BRK-B · Financials
BERKSHIRE HATHAWAY INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-08
- Capital Return ProgramImportance 58 · Surprise 42Berkshire Hathaway repurchased US$9.6 billion of shares in Q3 2026, a record quarterly amount. The company funded the repurchases with a portion of its large cash balance. The report does not provide the remaining cash…
- Leadership Succession and Management InvolvementImportance 31 · Surprise 42Third-party reporting said Berkshire Hathaway’s board formalized Greg Abel’s succession to Warren Buffett in day-to-day oversight. The report described this as a confirmed leadership shift but gave no additional timing…
- Quarterly Results AnnouncementImportance 13 · Surprise 6Berkshire Hathaway reported Q3 2026 revenue of US$105.6 billion and net income of US$22.1 billion. The report described Q3 operating earnings as weaker, citing pressure on insurance results and investment income. It…
News · 2026-11-07
- Investment Gains VolatilityImportance 64 · Surprise 56Berkshire’s third-quarter investment gains fell 46% year over year to $9.4 billion. The reported decline contributed to a more than 28% fall in overall profit, according to the Associated Press report. The earnings…
- Liquidity and Cash PositionImportance 57 · Surprise 50Berkshire’s cash pile reached $377.4 billion at the end of September 2026, a record level. Cash increased from $365.5 billion at the end of June, a sequential rise of $11.9 billion. The company’s reported third-quarter…
- Capital Return ProgramImportance 34 · Surprise 42Berkshire repurchased $9.6 billion of its shares in the third quarter of 2026, its largest quarterly buyback so far that year. The repurchase amount was reported alongside a 5.8% year-over-year decline in operating…
- Operating Earnings TotalImportance 30 · Surprise 32Berkshire’s third-quarter 2026 operating earnings were $12.7 billion, down 5.8% from $13.48 billion a year earlier. Lower insurance underwriting earnings across carrier units were the primary drag. Growth at BNSF…
News · 2026-11-06
- Investment in AIImportance 58 · Surprise 42In Greg Abel’s first year as CEO, Berkshire Hathaway began making significant AI-related investments, marking a departure from Warren Buffett’s reservations about technology stocks. Berkshire invested $10 billion in…
News · 2026-11-04
- Google Listings Distribution ExpansionImportance 14 · Surprise 24Berkshire Hathaway HomeServices Florida Properties Group joined HouseCanary’s Google Listings Program alongside The Ashton Real Estate Group and ENRG Realty. The program makes active listings from more than 1,000…
News · 2026-11-01
- Leadership Succession and ContinuityImportance 25 · Surprise 42The article describes Berkshire Hathaway as still resembling the company under Warren Buffett, with Greg Abel now serving as CEO and Howard Buffett as chair. Warren Buffett stepped down as chairman in September and…
News · 2026-10-22
- Investment in AlphabetImportance 25 · Surprise 42Berkshire participated in Alphabet’s $85 billion equity fund deal in June 2026, according to third-party reporting. The transaction is presented as a possible model for a future Meta equity raise. Berkshire’s potential…
News · 2026-10-21
- Taylor Morrison AcquisitionImportance 65 · Surprise 60Berkshire Hathaway agreed to acquire homebuilder Taylor Morrison for approximately $6.8 billion in cash. The transaction closed in late July 2026 and will be reflected in Berkshire’s September-quarter results. The…
- BNSF Earnings GrowthImportance 36 · Surprise 32BNSF first-half 2026 earnings rose 9.5% to $2.94 billion. The railroad benefited from tighter trucking capacity and stronger freight volumes. Berkshire’s reinvestment question centers on how much BNSF cash remains…
- Investment Gains VolatilityImportance 20 · Surprise 24Berkshire’s first-half 2026 reported profit included $11.44 billion of after-tax investment gains. Most of those gains were unrealized rather than cash earnings from operations. The investment gains can flatter…
- BNSF Freight Demand and MixImportance 17 · Surprise 24BNSF is benefiting from tighter trucking capacity and stronger freight volumes. The report characterizes these conditions as supporting the railroad’s business performance. No specific commodity mix or geographic…
