AC
Arch Capital Group Ltd.
ACGL · Arch Capital Group Ltd. · Financials
Up next day
5/12
42%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±2.5%
typical swing on earnings
Price when beating
-0.6%
avg over 12 beats
Biggest single move
-6.3%
'24.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 5 of 12 beats (42%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 83% of last 12
vs Financials sector avg (202 peers)
This
-0.6%
Sector
+0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
7xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 26After close
'26.9 expectedEst. EPS $1.84
Quarter ended 6/2026
Reported 2026-07-28
Next-day move
-1.8%
After 5 days -6.5%
vs Consensus$2.46→$2.56+4.0% beat
Beat by +4.0% but stock -1.8%
EPS
$2.56
YoY -1%
Revenue
$4.7B
YoY -10%
Next-Q guidance
—
N/A
Price around earnings
Earnings trend · last 12 quarters
EPS$2.56YoY -1%
'23.9'26.6
Revenue$4.7BYoY -10%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 4 of 12q (33%)
Community · ACGL
What do you think of this stock's earnings pattern?
···