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伯克希尔突发!一笔投资,巨亏50亿美元
北京时间8月2日晚间,美国知名投资人沃伦·巴菲特旗下公司伯克希尔·哈撒韦(下称"伯克希尔")公布了二 季报。报告显示,公司二季度净利润123.7亿美元,同比大幅下降59.24%,上年同期为303.48亿美元。2025 年上半年,伯克希尔共计实现净利润169.73亿美元,上年同期为430.5亿美元。 伯克希尔二季度净利润同比大跌59%,很大程度上受到其投资收益剧烈变动拖累。二季度,伯克希尔对卡夫 亨氏的投资确认了约50亿美元的税前减值损失。伯克希尔表示,公允价值的持续下跌以及当前经济和其他 不确定性因素,导致公司认定这一未实现损失为非临时性。 二季度净利润同比大跌59% 最新发布的二季报显示,伯克希尔2025年第二季度实现营收925.15亿美元,同比下降1.22%,上年同期为 936.53亿美元;公司二季度净利润达123.7亿美元,同比大幅下降59.24%,上年同期为303.48亿美元。2025年 上半年,伯克希尔共计实现净利润169.73亿美元,上年同期为430.5亿美元。 具体来看,伯克希尔哈撒韦二季度营业利润为111.6亿美元,同比下降3.8%,去年同期为115.98亿美元;上 半年伯克希尔的营业利润累计 ...
为什么净利润大幅减少?伯克希尔哈撒韦(BRK.A.US)2025 Q1管理层对财务状况及经营成果的讨论与分析
智通财经网· 2025-05-03 14:06
Group 1 - The core viewpoint of the article highlights Berkshire Hathaway's significant decline in net profit for Q1 2025, primarily due to reduced investment income, with net profit at $4.603 billion, down 64% year-over-year [1][2][44] - Revenue for Q1 2025 remained relatively stable at $89.725 billion compared to the previous year, while insurance underwriting income dropped to $1.336 billion, nearly halving due to impacts from events like the Southern California wildfires [1][2][16] - The company reported an investment loss of $5.038 billion in Q1 2025, contrasting with a profit of $1.480 billion in the same period of 2024, indicating a significant shift in investment performance [1][2][20] Group 2 - Berkshire's cash and cash equivalents reached a record high of $347.7 billion by the end of Q1 2025, reflecting a strong liquidity position [1][44] - The company did not engage in stock buybacks during Q1 2025, marking a halt to a six-year continuous buyback operation that ended in Q3 2024 [1][44] - The fair value of equity securities investments remained concentrated, with 69% of the total fair value held in five major companies, including American Express and Apple [1][9] Group 3 - The insurance segment's performance was adversely affected by significant catastrophe losses, particularly from the Southern California wildfires, which accounted for approximately $860 million in after-tax losses [16][22] - The BNSF Railway segment saw a 6.2% increase in after-tax earnings, driven by higher shipping volumes and improved operational efficiency despite adverse weather conditions [17][39] - Berkshire Hathaway Energy (BHE) reported a 53% increase in after-tax earnings, reflecting growth in utility and energy operations [18][39] Group 4 - The manufacturing, service, and retail segments experienced a slight decline in after-tax earnings, with overall revenues and profits lower than the previous year [19] - Investment income from the insurance business showed a 30.5% increase in interest and other investment income, primarily due to higher interest from U.S. Treasury investments [35][36] - The company’s total liabilities stood at $125.9 billion as of March 31, 2025, with a significant portion attributed to its subsidiaries [45][46]