News · 2026-10-19
- Specialty Insurance Geographic ExpansionImportance 31 · Surprise 42Berkshire Hathaway Specialty Insurance announced its entry into Poland on October 19, 2026, expanding its Central and Eastern Europe presence. Carsten Keune was appointed Country Manager, Poland, with responsibility…
News · 2026-10-18
- Capital Allocation Strategy ShiftImportance 53 · Surprise 60Greg Abel has begun deploying Berkshire Hathaway’s cash reserves following his transition to CEO. In the second quarter of 2026, Berkshire invested approximately $10 billion in Alphabet, repurchased roughly $4.5…
News · 2026-10-17
- Bending Spoons InvestmentImportance 40 · Surprise 42Berkshire Hathaway committed approximately US$930 million to Italian app developer Bending Spoons in a recent funding round. The investment gives Berkshire exposure to a privately held technology platform focused on…
- AI Insurance Coverage ExclusionsImportance 31 · Surprise 42Berkshire Hathaway, along with Chubb and Travelers, has introduced generative-AI exclusion endorsements including CG 40 47, CG 40 48, and CG 35 08. The exclusions reduce or eliminate traditional “silent AI” coverage…
News · 2026-10-16
- Housing Portfolio ExpansionImportance 34 · Surprise 42Berkshire Hathaway has expanded its U.S. housing footprint through the acquisition of Taylor Morrison and increased stakes in major homebuilders. The company is described as the fourth-largest U.S. homebuilder, with…
- Housing Market Demand OutlookImportance 26 · Surprise 24Berkshire Hathaway has become the fourth-largest U.S. homebuilder through its expanded housing footprint. Its home-construction and apartment-finance exposure increases sensitivity to long-term U.S. housing demand,…
News · 2026-10-15
- Homebuilding Portfolio ExpansionImportance 65 · Surprise 60Berkshire agreed in late May to acquire Taylor Morrison, the sixth-largest U.S. homebuilder, in a cash transaction valued at $6.8 billion of equity and approximately $8.5 billion including debt. The Taylor Morrison…
- Housing Portfolio ExpansionImportance 58 · Surprise 42Since Greg Abel became CEO on January 1, 2026, Berkshire Hathaway has expanded its U.S. homebuilding exposure through several transactions. Berkshire agreed to acquire Taylor Morrison for $6.8 billion in equity value,…
- Bending Spoons InvestmentImportance 34 · Surprise 42Berkshire Hathaway invested an additional $330 million in Bending Spoons through a private placement of 10 million ordinary shares priced at $33 per share. The investment followed Berkshire’s initial $600 million…
News · 2026-10-14
- Strategic Investment AllocationImportance 34 · Surprise 42Berkshire Hathaway agreed to invest an additional $330 million in Italy-based Bending Spoons, bringing its total investment to $930 million and its ownership stake to 4%. The initial $600 million investment was made at…
- Autonomous Trucking DeploymentImportance 31 · Surprise 42Pilot Travel Centers and Tesla opened their first heavy-duty Megacharger site at a Pilot location in Ellabell, Georgia, with six charging stalls for electric trucks. Twelve additional heavy-duty sites are under…
- Interest Rate EnvironmentImportance 17 · Surprise 24The Federal Reserve, under Chair Kevin Warsh, reportedly raised the benchmark interest rate by 25 basis points to a 3.75%-4% range. The move was described as the first rate increase since 2023, following three…
News · 2026-10-13
- Liquidity and Cash PositionImportance 64 · Surprise 42Third-party reporting says Berkshire Hathaway held a record US$365 billion cash balance as of the latest reported period. The cash position has renewed attention on how CEO Greg Abel may deploy capital and generate…
- Capital Return ProgramImportance 34 · Surprise 42Berkshire Hathaway has resumed share buybacks, although the reported coverage did not specify the repurchase amount or authorization balance. CEO Greg Abel personally purchased approximately US$15 million of Berkshire…
News · 2026-10-11
- Interest Rate EnvironmentImportance 10 · Surprise 6Warren Buffett warned about speculative trading and highlighted the pull of higher interest rates. Higher rates may make safer-yielding investments more attractive relative to equities, creating a valuation test for…
