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Sep 30
Brookfield Infrastructure Q2 2025 Earnings Report
Brookfield Infrastructure reported strong Q3 2025 results with robust net income and revenue growth, supported by capital recycling and recent acquisitions.
Key Takeaways
Brookfield Infrastructure delivered a solid performance in Q3 2025, with net income of $440 million and revenue nearing $6 billion. The company benefited from new acquisitions, inflation-indexed contracts, and capital project commissioning while actively recycling capital to support growth.
Reported net income of $440 million, a significant improvement from a $52 million loss in Q3 2024.
Revenue grew to $5.975 billion, supported by organic growth and midstream segment performance.
FFO per unit rose to $0.83, reflecting strong operational execution and strategic capital deployment.
The data segment saw a 62% increase in FFO year-over-year due to acquisitions and hyperscale data center commissioning.
Brookfield Infrastructure
Brookfield Infrastructure
Brookfield Infrastructure Revenue by Segment
Brookfield Infrastructure Revenue by Geographic Location
Revenue by Segment
Utilities Revenue
CapyFin.comTransport Revenue
CapyFin.comMidstream Revenue
CapyFin.comData Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comEurope Revenue
CapyFin.com Forward Guidance
Brookfield expects continued growth in 2026, supported by a strong pipeline of capital projects, ongoing acquisitions, and stable revenue from inflation-linked assets.
Positive Outlook
- Completed over $3 billion in asset sales YTD with strong IRRs.
- New investments of over $1.5 billion secured, including AI infrastructure projects.
- $5.5 billion in liquidity at quarter end ensures flexibility.
- Growth in data and midstream segments expected to continue.
- Strong FFO supports increasing distributions to shareholders.
Challenges Ahead
- Higher interest costs impacted some segment earnings.
- Ongoing divestitures resulted in foregone income for the quarter.
- Exposure to variable rate debt in regions like Brazil.
- Delay risks in closing of new acquisitions and capital projects.
- Market volatility could impact timing of future asset sales.