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Mar 31, 2025
Brookfield Infrastructure Q1 2025 Earnings Report
Brookfield Infrastructure reported solid Q1 2025 results with rising funds from operations, supported by inflation-indexed revenue growth and strategic asset sales.
Key Takeaways
Brookfield Infrastructure delivered a strong Q1 2025, with FFO rising to $646M driven by inflation-linked contracts, higher utilization in midstream and data segments, and over $1.6B in capital recycling proceeds.
Funds From Operations (FFO) increased to $646 million, up from $615 million a year earlier.
Net income declined to $125 million from $170 million due to higher borrowing costs and mark-to-market losses.
The data segment saw a 50% YoY jump in FFO driven by organic growth and acquisitions.
Over $1.6 billion in capital recycling proceeds were secured year-to-date.
Revenue by Segment
Forward Guidance
Brookfield Infrastructure anticipates continued robust performance amid market uncertainty, supported by high-quality acquisitions, strong utilization, and a growing pipeline of investment opportunities.
Positive Outlook
- Capital recycling proceeds of $1.6B secured so far in 2025.
- Signed agreement to sell Australian container terminal for $1.2B (BIP share: $0.5B).
- New $9B acquisition of Colonial pipeline system with high utilization and mid-teen cash yield.
- Data center expansion and strategic asset monetization to drive cash flow.
- Robust pipeline of investment opportunities expected to grow amid market volatility.
Challenges Ahead
- Net income declined YoY due to higher borrowing costs.
- Mark-to-market losses impacted Q1 results versus prior-year gains.
- Foreign exchange volatility affected segment-level FFO comparisons.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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