Arch Capital Group (ACGL Quick QuoteACGL - Free Report) reported $4.39 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 3.8%. EPS of $2.50 for the same period compares to $1.54 a year ago.

The reported revenue represents a surprise of -6.11% over the Zacks Consensus Estimate of $4.67 billion. With the consensus EPS estimate being $2.45, the EPS surprise was +2.16%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Arch Capital performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Combined Ratio - Total: 81.7% versus 83.1% estimated by four analysts on average.
• Underwriting Expense Ratio - Other Operating Expense Ratio - Mortgage Segment: 14.1% versus the four-analyst average estimate of 16.2%.
• Loss Ratio - Total: 52.4% compared to the 54.5% average estimate based on four analysts.
• Expense Ratio - Total Acquisition Expense Ratio: 18.3% compared to the 18.4% average estimate based on four analysts.
• Revenues- Other income (loss): $-5 million compared to the $9 million average estimate based on four analysts. The reported number represents a change of +150% year over year.
• Revenues- Net investment income: $408 million versus the four-analyst average estimate of $417.66 million. The reported number represents a year-over-year change of +7.9%.
• Revenues- Net premiums earned- Reinsurance Segment: $1.83 billion compared to the $1.98 billion average estimate based on four analysts. The reported number represents a change of -9.7% year over year.
• Revenues- Net premiums earned- Insurance Segment: $1.87 billion compared to the $1.97 billion average estimate based on four analysts. The reported number represents a change of +0.6% year over year.
• Revenues- Net premiums earned: $3.99 billion versus the four-analyst average estimate of $4.24 billion. The reported number represents a year-over-year change of -4.8%.
• Revenues- Other underwriting income (loss): $59 million versus $39.89 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.3% change.
• Revenues- Net premiums earned- Mortgage Segment: $284 million versus the four-analyst average estimate of $288.77 million. The reported number represents a year-over-year change of -5.3%.
• Revenues- Equity in net income (loss) of investment funds accounted for using the equity method: $160 million versus $92.39 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +201.9% change.

View all Key Company Metrics for Arch Capital here>>>

Shares of Arch Capital have returned +0.8% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.