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What changed in BRK-B's 10-Q
Source: 10-Q filed 2026-05-04 · compared against 10-Q 2025-11-03. Every passage below is quoted verbatim from the filing itself.
Acquisition
This filing
On January 2, 2026, Berkshire completed the acquisition of Occidental Petroleum Corporation’s chemicals business... Consideration paid to Occidental was approximately $9.5 billion.
Earnings
This filing
Net earnings attributable to Berkshire shareholders $10,106 $4,603
Insurance underwriting
This filing
We experienced no significant catastrophe events in the first quarter of 2026, while after-tax losses from significant events were $860 million in the first quarter of 2025.
Tax and regulatory
This filing
In January 2026, the OECD issued additional guidance, including a safe harbor framework for certain U.S.-parented multinational groups. We do not currently expect these rules will have a material effect on our consolidated income taxes.
Balance sheet
This filing
OxyChem’s assets as of the acquisition date are preliminarily estimated at $10.8 billion, consisting primarily of property, plant and equipment (approximately $7.0 billion).
Risk factors
This filing
impacts of ongoing macroeconomic and geopolitical conflicts and events, including wars, tensions from developing international trade policies and tariffs
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.