| ACGL |
Report |
Operating diluted EPS |
BEAT |
pred ~$2.52 vs. cons $2.47 |
MEDIUM |
| ACGL |
Report |
Net premiums written |
MISS |
pred ~$4.14B vs. cons $4.217B |
MEDIUM |
| ACGL |
Report |
Underwriting margin, ex-cat/ex-PYD |
BEAT |
pred ~14.50% vs. cons 13.95% |
MEDIUM |
| ACGL |
Guide |
FY26 catastrophe load |
UNCHANGED |
guide ~7-8% of NPE vs. cons UNVERIFIED |
LOW |
| ACGL |
Guide |
Property-cat pricing / volume commentary |
LOWER |
guide ~more cautious growth posture vs. cons FY26 NPW $16.17B |
MEDIUM |
| ACGL |
Guide |
Capital return commentary |
BETTER |
guide ~active repurchases reiterated vs. cons UNVERIFIED |
LOW |
| ACGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| ACGL |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — premium-growth reset outweighs the margin beat |
LOW |