News · 2026-10-08
- Portfolio Reshaping Under AbelImportance 52 · Surprise 42Warren Buffett sold approximately 75% of Berkshire Hathaway’s Apple stake before Apple’s subsequent share-price increase. The reported opportunity cost could reach $112 billion based on Apple’s later appreciation. The…
- Leadership succession and management involvementImportance 31 · Surprise 42Warren Buffett retired as Berkshire Hathaway’s CEO on December 31, transferring leadership of the conglomerate to Greg Abel. The report characterizes Abel as Buffett’s protégé and successor. This represents a strategic…
News · 2026-10-07
- Insurance Float and Capital SupportImportance 56 · Surprise 24Berkshire’s insurance float is reported at $177.5 billion. The float provides low-cost capital for investments and acquisitions, supporting Berkshire’s capital-allocation model. It also reduces the company’s reliance…
- Leadership Succession ContinuityImportance 44 · Surprise 60Greg Abel is now Berkshire Hathaway’s CEO and is reportedly maintaining the company’s established operating model rather than making major changes. The report says Abel has already completed a major acquisition,…
- Lennar Stake AcquisitionImportance 34 · Surprise 42Berkshire Hathaway reportedly owns approximately 12% of Lennar after significant recent purchases. The investment increases Berkshire’s exposure to the U.S. housing market, where long-term housing shortages support…
- Housing Market Demand OutlookImportance 25 · Surprise 24Lennar operates in a U.S. housing market supported by persistent housing shortages and a high-volume, asset-light strategy. Near-term demand and profitability remain constrained by elevated mortgage rates, with Lennar…
- Interest Rate EnvironmentImportance 10 · Surprise 6High mortgage rates are identified as a near-term risk to Lennar, a company in which Berkshire reportedly owns approximately 12%. The exposure links Berkshire’s portfolio to housing affordability and mortgage-rate…
News · 2026-10-06
- Lennar Stake AcquisitionImportance 34 · Surprise 42Berkshire Hathaway purchased an additional $193 million of Lennar shares despite the stock trading below Berkshire’s acquisition cost. Greg Abel said he does not envision a quick recovery in the housing market,…
News · 2026-10-05
- OxyChem AcquisitionImportance 71 · Surprise 60Berkshire Hathaway is reportedly acquiring Occidental Petroleum’s chemicals business in a transaction valued at approximately $10 billion. The deal builds on an existing relationship between Berkshire and Occidental…
- Lennar Stake AcquisitionImportance 34 · Surprise 42Berkshire Hathaway reportedly purchased an additional $190 million of Lennar stock on the prior Thursday and Friday. The purchases increased Berkshire’s ownership of the U.S. homebuilder to 12%, indicating continued…
News · 2026-10-03
- Capital Return ProgramImportance 89 · Surprise 82Berkshire Hathaway resumed share repurchases in 2026 after conducting no buybacks in 2025. The company is reportedly on pace to repurchase more than $10 billion of its own shares during 2026. The projected buyback…
- Lennar Stake AcquisitionImportance 46 · Surprise 42Berkshire Hathaway increased its Lennar stake to 11.2% during the week ended September 30, 2026. The company added more than 660,000 Lennar shares from September 28 through September 30. The pace of Berkshire’s Lennar…
News · 2026-10-02
- Liquidity and Cash PositionImportance 50 · Surprise 24Berkshire Hathaway reportedly holds a $366 billion cash pile. The reported liquidity is described as limiting the company’s ability to deploy capital into acquisitions that meet its investment criteria. The article…
- Capital Allocation Strategy ShiftImportance 50 · Surprise 24A third-party analysis said Berkshire faced difficulty deploying a reported $366 billion cash pile, with limited acquisition targets meeting its investment criteria. It warned that inflation could erode the real…
- Oil and Gas Price SensitivityImportance 31 · Surprise 42Third-party commentary reported that Berkshire has returned to airline investing amid a fuel shock, highlighting exposure to higher aviation fuel costs through its Delta Air Lines investment. The report contrasted this…
