BRK-B · 10-Q · 2026Q2 · Full report

Supply Chain Tariff Impact

BERKSHIRE HATHAWAY INC · 2026-08-10 · Importance 61 · Surprise 66

Brooks Sports and Jazwares benefited from trade tariff refunds received in the second quarter of 2026, contributing to higher first-half earnings. TTI’s first-half 2026 revenue increased 26.5%, partly because customers accelerated purchases in response to potential further price increases and supply-chain concerns, including extended inventory order lead times. Management cautioned that inventory costs and supply-chain uncertainties could negatively affect TTI’s future gross margins.