Arch Capital Group (ACGL) Revenue — Quarter Ended Dec 31, 2025
Revenue for the quarter decreased from the prior quarter but increased compared with the same quarter one year earlier. The sequential decline contrasts with the year-over-year growth.
Key takeaway
Quarter ended Dec 31, 2025 · FY2025 Q4
Revenue for the quarter decreased from the prior quarter but increased compared with the same quarter one year earlier. The sequential decline contrasts with the year-over-year growth.
Financial snapshot
Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.
Quarter revenue
$4.9B
Revenue reported for this quarter.
Quarter-over-quarter
-3.4%
Change from the immediately preceding quarter.
Year-over-year
+8.5%
Change from the comparable year-ago quarter.
Trailing four quarters
$19.9B
Sum of the latest four reported quarters.
Quarterly revenue trend
The latest four reported quarters with year-over-year comparisons.
| Period ended | Revenue | Year-over-year change |
|---|---|---|
| Mar 31, 2025 | $4.7B | +18.6% |
| Jun 30, 2025 | $5.2B | +10.4% |
| Sep 30, 2025 | $5.1B | +8.2% |
| Dec 31, 2025 | $4.9B | +8.5% |
Revenue performance
The reported revenue moved downward from the immediately preceding quarter.
Quarterly comparison
Compared with the same quarter one year earlier, revenue was higher. The prior quarter had shown an increase, making the sequential decline a notable shift.
What to watch
The sequential revenue decline, following a series of increases, may be a point of focus for the next quarter.