Edward Jones analyst dissects Berkshire results, sees Abel restoring investor confidence
November 1, 2025
Berkshire Hathaway’s Q3 Results Beat Expectations
Market Context
Berkshire Hathaway’s (BRK.A)(BRK.B) recent Q3 results have exceeded analyst expectations, according to Edward Jones analyst James Shanahan. The conglomerate’s performance was buoyed by a significant improvement in its insurance underwriting business and a solid contribution from its aerospace parts subsidiary, Precision Castparts.
Strategic Implications
The positive Q3 results signal a potential restoration of investor confidence in Berkshire Hathaway under the leadership of Greg Abel, who took over as CEO from Warren Buffett in 2022. The company’s diversified business model and ability to weather economic challenges have historically been a key draw for institutional investors, and the latest financial performance could reinforce this appeal.
PE Angle
While no specific acquisition or divestment activity has been confirmed, the market’s positive response to Berkshire’s Q3 results could indicate opportunities for private equity firms to explore potential investments or partnerships with the conglomerate. The company’s strong cash position and track record of successful acquisitions make it an attractive target or collaborator for PE investors seeking stable, well-managed businesses with growth potential.
Key Takeaways
- Berkshire Hathaway’s Q3 results exceeded analyst expectations, driven by improved insurance underwriting and a solid performance from Precision Castparts.
- The positive results could signal a restoration of investor confidence in the company under the leadership of Greg Abel, potentially attracting further institutional investment.
- While no specific deals have been announced, the market’s response may present opportunities for private equity firms to explore potential investments or partnerships with Berkshire Hathaway.