News · 2026-10-01
- Leadership Succession and ContinuityImportance 44 · Surprise 60Warren Buffett stepped down as Berkshire Hathaway’s chairman on October 1, 2026, after delivering a 19.7% annual return over 61 years. Buffett had selected Greg Abel as his successor as chief executive officer and also…
News · 2026-09-30
- Portfolio Concentration in Top StocksImportance 52 · Surprise 42As of September 2026, more than $42 billion of Berkshire Hathaway’s $358 billion investment portfolio was invested in three companies described as virtual monopolies. The concentration represents more than…
- Leadership Succession and Management InvolvementImportance 44 · Surprise 60Warren Buffett stepped down as Berkshire Hathaway’s CEO and chairman over the past year, with the CEO transition completed on December 31. Greg Abel assumed responsibility for Berkshire’s approximately $358 billion…
News · 2026-09-29
- Lennar Stake AcquisitionImportance 46 · Surprise 42Berkshire Hathaway has increased its stake in Lennar to 11% as of September 2026, deepening its exposure to the U.S. housing market. The reporting highlights Clayton Homes, Berkshire’s manufactured-housing subsidiary,…
- Housing Market Demand OutlookImportance 26 · Surprise 24Berkshire has expanded its U.S. housing platform across homebuilding, manufactured housing through Clayton Homes, building products, financing and insurance. Clayton Homes is described as potentially worth $25 billion,…
News · 2026-09-28
- Operating Earnings GrowthImportance 44 · Surprise 22Berkshire Hathaway’s operating earnings increased 17% year over year in the first half of 2026. First-half 2026 operating earnings reached $24.3 billion. The 17% earnings increase supports the company’s projected path…
- Lennar Stake AcquisitionImportance 40 · Surprise 42Berkshire Hathaway reportedly increased its Lennar position to approximately 25.9 million shares, representing about 11% of the U.S. homebuilder. The reported purchases included 2.7 million additional shares and…
News · 2026-09-27
- Alphabet Investment ExpansionImportance 46 · Surprise 42Greg Abel deployed $10 billion into Alphabet’s private placement after becoming Berkshire Hathaway’s CEO. Berkshire’s Alphabet position has grown to approximately $38 billion, making it the company’s third-largest…
- Investment in AlphabetImportance 46 · Surprise 42Greg Abel deployed approximately $10 billion into Alphabet’s private placement, increasing Berkshire Hathaway’s Alphabet stake to about $38 billion. Alphabet is now described as Berkshire’s third-largest holding. The…
- Portfolio Reshaping Under AbelImportance 46 · Surprise 42Berkshire Hathaway reportedly purchased a net $20 billion of stocks in the latest quarter, ending a 14-quarter streak of net stock sales. The reversal occurred after Greg Abel became CEO and indicates a more active…
- Leadership Succession and ContinuityImportance 44 · Surprise 60Warren Buffett reportedly stepped down as Berkshire Hathaway’s chairman, following his retirement as chief executive at the end of 2025. Greg Abel is now identified as Berkshire’s CEO and is directing the company’s…
News · 2026-09-26
- Operating Earnings TotalImportance 44 · Surprise 24Berkshire Hathaway generated approximately $48 billion of operating earnings over the four reported quarters through June. The period covers the four quarters ended June 2026. Dividend income from Berkshire’s stock…
- Lennar Stake AcquisitionImportance 36 · Surprise 82Berkshire Hathaway has nearly doubled its stake in Lennar, the United States’ second-largest homebuilder, since the beginning of July 2026. The investment increases Berkshire’s exposure to a potential long-term…
News · 2026-09-25
- Leadership Succession and Management InvolvementImportance 44 · Surprise 60Warren Buffett retired as Berkshire Hathaway’s CEO and chairman within the past 12 months, with Greg Abel becoming CEO at the start of 2026. Third-party reporting describes the transition as a planned succession…
- Lennar Stake AcquisitionImportance 34 · Surprise 42Berkshire bought additional shares of Lennar, a U.S. homebuilder, and reportedly increased its ownership to 11%. The purchases occurred while Lennar’s stock was depressed, indicating that Berkshire is deploying capital…