AC
ACGL
Quarter ended Dec 31, 2023 · FY2023 Q4

Arch Capital Group (ACGL) Revenue — Quarter Ended Dec 31, 2023

Revenue increased in the quarter, driven by continued growth. The improvement was substantial compared with both the preceding quarter and the same quarter one year earlier.

Key takeaway

Quarter ended Dec 31, 2023 · FY2023 Q4

Revenue increased in the quarter, driven by continued growth. The improvement was substantial compared with both the preceding quarter and the same quarter one year earlier.

Financial snapshot

Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.

Quarter revenue

$4B

Revenue reported for this quarter.

Quarter-over-quarter

+19.4%

Change from the immediately preceding quarter.

Year-over-year

+29.4%

Change from the comparable year-ago quarter.

Trailing four quarters

$13.6B

Sum of the latest four reported quarters.

Quarterly revenue trend

The latest four reported quarters with year-over-year comparisons.

Period endedRevenueYear-over-year change
Mar 31, 2023$3.2B+63.1%
Jun 30, 2023$3.2B+42.8%
Sep 30, 2023$3.3B+39.5%
Dec 31, 2023$4B+29.4%

Revenue performance

The reported revenue rose from the immediately preceding quarter, and the year-over-year comparison also showed a strong increase. The trailing twelve-month revenue reached a new level.

Quarterly comparison

Revenue was higher than both the previous quarter and the same quarter last year. The year-over-year growth rate, while still positive, has moderated over the past four quarters.

What to watch

The decelerating year-over-year growth rate warrants attention in the coming quarters.

Arch Capital Group (ACGL) Revenue — Quarter Ended Dec 31, 2023