STOCK TITAN

Biglari Holdings Inc. News Release

Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Neutral)
Tags

Biglari Holdings (NYSE: BH.A; BH) reported Q1 2026 results. The company recorded pre-tax operating loss of $4,141k, investment losses of $14,741k, and net loss of $14,531k for the quarter. Book value per Class A Equivalent share was $2,006.69 at March 31, 2026.

The company separates operating earnings from investment gains and notes that investment-value volatility drives quarterly reported results; operating businesses are presented before investment impacts. Shareholders are directed to the company 10-Q for full detail.

Loading...
Loading translation...

AI-generated analysis. Not financial advice.

Positive

  • Book value per Class A Equivalent share of $2,006.69
  • Investment losses narrowed to $14,741k from $51,177k year-over-year
  • Net loss improved to $14,531k from $33,275k year-earlier

Negative

  • Pre-tax operating earnings swung to a loss of $4,141k from income of $9,994k

Key Figures

Pre-tax operating earnings: $(4,141) thousand Pre-tax operating earnings: $9,994 thousand Investment gains (losses): $(14,741) thousand +4 more
7 metrics
Pre-tax operating earnings $(4,141) thousand First quarter 2026
Pre-tax operating earnings $9,994 thousand First quarter 2025
Investment gains (losses) $(14,741) thousand First quarter 2026
Investment gains (losses) $(51,177) thousand First quarter 2025
Net earnings (loss) $(14,531) thousand First quarter 2026
Net earnings (loss) $(33,275) thousand First quarter 2025
Book value per Class A Equivalent share $2,006.69 As of March 31, 2026

Market Reality Check

Price: $300.13 Vol: Volume 42,734 vs 20-day a...
low vol
$300.13 Last Close
Volume Volume 42,734 vs 20-day average 62,986, indicating lighter-than-normal trading ahead of this release. low
Technical Shares at $300.13 are trading below the 200-day MA of $337.63 and about 37.94% under the 52-week high.

Peers on Argus

BH slipped 0.04% while peers showed mixed moves: CNNE up 1.3%, KRUS up 1.39%, SG...
2 Up

BH slipped 0.04% while peers showed mixed moves: CNNE up 1.3%, KRUS up 1.39%, SG up 1.78%, and FWRG down 1.48%, suggesting the reaction was more stock-specific than sector-driven.

Historical Context

1 past event · Latest: Dec 31 (Neutral)
1 events
Date Event Sentiment Move Catalyst
Dec 31 Annual meeting notice Neutral -1.7% Set date, time, and venue for the 2026 Annual Shareholders Meeting.
Recent Company History

Recent news flow for Biglari Holdings has centered on corporate housekeeping and shareholder logistics. A prior release on Dec 31, 2025 announced details for the 2026 Annual Shareholders Meeting, which coincided with a -1.72% price move over the next day. Today’s first-quarter 2026 earnings update continues the focus on financial reporting, with management emphasizing operating results versus investment volatility and disclosing book value per Class A Equivalent share of $2,006.69 as of March 31, 2026.

Regulatory & Risk Context

Active S-3 Shelf · $500,000,000
Shelf Active
Active S-3 Shelf Registration 2026-01-16
$500,000,000 registered capacity

An effective S-3 shelf filed on 2026-01-16 allows Biglari Holdings to offer up to $500,000,000 of Class A and Class B common stock, including via an at-the-market program with H.C. Wainwright & Co. The filing is effective through 2029-01-16, with 0 recorded usages so far, providing flexibility for future equity raises that could affect existing shareholders’ ownership percentages.

Market Pulse Summary

This announcement details Biglari Holdings’ first quarter 2026 results, highlighting pre-tax operati...
Analysis

This announcement details Biglari Holdings’ first quarter 2026 results, highlighting pre-tax operating earnings of $(4,141) thousand, investment losses of $(14,741) thousand, and net loss of $(14,531) thousand, while management stresses the distinction between operating businesses and investment swings. Book value per Class A Equivalent share stood at $2,006.69 on March 31, 2026. Alongside an effective $500,000,000 shelf, investors may monitor future filings and operating trends for additional clarity.

