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Arch Capital Group Ltd. (ACGL) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Arch Capital reported Q4 2025 earnings with EPS of $2.98, beating estimates by $0.41, despite a 4.45% year-over-year revenue decline to $3.65 billion, missing projections by $287.07 million. CEO Nicolas Papadopoulo and CFO François Morin led the February 10, 2026, earnings call, cautioning that forward-looking statements carry risks under federal securities laws due to market uncertainties. Analysts from Wells Fargo, Wolfe Research, and Deutsche Bank participated, questioning financial resilience amid revenue shortfalls and broader economic pressures affecting the insurance sector. Management highlighted regulatory filings, including the 2024 Form 10-K, as critical for assessing risks tied to future performance and potential deviations from current projections. The call underscored Arch Capital’s focus on mitigating volatility while navigating underwriting challenges, though no quantum or tech-related strategies were discussed in the transcript.

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SA Transcripts158.27K FollowersFollow5ShareSaveCommentsQ4: 2026-02-09 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $2.98 beats by $0.41 | Revenue of $3.65B (-4.45% Y/Y) misses by $287.07M Arch Capital Group Ltd. (ACGL) Q4 2025 Earnings Call February 10, 2026 10:00 AM EST Company Participants Nicolas Alain Papadopoulo - CEO & DirectorFrançois Morin - Executive VP, CFO & Treasurer Conference Call Participants Elyse Greenspan - Wells Fargo Securities, LLC, Research DivisionTracy Benguigui - Wolfe Research, LLCCave Montazeri - Deutsche Bank AG, Research DivisionMichael Zaremski - BMO Capital Markets Equity ResearchAndrew Andersen - Jefferies LLC, Research DivisionMatthew Carletti - Citizens JMP Securities, LLC, Research DivisionDavid Motemaden - Evercore ISI Institutional Equities, Research DivisionYaron Kinar - Mizuho Securities USA LLC, Research DivisionMatthew Heimermann - Citigroup Inc., Research DivisionMeyer Shields - Keefe, Bruyette, & Woods, Inc., Research DivisionRowland Mayor - RBC Capital Markets, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to 4Q 2025 Arch Capital Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. Before the company gets started with its update, management wants to first remind everyone that certain statements in yesterday's press release and discussed on this call may constitute forward-looking statements under the federal securities laws. These statements are based upon management's current assessments and assumptions and are subject to a number of risks and uncertainties. Consequently, actual results may differ materially from those expressed or implied. For more information on the risks and other factors that may affect future performance, investors should review periodic reports that are filed by the company with the SEC from time to time, including our annual report on Form 10-K for the 2024 fiscal year. Additionally, certain statements contained in the call that are not based on historical facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The company intends to forward-looking statements in the call to be subject to safe harbor created thereby. Management also will make reference to

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