Arch Capital Group Full Year 2024 Earnings: EPS Beats Expectations

Simply Wall St

March 03, 2025

Arch Capital Group (NASDAQ:ACGL) Full Year 2024 Results

Key Financial Results

Revenue: US$17.4b (up 28% from FY 2023).
Net income: US$4.27b (down 3.0% from FY 2023).
Profit margin: 25% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses.
EPS: US$11.47 (down from US$11.94 in FY 2023).

ACGL Profitability Indicators

Combined ratio: 82.5% (up from 79.3% in FY 2023).

revenue-and-expenses-breakdown — NasdaqGS:ACGL Revenue and Expenses Breakdown March 3rd 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

Arch Capital Group EPS Beats Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%.

The primary driver behind last 12 months revenue was the Reinsurance segment contributing a total revenue of US$7.25b (42% of total revenue). Notably, cost of sales worth US$11.0b amounted to 63% of total revenue thereby underscoring the impact on earnings.Explore how ACGL's revenue and expenses shape its earnings.

Looking ahead, revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.

Performance of the American Insurance industry.

The company's shares are up 3.8% from a week ago.

Risk Analysis

We should say that we've discovered 1 warning sign for Arch Capital Group that you should be aware of before investing here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.