Berkshire Hathaway Inc. (BRK-B) Next Earnings Date & Expected ±3.6% Move

Berkshire Hathaway Inc. (BRK-B) earns a live Roarable RQD composite score of 76/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $556.11 (+2.51% 1D, market capitalization $1.20T).

• Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 11.5%, gross margin of —, operating margin of 27.8%, and free cash flow yield of 2.04%.
• Whale 13F & Options Flow (17/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
• Macro Regime Fit (15/20) + Forensic Balance Sheet (16/20): Incorporates a 0.61x equity beta, Altman Z-Score of 2.88, Piotroski F-Score of 4/9, and Debt/Equity of 0.00x.

Berkshire Hathaway is a decentralized conglomerate in the Financials sector, within the Property/Casualty Insurance, Rail, Energy & Equity Holdings industry, listed on the NYSE. It deploys insurance float from GEICO, Gen Re, and BH Primary/Reinsurance alongside wholly owned infrastructure businesses including BNSF Railway and Berkshire Hathaway Energy. The profile also cites industrial manufacturing and a Treasury bill and public equity portfolio. The butterfly graph attributes revenue exposure to its insurance premiums and BNSF freight shippers (52%) and to dividend, Treasury interest, and equity-stake income (24%).

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-03-02), Berkshire Hathaway Inc. (BRK-B) reported $371.44B in annual revenue (up from $371.43B in FY2024, +0.0% YoY) and $66.97B in GAAP net income. Over the multi-year SEC filing window from FY2021 ($276.19B revenue, $89.94B net income) through FY2025, BRK-B scaled operating cash flow to $45.97B and free cash flow to $25.04B, backed by $1.22T in total assets against $0 in total debt.

• 🐂 Primary Bull Case (B+ • RQD 76/100): Big institutional funds and options desks are actively positioning on the bullish side. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 17/20, sustained execution supports upside toward the upper end of the $464.01 – $557.59 52-week range.
• 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 13.8x trailing P/E and 9.9x EV/EBITDA against 27.8% operating margins and a 0.61x macro beta.

The critical customer links are Apple (AAPL), tied to dividend income, Treasury bill interest of $15B+ per year, and concentrated equity stakes at 24% revenue exposure, and Walmart (WMT), tied to BNSF freight and GEICO/BH commercial premiums at 52% exposure. Critical competitors are Progressive (PGR) in personal auto insurance at 26% exposure and Union Pacific (UNP) in Western Class I rail at 18%. High-criticality suppliers are Caterpillar (CAT) for rolling stock and utility-grid capex at 22% exposure, and Exxon Mobil (XOM) for diesel and natural-gas feedstock at 16%. NextEra Energy (NEE) is a moderate-criticality competitor in regulated utilities at 14%. Second-order watch items implied by these links include rail and energy cost exposure to diesel and gas prices, and insurance pricing pressure from Progressive, though the graph does not quantify these effects.

• Key Question #1: Can BRK-B sustain or expand its 27.8% operating margin and 11.5% ROIC against Property/Casualty Insurance, Rail, Energy & Equity Holdings peers over the next 4 quarters?
• Key Question #2: Following FY2025 revenue of $371.44B and free cash flow of $25.04B, how will capital allocation balance growth reinvestment against $0 in total debt?
• Key Question #3: How sensitive is BRK-B's 24.9x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.61x)?