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The index's blended net margin reached 15.7% in the second quarter of 2026, the highest that FactSet has recorded since 2009. Post-tax corporate profits now run about 12.4% of U.S. gross domestic product, well above the long-run average of 7.3%. Investors are underwriting these levels as the new normal.Some companies deserve the praise and attention that investors are giving them. The question is which ones, because growing margins alone don't tell us much.When margins expand, we should ask what else moved. 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Berkshire Hathaway (NYSE: BRK.A / BRK.B) saw Buffett step down as CEO on December 31, 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