Brookfield Infrastructure Partners is pursuing an aggressive asset expansion strategy, driving revenue growth of approximately 14% annually, but this has not translated into proportional earnings growth for unitholders.
Price trend, volume and key moving averages
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Revenue has expanded at a compound annual growth rate of approximately 14% over the past ten quarters, but net margins have been volatile and thin, ranging from -1.4% to 3.5%, indicating that non-operating charges significantly erode the earnings power of the asset base.
BIP's business model is designed to generate consistent Funds From Operations (FFO). In Q1 2026, FFO per unit increased by 10% year-over-year, reaching $0.90, with total FFO at $709 million. The company has a history of FFO and distribution growth, with a 14% FFO CAGR and 9% distribution CAGR from 2009-2025.
The company's portfolio spans critical infrastructure sectors, including utilities, transport, midstream, and data. The data segment, in particular, has shown significant growth, with FFO up 46% in Q1 2026. Investments in digital infrastructure are seen as a key growth driver, fueled by increasing data consumption and AI.
BIP actively recycles mature assets to fund new investments, aiming for attractive internal rates of return (IRRs). The company has a substantial pipeline of acquisition opportunities and is focused on strategic partnerships to drive growth. In Q1 2026, BIP secured approximately $400 million in new investment opportunities.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 6, 2026 | $0.91+719.8% vs $0.11 | $6.6B+198.0% vs $2.2B |
Q3 2026 Jul 30, 2026 | -$0.07-142.9% vs $0.16 | $6.5B+191.1% vs $2.2B |
Q2 2026 Apr 29, 2026 | -$0.20-179.1% vs $0.25 | $6.3B+195.2% vs $2.1B |
Q1 2026 Jan 29, 2026 | $0.45-48.3% vs $0.87 | $6.3B+199.3% vs $2.1B |
Brookfield Infrastructure Partners NYSE: BIP reported third-quarter 2026 funds from operations of $717 million, or $0.91 per unit, as growth across its four operating segments helped the company meet its 10% FFO-per-unit growth target for a third consecutive quarter.
Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Q3 2026 Earnings Call Transcript
Tech is snapping back after a brutal week while blue chips slip, and everyone is watching the clock for 2 p.m. ET. Will the Fed's statement keep the bounce alive, or erase it before the close?
This news release constitutes a “designated news release” for the purposes of the prospectus supplement dated November 19, 2025 to the short form base shelf prospectus of Brookfield Infrastructure Corporation and Brookfield Infrastructure Partners L.P. dated January 29, 2025 This news release constitutes a “designated news release” for the purposes of the prospectus supplement dated November 19, 2025 to the short form base shelf prospectus of Brookfield Infrastructure Corporation and Brookfield Infrastructure Partners L.P. dated January 29, 2025
Benchmark BIP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Brookfield Infrastructure Partners L.P. (BIP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $39.45 | $18.17B | 40.26 | 9.8% | 1.94% | 1.37% | 9.6% | |
| $39.66 | $4.88B | -13.87 | 1.81% | -9.47% | -17.78% | — | |
| $5.52 | $4.25B | 28.50 | 4.92% | 5.87% | 2.97% | 4.8% | |
| $61.92 | $64.46B | 22.69 | 10.29% | 24.57% | 10.76% | 3.86% | |
| $46.89 | $102.39B | 15.75 | 21.92% | 9.33% | 10.43% | 5.68% | |
| $150.29 | $29.87B | 26.33 | 9.74% | 21.26% | 9.99% | 2.16% |
Brookfield Infrastructure Partners L.P. (BIP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Brookfield Infrastructure Partners L.P. (BIP) stock FAQ — growth, dividends, profitability & financials explained
Brookfield Infrastructure Partners L.P. (BIP) reported $23.10B in revenue in fiscal year 2025.
Brookfield Infrastructure Partners L.P. (BIP) grew revenue by 9.8% in fiscal year 2025, compared with the prior fiscal year.
Yes. Brookfield Infrastructure Partners L.P. (BIP) earned $449.0M in net income in fiscal year 2025 (a 1.9% net margin).
Yes. Brookfield Infrastructure Partners L.P. (BIP) pays a dividend that yields 9.60% at the current price, a high yield.
Brookfield Infrastructure Partners L.P. (BIP) had a return on equity (ROE) of 1.4% in fiscal year 2025. That is below the market's typical 10-15%.
Brookfield Infrastructure Partners L.P. (BIP) had negative free cash flow of $6.69B in fiscal year 2025.
Brookfield Infrastructure Partners L.P. (BIP) has a dividend payout ratio of 388%. The high payout ratio may limit dividend growth.
