| ACGL |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$2.55 vs. cons $2.47 (VA, Jul 28) |
MEDIUM |
| ACGL |
Report |
Net Premiums Written (Q2 2026) |
MISS |
pred ~$4.10B vs. cons $4.217B (VA, Jul 28) |
MEDIUM |
| ACGL |
Report |
Ex-cat/ex-PYD Combined Ratio (Q2 2026) |
IN-LINE |
pred ~82.5% vs. cons 82.21% (VA, Jul 28) |
MEDIUM |
| ACGL |
Guide |
Property Cat NPW trajectory (Q3 2026 implied) |
LOWER |
guide implies ~$4.1-4.2B vs. cons $4.40B |
MEDIUM |
| ACGL |
Guide |
OpEx ratio normalization (H2 2026) |
UNCHANGED |
reaffirms normalization toward historical levels vs. cons already models improvement |
HIGH |
| ACGL |
Guide |
Capital return / buybacks (FY 2026) |
UNCHANGED |
continued aggressive pace reaffirmed vs. cons models ~$3B+ annual buybacks |
HIGH |
| ACGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| ACGL |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE -- estimate cuts on Q3 NPW follow cautious 7/1 commentary; all 3 prior Archetype C instances faded over 5 days |
MEDIUM |