACGLの収益は今後 3 年間で減少すると予測されています。収益対市場: 1ACGLの収益は今後 3 年間で減少すると予想されています (年間-6% )。高い収益成長: 1ACGLの収益は今後 3 年間で減少すると予測されています (年間-6% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1ACGLの 自己資本利益率 は、3年後には低くなると予測されています ( 13.3 %)。成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/27 07:16終値2026/07/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Arch Capital Group Ltd. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Taylor ScottBarclaysJay GelbBarclaysMichael ZaremskiBMO Capital Markets Equity Research27 その他のアナリストを表示
お知らせ • Jun 25Arch Capital Group Ltd. to Report Q2, 2026 Results on Jul 28, 2026Arch Capital Group Ltd. announced that they will report Q2, 2026 results After-Market on Jul 28, 2026
お知らせ • Jun 19Arch Capital Group Appoints Jerome Halgan as CEO of Arch Global Reinsurance Group and Michael Schmeiser as CEO of Arch Global Mortgage GroupArch Capital Group Ltd. announced the promotions of Jerome Halgan to CEO of Arch Global Reinsurance Group and Michael Schmeiser to CEO of Arch Global Mortgage Group. Both will continue to report to Arch President Maamoun Rajeh. Halgan joined Arch in 2009. He has served as President and Chief Underwriting Officer of Arch Reinsurance Group since 2024, and as CEO of Arch Re Bermuda since 2018. Schmeiser joined Arch in 2017 and has served as President and CEO of Arch U.S. Mortgage since 2019. These appointments follow the recent expansion of Maamoun Rajeh’s role as President of Arch.Arch Insurance North America CEO Matt Shulman and Arch Insurance International CEO Hugh Sturgess will continue to report to Rajeh.
お知らせ • Jun 04Arch Capital Group Ltd. Announces Executive ChangesArch Capital Group Ltd. on June 3, 2026 announced the expansion of Maamoun Rajeh’s role as President. Rajeh, who most recently oversaw Arch’s Reinsurance and Mortgage segments, will also take on responsibility for Arch’s Insurance segment as the Company moves forward under a single President model. Rajeh will continue to report to Chief Executive Officer Nicolas Papadopoulo. David Gansberg is stepping down from his role as a President of Arch and departing the company following a distinguished tenure, having played an important role in building the organization to its current position, effective immediately. In his role, Mr. Gansberg oversaw Arch’s Global Insurance Group. The terms of Mr. Rajeh’s employment agreement, dated as of September 19, 2017, as amended, with Arch remain unchanged. No new equity-based compensation awards were granted to Mr. Rajeh in connection with his expanded role. Mr. Rajeh, 55, has served as President since November 2024. Previously, Mr. Rajeh spent seven years as Chairman and Chief Executive Officer of Arch’s Global Reinsurance Group. Mr. Rajeh joined Arch Re Bermuda in 2001 as an underwriter and has held senior leadership roles throughout his tenure.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$2.94 (vs US$1.51 in 1Q 2025)First quarter 2026 results: EPS: US$2.94 (up from US$1.51 in 1Q 2025). Revenue: US$4.52b (down 3.3% from 1Q 2025). Net income: US$1.04b (up 84% from 1Q 2025). Profit margin: 23% (up from 12% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Insurance industry in Europe are expected to grow by 5.5%.
お知らせ • Mar 25Arch Capital Group Ltd., Annual General Meeting, May 05, 2026Arch Capital Group Ltd., Annual General Meeting, May 05, 2026. Location: virtualshareholdermeeting.com/acgl2026, United States
お知らせ • Mar 17Arch Capital Group Ltd. to Report Q1, 2026 Results on Apr 28, 2026Arch Capital Group Ltd. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
Reported Earnings • Feb 10Full year 2025 earnings released: EPS: US$11.83 (vs US$11.47 in FY 2024)Full year 2025 results: EPS: US$11.83 (up from US$11.47 in FY 2024). Revenue: US$19.9b (up 14% from FY 2024). Net income: US$4.36b (up 2.0% from FY 2024). Profit margin: 22% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Insurance industry in Europe are expected to grow by 5.1%.
お知らせ • Jan 22Arch Capital Group Ltd. Announces John Vollaro Declines Re-Election to the Board of Directors, Effective May 5, 2026Arch Capital Group Ltd. announced John Vollaro, a long-serving and valued member of the Board of Directors, has informed the Board he will not stand for reelection at the Company’s upcoming Annual Meeting of Shareholders. He will serve the remainder of his term, which ends on May 5, 2026. Vollaro has served on Arch’s Board since 2009. From 2002 to 2009 he was Chief Financial Officer, Treasurer and Executive Vice President of Arch — helping steer the Company from startup to a highly-regarded global specialty (re)insurer.
お知らせ • Jan 09Arch Capital Group Ltd. to Report Q4, 2025 Results on Feb 09, 2026Arch Capital Group Ltd. announced that they will report Q4, 2025 results After-Market on Feb 09, 2026
Recent Insider Transactions • Dec 17Independent Chairman of the Board recently sold €17m worth of stockOn the 15th of December, John Pasquesi sold around 213k shares on-market at roughly €79.85 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €25m.
お知らせ • Sep 23Arch Capital Group Ltd. to Report Q3, 2025 Results on Oct 27, 2025Arch Capital Group Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2025
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$3.28 (vs US$3.38 in 2Q 2024)Second quarter 2025 results: EPS: US$3.28 (down from US$3.38 in 2Q 2024). Revenue: US$5.21b (up 23% from 2Q 2024). Net income: US$1.23b (down 2.5% from 2Q 2024). Profit margin: 24% (down from 30% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Insurance industry in Europe.
お知らせ • Jul 25Arch Introduces New Supplemental Health Insurance Products to Help Bridge Coverage GapsArch Insurance's Accident & Health business unit announced the launch of its new Individual Supplemental Health product suite. These products are designed to help individuals manage out-of-pocket expenses not typically covered by major medical plans, including deductibles, co-insurance and out-of-network charges through a variety of benefits including Accident Medical Expense, Hospital Indemnity, Critical Illness and Accidental Death. Arch's products provide an added layer of financial cushion when unexpected health events occur to individuals including employees, independent contractors, gig workers and association members. The products are available with no medical underwriting and are fully portable, allowing policyholders to keep their coverage through job or life changes. Arch's digital technology enables partners to generate quotes and complete enrollments in minutes. Arch's fully licensed call center provides sales and customer service support for both partners and clients.
お知らせ • Jun 30Arch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic Index
お知らせ • Jun 26Arch Capital Group Ltd. to Report Q2, 2025 Results on Jul 29, 2025Arch Capital Group Ltd. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025