Arch Capital said its annualized net income return on average common equity for Q2 2025 was 22.9% and its Operating ROAE was 18.2%. Book value per share increased from $55.15 at March 31, 2025 to $59.17 at June 30, a 7.3% increase.

1. 01

   Arch Capital said its annualized net income return on average common equity for Q2 2025 was 22.9% and its Operating ROAE was 18.2%. Book value per share increased from $55.15 at March 31, 2025 to $59.17 at June 30, a 7.3% increase.

2. 02

   The company said underwriting income for its insurance segment in Q2 2025 was $129 million and net premiums written surpassed $2 billion, an increase of 30.7% from Q2 2024. Excluding the MCE Acquisition, the increase was 1.7%.

3. 03

   Arch Capital said underwriting income for its reinsurance segment in Q2 2025 was $451 million with net premiums written over $2 billion, and underwriting income for its mortgage segment was $238 million. The persistency of its U.S. 1 primary mortgage insurance portfolio was 81.9%.

4. 04

   The company said its largest catastrophic exposure as of July 1, 2025 was a Florida Tri-County storm with a net probable maximum pre-tax loss of $1.9 billion, or 8.6% of tangible shareholders' equity. Modeled RDS losses were approximately $1.2 billion, or 5.5%.

Key figures

Quarter ended June 30, 2025

Revenue

$5.2B

Net income

$1.2B

EPS

$3.23

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.