Consensus EPS · Q2 2026
$2.41
Consensus revenue · Q2 2026
$4.3B
Analysts
1
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 1 analyst.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $4.2B | $4.3B | $4.4B |
| EPS | $2.04 | $2.41 | $2.68 |
| EBITDA | $1.1B | $1.1B | $1.1B |
| EBIT | $1B | $1.1B | $1.1B |
| Net income | $838.6M | $865.5M | $890.8M |
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $4.3B | $4.6B | −4.5% | $2.50 | $2.48 | +0.8% |
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst ratings
Consensus: Buy — based on 21 analyst ratings.
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 12, 2023 | JMP Securities | maintain | Market Outperform | Market Outperform |
| Oct 10, 2023 | Morgan Stanley | maintain | Overweight | Overweight |
| Oct 9, 2023 | Barclays | maintain | Overweight | Overweight |
| Jul 27, 2023 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 27, 2023 | Barclays | maintain | Overweight | Overweight |
| Jul 26, 2023 | Morgan Stanley | maintain | Overweight | Overweight |
| Jul 26, 2023 | JP Morgan | maintain | Neutral | Neutral |
| Jul 26, 2023 | JMP Securities | maintain | Market Outperform | Market Outperform |
| Jul 16, 2023 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 11, 2023 | JMP Securities | maintain | Market Outperform | Market Outperform |
Frequently asked questions
Arch Capital Group (ACGLN) Key Financials
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