Brookfield Business Partners Swings to Profit as Capital Recycling, Acquisitions Reshape Portfolio

Brookfield Business Corp. Class A ( (TSE:BBUC) ) has provided an update.

Brookfield Business Partners reported a return to profitability in 2025 with net income attributable to unitholders of $43 million, reversing a loss of $109 million in the prior year, as it executed a busy year of capital recycling and portfolio reshaping. The company generated over $2 billion from asset sales, deployed $700 million into four growth acquisitions and repurchased $235 million of its units and shares at a discount, while moving toward completion of a corporate reorganization aimed at boosting global demand for its equity. Adjusted EBITDA for the year declined modestly to $2.4 billion from $2.6 billion, reflecting lower tax recoveries, the partial sale of interests in several businesses and prior-year contributions from disposed operations, though underlying performance was strong in key areas: the Industrials segment grew Adjusted EBITDA to $1.28 billion on the back of new manufacturing acquisitions, strong demand for higher-margin advanced batteries and margin optimization in engineered components. Business Services EBITDA was broadly stable, with growth after adjusting for acquisitions and dispositions, supported by a 26% increase in new premiums at its residential mortgage insurer despite slower revenue recognition under IFRS 17 and modernization costs at its dealer software unit. Infrastructure Services EBITDA fell to $436 million from $606 million due to asset sales, including the shuttle tanker operation and a partial interest in work access services, though margin initiatives and new commercial wins in lottery services signaled ongoing repositioning of the portfolio. Overall, the results highlight Brookfield Business Partners’ strategy of recycling capital from mature or non-core assets into higher-growth sectors, while repurchases and reorganization efforts seek to enhance long-term value and market appeal for unitholders and shareholders.

The most recent analyst rating on (TSE:BBUC) stock is a Hold with a C$50.00 price target. To see the full list of analyst forecasts on Brookfield Business Corp. Class A stock, see the TSE:BBUC Stock Forecast page.

Spark’s Take on TSE:BBUC Stock

According to Spark, TipRanks’ AI Analyst, TSE:BBUC is a Neutral.

The overall stock score is primarily impacted by significant financial challenges, including declining revenue, high leverage, and negative equity. Technical analysis provides some positive momentum, but valuation remains a concern with negative earnings and low dividend yield. The absence of earnings call data and corporate events limits further insights.

To see Spark’s full report on TSE:BBUC stock, click here.

More about Brookfield Business Corp. Class A

Brookfield Business Partners is the flagship listed business services and industrials company of Brookfield, investing in and operating businesses across industrials, business services and infrastructure services. Its portfolio includes advanced energy storage, engineered components, electric heat tracing systems, specialty consumables and equipment manufacturing, residential mortgage insurance, dealer software and technology, lottery services and various infrastructure-related service operations, with a focus on capital recycling and long-term value creation for investors.

Average Trading Volume: 37,286

Technical Sentiment Signal: Buy

Current Market Cap: C$4.55B

Learn more about BBUC stock on TipRanks’ Stock Analysis page.