The earnings call highlighted significant achievements in capital recycling, strategic acquisitions, and corporate restructuring, indicating strong future potential. However, challenges in EBITDA performance and specific segments, along with regulatory issues, present concerns. Overall, the positive strategic progress is tempered by notable financial and operational challenges.

Company Guidance

During the Brookfield Business Partners Third Quarter 2025 Results Conference Call, the company reported significant financial metrics and strategic initiatives. Since the beginning of the year, Brookfield has generated over $2 billion from its capital recycling program and repaid $1 billion in corporate credit facility borrowings. The company also repurchased $160 million worth of units and shares and invested $525 million in strategic growth acquisitions. In terms of market performance, the reorganization plans announced in September have led to a nearly $1 billion increase in market capitalization. The company's shares have appreciated approximately 150% over the past two years, reflecting a narrowed trading discount to NAV, which continues to grow. Financial results for the third quarter showed an adjusted EBITDA of $575 million, down from $844 million in the prior period, with tax benefits contributing $77 million. Despite lower ownership in some businesses, adjusted EBITDA excluding tax benefits stood at $512 million, compared to $501 million previously. The Industrial segment's adjusted EBITDA was $316 million, while the Business Services and Infrastructure Services segments reported $188 million and $104 million, respectively. The company ended the quarter with approximately $2.9 billion in pro forma liquidity, positioning it well for future growth and capital allocation priorities.

Capital Recycling Program Success

Generated more than $2 billion from capital recycling, repaid $1 billion of borrowings, and bought back over $160 million of units and shares.

Strategic Growth Acquisitions

Invested $525 million in three strategic growth acquisitions, including First National, Chemelex, and Antylia Scientific, enhancing operational efficiency and expanding market reach.

Corporate Structure Simplification

Announced plans to simplify corporate structure, improving trading liquidity and increasing market cap by nearly $1 billion.

Strong Segment Performance

Industrial segment performance increased 17% year-over-year, driven by advanced energy storage and engineered components, despite partial sales of interests.

Positive Market Reception

Positive feedback for corporate reorganization, leading to increased market cap and potential for future growth.

Brookfield Business Partners (BBU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BBU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 30, 2026	2025 (Q4)	-0.15 / -	-2.09	―	―	―
Nov 10, 2025	2025 (Q3)	0.40 / -0.28	1.38	-120.50% (-1.66)
Aug 07, 2025	2025 (Q2)	0.24 / 0.12	-0.099	218.71% (+0.22)
May 02, 2025	2025 (Q1)	0.07 / 0.37	0.225	66.03% (+0.15)
Jan 31, 2025	2024 (Q4)	0.13 / -2.09	6.314	-133.10% (-8.40)
Nov 08, 2024	2024 (Q3)	0.10 / 1.38	-0.195	807.69% (+1.58)
Aug 02, 2024	2024 (Q2)	-0.02 / -0.10	-0.21	52.72% (+0.11)
May 03, 2024	2024 (Q1)	-1.52 / 0.23	0.106	112.84% (+0.12)	―
Feb 02, 2024	2023 (Q4)	5.65 / 6.31	0.038	16575.47% (+6.28)
Nov 03, 2023	2023 (Q3)	-0.44 / -0.20	-0.135	-44.44% (-0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BBU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 10, 2025	$31.04	$31.63	+1.90%
Aug 07, 2025	$25.20	$25.03	-0.67%
May 02, 2025	$21.78	$22.12	+1.56%
Jan 31, 2025	$21.57	$21.78	+0.97%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Brookfield Business Partners LP (BBU) report earnings?

Brookfield Business Partners LP (BBU) is schdueled to report earning on Jan 30, 2026, Before Open (Confirmed).

What is Brookfield Business Partners LP (BBU) earnings time?

Brookfield Business Partners LP (BBU) earnings time is at Jan 30, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BBU EPS forecast?

BBU EPS forecast for the fiscal quarter 2025 (Q4) is -0.15.

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