Brookfield Business Partners LP
TSX:BBU.UN

Watchlist Manager
Brookfield Business Partners LP Logo
Brookfield Business Partners LP
TSX:BBU.UN
Watchlist
Price: 48.99 CAD -0.99%
Market Cap: 6.9B CAD

Brookfield Business Partners LP
Investor Relations

Brookfield Business Partners LP operates like a masterful storyteller, weaving together the threads of diverse industries into a cohesive narrative of growth and value. As the publicly traded arm of Brookfield Asset Management, it seeks out businesses that are often unloved or overlooked, focusing primarily on sectors where it can leverage its vast experience and capital. Its business model is essentially a mosaic of buy, improve, and hold—snapping up companies or business units that show promise but lack the resources or strategic vision to reach their potential. With a keen eye for value, Brookfield identifies opportunities in industries ranging from infrastructure to energy to industrials. Once acquired, these entities are carefully nurtured, streamlined for operational efficiency, and positioned for long-term success.

The revenue ticking within Brookfield Business Partners is a testament to its disciplined approach. This is not a company that merely flips assets for tidy short-term gains—rather, it is a patient cultivator of long-term value. By implementing its operational know-how and financial acumen, Brookfield enhances the earnings output of its acquisitions, generating steady streams of cash flow. This cash flow can be reinvested in the existing portfolio or in new acquisitions, perpetuating a cycle of growth. This cyclical approach not only provides robust returns to its investors but also ensures that the companies under Brookfield’s wing are poised to thrive sustainably. Brookfield Business Partners acts as both shepherd and steward, guiding its diverse holdings toward a prosperous future, while skillfully navigating the complexities of global markets.

Show more
Loading
BBU.UN
S&P TSX Composite Index (Canada)
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
Q3 2025
Call Date
Nov 6, 2025
AI Summary
Q3 2025

Strong Quarter: Brookfield Business Partners reported strong financial results, with progress on growth and capital recycling initiatives, and continued execution of its value creation strategy.

Capital Recycling: Over $2 billion of proceeds have been generated from capital recycling year-to-date, with $1 billion used to repay corporate credit facility borrowings.

Share Buybacks: The company repurchased just over $160 million of units and shares, as part of a $250 million buyback program.

Corporate Simplification: Plans are underway to reorganize into a single publicly traded Canadian corporation, aiming to improve trading liquidity and attract more investors; expected completion early next year.

Liquidity Position: Pro forma corporate liquidity stands at approximately $2.9 billion, providing flexibility for further growth and capital allocation.

Adjusted EBITDA: Q3 adjusted EBITDA was $575 million, down from $844 million last year, mainly due to lower ownership in some businesses and smaller tax benefits.

Positive Market Feedback: Market cap increased by nearly $1 billion since announcing the corporate reorganization, and management remains optimistic about future opportunities.

AI & Operational Focus: Investments in AI and operational improvements are highlighted as key drivers across several portfolio companies.

Key Financials
Adjusted EBITDA
$575 million
Tax Benefits (Current Period)
$77 million
Tax Benefits (Prior Year)
$296 million
Adjusted EBITDA (excluding tax benefits and M&A impact)
$512 million
Adjusted EFO
$284 million
Industrial Segment Adjusted EBITDA
$316 million
Business Services Segment Adjusted EBITDA
$188 million
Infrastructure Services Segment Adjusted EBITDA
$104 million
Liquidity (Pro Forma)
$2.9 billion
Capital Recycling Proceeds (YTD)
$2 billion
Borrowings Repaid on Corporate Credit Facility
$1 billion
Shares/Units Repurchased
$160 million
Strategic Growth Acquisitions (Investment YTD)
$525 million
Buyback Program Size
$250 million
Buyback Shares Authorized
8 million units and shares
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jeffrey Miles Blidner
Vice Chairman, Management & Affiliated Director
No Bio Available
Mr. Cyrus Madon CPA
Executive Chair & Head of Private Equity
No Bio Available
Mr. Anuj Ranjan
Chief Executive Officer
No Bio Available
Mr. Justin B. Beber
Managing Partner, Chief Administrative Officer, General Counsel & Head of Corporate Strategy
No Bio Available
Mr. Niel Thassim
Managing Partner, Global COO & Head of Europe of Global Client Group
No Bio Available
Mr. Alan Matthew Fleming
VP of Investor Relations & MD
No Bio Available
Mr. Ronald Fisher Dayn
Managing Partner of Compliance
No Bio Available
Ms. Suzanne Fleming
Managing Partner of Corporate Communications
No Bio Available
Ms. Carmela Di Meo
MD & Head of Marketing of Global Client Group
No Bio Available
Mr. Arin Jonathan Silber J.D.
Managing Director of Private Equity
No Bio Available

Contacts

Address
Hamilton
5th Floor, 73 Front Street
Contacts
+4412943309.0
bbu.brookfield.com