The earnings call highlighted strong financial performance, strategic asset management, successful secondary transactions, and growth initiatives through AI and operational improvements. However, challenges such as segment performance declines and market uncertainties were noted. Overall, the highlights significantly outweigh the lowlights.

Company Guidance -

Q3 2025

During the Brookfield Business Partners (BBU) Second Quarter 2025 Results Conference Call, several key metrics and updates were provided that highlight the company's strategic and financial performance. BBU's adjusted EBITDA rose to $591 million, up from $524 million in the previous year, reflecting improved operating performance and contributions from recent acquisitions. The company realized over $800 million from asset sales and distributions and invested $300 million to acquire two market-leading businesses. BBU also returned nearly $160 million to its owners through its repurchase program since the start of the year. A secondary transaction involving the sale of interests in three businesses to a new Brookfield-managed evergreen fund was executed at an 8.6% discount to NAV, generating units with an initial redemption value of $690 million. This transaction is expected to provide additional flexibility to accelerate buybacks, reinvest in growth, and reduce debt. Additionally, BBU agreed to privatize First National Financial Corporation, with its share of the equity investment projected at about $145 million. The company's Industrial segment showed significant improvement, generating $307 million in adjusted EBITDA, up from $213 million in 2024, while the Business Services segment posted $205 million, up from $182 million last year. The Infrastructure Services segment saw a decline, attributed to the sale of an offshore oil services' shuttle tanker operation. BBU maintained approximately $2.9 billion in corporate liquidity at the end of the quarter, supporting its capital allocation priorities, including acquisitions, debt reduction, and share buybacks.

Strong Financial Performance

Adjusted EBITDA increased to $591 million from $524 million in the prior period, indicating strong financial results supported by resilient margins and improved performance of existing operations.

Significant Asset Sales and Investments

Realized more than $800 million from asset sales and distributions and invested $300 million to acquire 2 market-leading businesses, showcasing strategic asset management.

Successful Secondary Sale Transaction

Sold a portion of interest in 3 businesses to a new evergreen fund, receiving units with a redemption value of $690 million at an 8.6% discount to NAV, proving accretive to market value.

Positive Capital Allocation

Continued buyback program, returning nearly $160 million to owners, and planning for further buybacks, indicating efficient capital management.

Growth Through AI and Operational Improvements

Implemented numerous AI-driven initiatives across portfolio companies like Clarios and Everise, resulting in significant cost savings and operational efficiencies.

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
Oct 31, 2025	2025 (Q3)	0.46 / -	1.389	―	―	―
Aug 07, 2025	2025 (Q2)	0.24 / 0.12	-0.1	218.71% (+0.22)
May 02, 2025	2025 (Q1)	0.07 / 0.38	0.226	66.03% (+0.15)
Jan 31, 2025	2024 (Q4)	0.13 / -2.10	6.353	-133.10% (-8.46)
Nov 08, 2024	2024 (Q3)	0.10 / 1.39	-0.196	807.69% (+1.58)
Aug 02, 2024	2024 (Q2)	-0.02 / -0.10	-0.211	52.72% (+0.11)
May 03, 2024	2024 (Q1)	-1.53 / 0.23	0.106	112.84% (+0.12)	―
Feb 02, 2024	2023 (Q4)	5.69 / 6.35	0.038	16575.47% (+6.31)
Nov 03, 2023	2023 (Q3)	-0.44 / -0.20	-0.136	-44.44% (-0.06)
Aug 04, 2023	2023 (Q2)	-0.16 / -0.21	0.604	-135.00% (-0.82)

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
Aug 07, 2025	$25.26	$25.09	-0.67%
May 02, 2025	$21.83	$22.17	+1.56%
Jan 31, 2025	$21.62	$21.83	+0.97%
Nov 08, 2024	$24.34	$24.83	+2.01%

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 Oct 31, 2025, Before Open (Confirmed).

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

Brookfield Business Partners LP (BBU) earnings time is at Oct 31, 2025, 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 (Q3) is 0.46.

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