Key Terms

10-q
1 terms
10-q regulatory
"shareholders should carefully study our 10-Q, which has been posted"
A 10-Q is a company’s required quarterly filing with U.S. regulators that provides updated financial statements, management discussion of results, and disclosures about risks, legal matters and operational changes. Think of it as a quarterly report card and progress update that lets investors track recent performance, spot trends or warning signs between annual reports, and make informed buy/sell decisions based on the latest verified financial and business information.

AI-generated analysis. Not financial advice.

San Antonio, TX, May 8, 2026 /PRNewswire/ -- Biglari Holdings Inc. (NYSE: BH.A; BH) announces its results for the first quarter of 2026.

Biglari Holdings Inc.'s earnings for the first quarter of 2026 and 2025 are summarized below.  To become fully apprised of our results, shareholders should carefully study our 10-Q, which has been posted at www.biglariholdings.com.

(dollars in thousands)





First Quarter


2026


2025





Pre-tax operating earnings

$          (4,141)


$          9,994

Investment gains (losses)

(14,741)


(51,177)

Income taxes

4,351


7,908

Net earnings (loss)

$        (14,531)


$     (33,275)

Analysis of Results:

Investments affect our reported quarterly earnings based on their carrying value. We do not regard the quarterly or annual fluctuations in our investments to be meaningful. Therefore, our operating businesses are best analyzed before the impact of investment gains. As a consequence, in the preceding table we separate earnings of our operating businesses from our investment gains.

At March 31, 2026, our book value per Class A Equivalent share was $2,006.69.  (Class B shares have 1/5th the economic rights of Class A shares.)

About Biglari Holdings Inc.

Biglari Holdings Inc. is a holding company owning subsidiaries engaged in a number of diverse business activities, including property and casualty insurance and reinsurance, licensing and media, restaurants, and oil and gas.

Comment on Regulation G

This press release contains certain non-GAAP financial measures. In addition to the GAAP presentations of net earnings, Biglari Holdings defines pre-tax operating earnings outside of the investment gains/losses of the Company.

Risks Associated with Forward-Looking Statements

This news release may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements are based on current expectations and are subject to a number of risks and uncertainties that could cause actual results to differ markedly from those projected or discussed here. Biglari Holdings cautions readers not to place undue reliance upon any such forward-looking statements, for actual results may differ materially from expectations. Biglari Holdings does not update publicly or revise any forward-looking statements even if experience or future changes make it clear that any projected results expressed or implied therein will not be realized. Further information on the types of factors that could affect Biglari Holdings and its business can be found in the Company's filings with the SEC.

Cision View original content:https://www.prnewswire.com/news-releases/biglari-holdings-inc-news-release-302767311.html

SOURCE Biglari Holdings Inc.

FAQ

What were Biglari Holdings (BH) Q1 2026 net earnings and how did they compare to Q1 2025?

Biglari reported a Q1 2026 net loss of $14,531k, versus a $33,275k net loss in Q1 2025. According to the company, investment-value swings drove the change and investors should review the 10-Q for detailed reconciliations and definitions.

What was Biglari Holdings' (BH) book value per Class A Equivalent share at March 31, 2026?

Book value per Class A Equivalent share was $2,006.69 at March 31, 2026. According to the company, Class B shares carry 1/5th the economic rights of Class A shares, and book value reflects aggregate carrying values.

How did Biglari Holdings' operating earnings perform in Q1 2026 (BH)?

Operating businesses produced a pre-tax operating loss of $4,141k in Q1 2026. According to the company, operating results are presented separately from investment gains which can obscure underlying operating performance.

What were the investment gains or losses for Biglari Holdings (BH) in Q1 2026?

Biglari recorded investment losses of $14,741k in Q1 2026. According to the company, investment carrying-value fluctuations materially affect reported quarterly earnings and are shown separately from operating results.

Where can investors find full Q1 2026 financial details for Biglari Holdings (BH)?

Investors can find full financial details and reconciliations in the company's Form 10-Q. According to the company, the 10-Q contains comprehensive tables and notes explaining operating results, investment gains, and book-value calculations.