Brookfield Business Partners (BBU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 01, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.36

Last Year’s EPS

0.38

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Jan 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted strong execution on capital recycling, disciplined deployment, improved financing terms, and meaningful operational value creation at key portfolio companies (notably Clarios and Nielsen). Industrial and same-store Business Services performance showed healthy growth, liquidity is strong (~$2.6B), and management is progressing a corporate reorganization to improve market access. Offsetting these positives were a decline in consolidated adjusted EBITDA (down ~7.7% YoY) driven by lower ownership following partial dispositions, persistent regional/end-market softness (notably in parts of Europe), volume weakness in select businesses (Dexco, modular leasing), and near-term costs from technology investments. Tax credit timing and a credit rating downgrade at Scientific Games are additional near-term uncertainties. Overall, the highlights materially outweigh the lowlights given the balance-sheet strength, active capital allocation, and demonstrated operational improvements.

Company Guidance

Management's guidance was that Brookfield Business Partners enters 2026 with strong liquidity and optionality — roughly $2.6 billion of pro forma corporate liquidity — after generating more than $2.0 billion of proceeds from capital recycling, repaying roughly $1.0 billion of corporate borrowings, investing $700 million in four growth acquisitions, and repurchasing approximately $235 million of units/shares (at an average price of about $26) toward a committed $250 million buyback; they reported full‑year adjusted EBITDA of $2.4 billion (versus $2.6 billion in 2024) with Industrial segment EBITDA of $1.3 billion (up from $1.2 billion) and Business Services EBITDA of $823 million (same‑store EBITDA +~5%), noted 297 million of tax credits (vs. $271 million prior), highlighted portfolio wins such as Clarios (underlying annual EBITDA up ~40% or almost $700 million since acquisition and a path to similar growth over the next five years) and Nielsen (about $800 million of cost savings since acquisition, including >$250 million this year, >350 bps margin improvement and ~$90 million of annual interest savings), called out having completed more than $20 billion of financings (reducing refinancing costs by >50 bps), and reiterated a planned corporate reorganization to a single listed corporation (pending regulatory approval) while noting the stock is ~50% higher year‑over‑year but still materially below reported NAV (about $54).

Strong Capital Recycling and Balance Sheet Actions

Generated more than $2.0 billion of proceeds from capital recycling, repaid roughly $1.0 billion of corporate borrowings, and completed over $20.0 billion of financings across operations (extending maturities and improving terms). Ended the year with approximately $2.6 billion of pro forma corporate-level liquidity.

Active, Disciplined Capital Deployment

Invested $700 million in four growth acquisitions during the year and repurchased approximately $235 million of units/shares at an average price of ~$26, with commitment to complete a $250 million buyback program and remain opportunistic thereafter.

Improved Financing Costs and Interest Savings

Refinancings reduced the cost of refinanced borrowings by over 50 basis points, and two refinancings at Nielsen combined with debt paydown are expected to yield about $90 million of annual interest savings.

Industrial Segment Outperformance

Industrial segment adjusted EBITDA of $1.3 billion versus $1.2 billion last year (up ~8.3% YoY); excluding acquisitions, dispositions and tax benefits, segment performance increased ~10% YoY, driven by advanced energy (higher‑margin batteries) and engineered components margin improvements.

Operational Value Creation at Portfolio Companies (Clarios & Nielsen)

Clarios: underlying annual EBITDA increased 40% (nearly $700 million) since acquisition and is investing to scale recycling and manufacturing; Nielsen: executed ~$800 million of cost savings since acquisition (including >$250 million in the past year), improving EBITDA margins by >350 basis points.

Business Services Same-Store Improvement

Business Services segment generated full-year adjusted EBITDA of $823 million (vs $832 million prior year), with same-store adjusted EBITDA up approximately 5% driven by stabilization at mortgage insurance and commercial initiatives in dealer software and lottery services.

Share Price Momentum and Corporate Reorganization

Trading price is ~50% higher year-over-year and management is progressing a corporate reorganization to convert to a single newly listed corporation to improve liquidity and broaden investor access.

Scientific Games Operational Progress

Sequential pickup in earnings with a successful UK market launch and a strong project pipeline; management expects commercialization to translate into earnings over a 6–12 month horizon, supporting the growth-led deleveraging thesis.

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

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BBU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 01, 2026	2026 (Q1)	0.36 / -	0.383	―	―	―
Jan 30, 2026	2025 (Q4)	-0.16 / -0.03	-2.141	98.60% (+2.11)
Nov 10, 2025	2025 (Q3)	0.41 / -0.29	1.414	-120.50% (-1.70)
Aug 07, 2025	2025 (Q2)	0.24 / 0.12	-0.102	218.71% (+0.22)
May 02, 2025	2025 (Q1)	0.07 / 0.38	0.231	66.03% (+0.15)
Jan 31, 2025	2024 (Q4)	0.13 / -2.14	6.469	-133.10% (-8.61)
Nov 08, 2024	2024 (Q3)	0.10 / 1.41	-0.2	807.69% (+1.61)
Aug 02, 2024	2024 (Q2)	-0.02 / -0.10	-0.215	52.72% (+0.11)
May 03, 2024	2024 (Q1)	-1.56 / 0.23	0.108	112.84% (+0.12)	―
Feb 02, 2024	2023 (Q4)	5.79 / 6.47	0.039	16575.47% (+6.43)

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
Jan 30, 2026	$34.84	$35.02	+0.52%
Nov 10, 2025	$30.98	$31.57	+1.90%
Aug 07, 2025	$25.16	$24.99	-0.68%
May 02, 2025	$21.74	$22.08	+1.56%

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 (BBU) report earnings?

Brookfield Business Partners (BBU) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).

What is Brookfield Business Partners (BBU) earnings time?

Brookfield Business Partners (BBU) earnings time is at May 01, 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 2026 (Q1) is 0.36.