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BERKSHIRE HATHAWAY INC (BRK-B) Stock Analysis

Financial ServicesFire, Marine & Casualty Insurance

Q1 2026 · +4.4% revenue · −0.6% revenue
Beat the trendvs trailing 3-quarter avg
Revenue+4.3 ppvs trend
Net income+134.4 ppvs trend
Free cash flow−37.8 ppvs trend

Outperformed in 2 of 3 metrics

How the cash was deployedQ1 2026
Operating cash flow$10.44B
$4.99B (47.8 %)
Share buybacks$235.00M (2.3 %)
Returned to shareholders this quarter$235.00M −90.8%
Last 8 quarters of revenueLatest quarter highlighted. Q4 reconstructed from the annual filing.
+4.4% −0.6%
93.65B
Q2 24
93.00B
Q3 24
94.92B
Q4 24*
89.72B
Q1 25
92.52B
Q2 25
94.97B
Q3 25
94.23B
Q4 25*
93.67B
Q1 26

* Q4 is reconstructed from the annual filing (FY − Q1 − Q2 − Q3), since the SEC does not require a Q4 10-Q.

RevenueSlowing
$93.67B
+4.4% −0.6%
93.38B
89.87B
93.65B
93.00B
94.92B
89.72B
92.52B
94.97B
94.23B
93.67B
Still moving the same direction, but at a smaller pace than the prior quarter.
Net incomeSlowing
$10.11B
+120% −47.4%
37.57B
12.70B
30.35B
26.25B
19.69B
4.60B
12.37B
30.80B
19.20B
10.11B
Still moving the same direction, but at a smaller pace than the prior quarter.
Free cash flowReversal
$5.45B
−17.7%
−21.82B
6.17B
15.24B
12.34B
−38.09B
6.62B
11.85B
20.05B
−27.92B
5.45B
Direction flipped this quarter — watch for a one-off or a new trend.
Diluted Not enough history
Not enough quarters yet to read the trend.

Margins

Gross marginNot enough history
Not enough quarters yet to read the trend.
Operating marginNot enough history
Not enough quarters yet to read the trend.
Net marginSlowing
10.8 %
+5.7 pp −9.6 pp
40.24
14.13
32.40
28.23
20.75
5.13
13.37
32.43
20.37
10.79
Still moving the same direction, but at a smaller pace than the prior quarter.
Metric
Q1 2025Same quarter, prior year
Q4 2025Previous quarter
Q1 2026Latest quarter
YoYQoQ
Revenue$89.72B$94.23B$93.67B+4.4%−0.6%
Cost of revenue
Gross profit
Operating expenses$78.27B$81.69B$79.93B+2.1%−2.2%
Operating income
Net income$4.60B$19.20B$10.11B+120%−47.4%
Diluted
Operating cash flow$10.90B−$20.70B$10.44B−4.3%
$4.28B−$7.22B$4.99B+16.5%
Free cash flow$6.62B−$27.92B$5.45B−17.7%
Gross margin
Operating margin
Net margin5.1 %20.4 %10.8 %+5.7 pp−9.6 pp