BRK-B · 10-Q · 2026Q2 · Full report

Electronics Demand and Lead Times

BERKSHIRE HATHAWAY INC · 2026-08-10 · Importance 53 · Surprise 48

TTI revenue increased 26.5% in the first six months of 2026, reflecting accelerating customer demand, favorable foreign currency translation and inventory cost-based price increases. Customers increased orders partly in response to potential further price increases and supply chain concerns. Extended inventory order lead times were specifically identified as a factor contributing to the demand increase. Inventory cost and supply chain uncertainties could negatively affect TTI’s future gross margins.

Key facts

• Revenues increased in the first six months at TTI 26.5%, aviation services 15.5% and IPS 22.5%. source