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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Berkshire Hathaway (BRK-B) is 7/10.
Berkshire's first-quarter 2026 operating earnings rose to 11,346 from 9,641 a year earlier, up 17.68% year over year, driven by a rebound in insurance underwriting and higher earnings across most operating units. Insurance-underwriting operating earnings recovered to 1,717 from 1,336, BNSF rose to 1,377 from 1,214, and the Other line jumped to 1,260 from 41 as foreign currency exchange swung to gains of approximately $249 million from losses of approximately $713 million and interest and dividend income rose to $967 million from $869 million. The main offset was insurance-investment income, which slipped to 2,679 from 2,893. GAAP net earnings attributable to Berkshire shareholders more than doubled to 10,106 from 4,603 as investment gains (losses) improved to (1,240) from (5,038), though management again cautions that quarterly investment gains and losses are usually meaningless. Insurance float rose to approximately $176.9 billion, an increase of approximately $500 million since yearend 2025.
Scored from Berkshire Hathaway’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $94.92B | +1.6% | $9.13 | -47.4% | — | 20.7% |
| FY2025 Q1 | $89.72B | -0.2% | $2.13 | -63.8% | — | 5.1% |
| FY2025 Q2 | $92.52B | -1.2% | $5.73 | -59.3% | — | 13.4% |
| FY2025 Q3 | $94.97B | +2.1% | $14.28 | +17.2% | — | 32.4% |
| FY2025 Q4 | $94.23B | -0.7% | $8.90 | -2.5% | — | 20.4% |
| FY2026 Q1 | $93.67B | +4.4% | $4.68 | +119.7% | — | 10.8% |
| FY2026 Q2 | $101.81B | +10.0% | $11.91 | +107.9% | 17.2% | 25.2% |
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