Brookfield Infrastructure Partners LP
NYSE:BIP

Watchlist Manager
Brookfield Infrastructure Partners LP Logo
Brookfield Infrastructure Partners LP
NYSE:BIP
Watchlist
Price: 38.49 USD 1.18% Market Closed
Market Cap: $25.1B

Brookfield Infrastructure Partners LP
Investor Relations

Brookfield Infrastructure Partners LP operates like the strategic maestro in a sprawling symphony of essential services, weaving together a diverse ensemble of critical infrastructure assets across the globe. Originating from its robust parent, Brookfield Asset Management, the company has carved out a formidable presence in the global markets. With a focus on sectors such as utilities, transport, energy, and data infrastructure, Brookfield Infrastructure strategically acquires, owns, and operates assets that underpin the daily lives of millions. Imagine energy distribution systems ensuring the seamless flow of electricity and natural gas to cities, or data networks providing the backbone for our digital interactions, this partnership thrives by owning the very conduits that society relies on for connectivity and efficiency.

Revenue flows into Brookfield Infrastructure's coffers like well-orchestrated streams, derived from contractual frameworks, regulated returns, and diverse asset bases. By entering into long-term agreements or deriving revenues from regulated assets, they secure stable and predictable income, cushioning themselves against economic fluctuations. Their business model hinges on not just owning vital infrastructure but intelligently managing and enhancing the value of these assets, thus fostering sustainable growth. Through prudent investments and operational excellence, Brookfield crafts a narrative of resilience and fiscal prudence, ensuring consistent returns for its stakeholders while bolstering the backbone of global infrastructure networks.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Jan 29, 2026
AI Summary
Q4 2025

Strong FFO Growth: Brookfield Infrastructure generated $2.6 billion in funds from operations in 2025, up 10% year-over-year when normalized for asset sales and currency impacts.

Distribution Increase: The Board approved a 6% increase in the annualized distribution to $1.82 per unit, marking the 17th consecutive year of distribution growth of at least 5%.

Record Capital Recycling: The company exceeded its $3 billion capital recycling target, raising $3.1 billion from asset sales and supporting future investments.

Data Segment Surge: Data segment FFO rose over 50% year-over-year to $502 million, driven by new investments, strong leasing, and expansion in data centers.

AI Infrastructure Focus: Management emphasized a disciplined, risk-managed approach to AI infrastructure investment, underpinned by long-term contracts and investment-grade clients.

Strong Liquidity: Year-end liquidity reached $6 billion, with nearly $3 billion at the corporate level.

Positive 2026 Outlook: Management expects continued growth, citing a robust investment pipeline and momentum in organic and AI-related opportunities.

Key Financials
Funds from Operations
$2.6 billion
Fourth Quarter FFO per Unit
$0.87
Annualized Distribution per Unit
$1.82
Capital Recycling Target
$3 billion
Equity Invested in Growth Initiatives
$2.2 billion
Financings Completed
$16 billion
Liquidity
$6 billion
FFO – Transport Segment
$1.1 billion
FFO – Midstream Segment
$668 million
FFO – Data Segment
$502 million
Asset Sale Proceeds
$3.1 billion
Development Potential – Global Data Center Platform
3.6 gigawatts
Contracted Capacity – Global Data Center Platform
over 2.3 gigawatts
Liquidity at Corporate Level
just under $3 billion
Proceeds Expected from Sale of Brazilian Electricity Transmission Operation
$150 million
IRR from Brazilian Electricity Transmission Sale
45%
Multiple of Capital – Brazilian Electricity Transmission Sale
over 8x
Data Center EBITDA (contracted, US retail colocation business)
$500 million
Annual Run Rate EBITDA (Illinois data center contracts)
$45 million
AI-Related Infrastructure Industry Investment (2025)
$500 billion
Equity Invested in New Investments (2025)
$1.5 billion
Bloom Energy Behind-the-Meter Power Projects (contracted)
230 megawatts
South Korean Industrial Gas Business Acquisition (BIP share)
$125 million
Railcar Leasing Platform Acquisition (BIP share)
$300 million
Record Bookings – US Core Location Data Center Business
11 consecutive quarters
New Capacity Commissioned – Hyperscale Data Center
220 megawatts
Development & Commissioning Backlog (excluding Intel)
$5.3 billion
Intel Project Backlog
$3.9 billion
Other Earnings Calls

Management

Mr. Benjamin Michael Vaughan
COO of Brookfield Infrastructure Partners Limited & Operating Partner of Infrastructure
No Bio Available
Mr. Brian A. Baker
Operating Partner & Regional Head of North America of Infrastructure
No Bio Available
Ms. Chole Berry
President, MD of Infrastructure & Portfolio Manager
No Bio Available
Melissa Low
Vice President of Investor Relations
No Bio Available
Mr. John Marcus Stinebaugh CFA
Vice Chair of Infrastructure
No Bio Available
Mr. Carlos David Castro
Operating Partner of Brookfield Infrastructure Partners Limited
No Bio Available
Mr. Jeffrey Rosenthal
Vice Chair of Utilities
No Bio Available
Mr. Rene Lubianski C.F.A.
Managing Partner of Infrastructure
No Bio Available

Contacts

Address
Hamilton
73 Front Street
Contacts
+14412964480.0
bip.brookfield.com