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Mar 31
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.
Brookfield Infrastructure
Brookfield Infrastructure
Brookfield Infrastructure Revenue by Segment
Revenue by Segment
Utilities Revenue
CapyFin.comTransport Revenue
CapyFin.comMidstream Revenue
CapyFin.comData Revenue
CapyFin.comCorporate Revenue
CapyFin.com 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.
- Capital recycling led to some foregone income in the short term.
- Higher financing costs, especially in Brazil, pressured net results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income