View ValuationArch Capital Group 향후 성장Future 기준 점검 0/6Arch Capital Group 의 수익과 수익은 각각 연간 5.6% 및 11% 감소할 것으로 예상됩니다. EPS는 연간 7.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.핵심 정보-11.0%이익 성장률-7.41%EPS 성장률Insurance 이익 성장5.7%매출 성장률-5.6%향후 자기자본이익률13.53%애널리스트 커버리지Good마지막 업데이트06 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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, 2026공시 • 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.공시 • 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%.공시 • 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 States공시 • 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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Jun 30Arch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic Index공시 • 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, 2025이익 및 매출 성장 예측BIT:1ACGL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202817,1743,617N/A6,377312/31/202716,6643,546N/A6,212712/31/202616,3383,429N/A5,56873/31/202619,7774,8325,8595,902N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1ACGL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -11%).수익 vs 시장: 1ACGL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -11%).고성장 수익: 1ACGL 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 1ACGL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.6%).고성장 매출: 1ACGL 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.6%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1ACGL의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YInsurance 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/06 22:10종가2026/07/06 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arch Capital Group Ltd.는 30명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taylor ScottBarclaysJay GelbBarclaysMichael ZaremskiBMO Capital Markets Equity Research27명의 분석가 더 보기
공시 • 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
공시 • 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.
공시 • 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%.
공시 • 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
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Jun 30Arch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic IndexArch Capital Group Ltd.(NasdaqGS:ACGL) dropped from Russell 1000 Dynamic Index
공시 • 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