Brookfield Business Corp. Class A (BBUC)
NYSE:BBUC
Earnings Data
Report Date
May 08, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.62Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Mar 31, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized multiple clear operational and financial positives — substantial capital recycling (~$2B), balance sheet repair (~$1B debt repayment), disciplined deployment (~$700M in acquisitions), strong progress at key platform companies (Clarios' 40% EBITDA growth, Nielsen's ~$800M cost savings and >350 bps margin improvement), robust liquidity (~$2.6B) and completed financings that lowered funding costs — while acknowledging near-term headwinds including a ~7.7% decline in consolidated adjusted EBITDA to $2.4B (driven in part by lower ownership after partial disposals and timing impacts), regional softness in parts of Europe, volume and utilization weakness in specific operations, and a credit rating downgrade at Scientific Games. Overall, positive underlying operational execution and capital allocation progress were presented alongside manageable but notable near-term challenges.Company Guidance
Strong capital recycling and balance sheet actions
Generated more than $2.0 billion of proceeds from capital recycling, repaid ~ $1.0 billion of corporate borrowings, completed > $20 billion of financings across operations over the past year, reduced the cost of refinanced borrowings by over 50 basis points, and ended the year with ~ $2.6 billion of pro forma corporate-level liquidity.
Active deployment and disciplined M&A
Invested ~$700 million in four growth acquisitions during the year and signaled an active pipeline for 2026 with management expecting an active deployment environment.
Share repurchase progress
Repurchased approximately $235 million of units/shares at an average price of ~$26 (toward a $250 million NCIB program) and remain committed to completing the $250 million program with opportunistic repurchases thereafter.
Clarios: material operational progress and tax credits
Since acquisition, Clarios' underlying annual EBITDA has increased ~40% (almost $700 million). Management highlighted 45x production tax credits tied to Clarios: $297 million of tax credits were included in results this year versus $271 million last year, and filings are in process with expected cash realization.
Industrial segment outperformance (on a like-for-like basis)
Industrial segment reported full-year adjusted EBITDA of $1.3 billion versus $1.2 billion prior year; excluding acquisitions, dispositions and tax benefits, segment performance increased ~10% year-over-year driven by advanced energy operations and engineered components margin improvements.
Nielsen cost savings and refinancing benefits
Since acquisition, Nielsen executed ~ $800 million of cost savings (including > $250 million in the past year), increased EBITDA margins by >350 basis points, and completed refinancing(s) that combined with debt paydown will yield ~ $90 million of annual interest savings.
Resilience in select portfolio businesses
Dexco delivered full-year EBITDA up low single digits with margins holding at acquisition levels despite weaker volumes; Network (Middle East payments) executed technology upgrades, cost optimization, an add-on acquisition and is tracking in line with expectations.
Corporate reorganization and improved marketability
Near completion of a corporate reorganization to convert into a single newly listed corporation, expected to improve trading liquidity and increase index-driven demand; trading price is ~50% higher than a year ago (though still below NAV).
Scientific Games early operational wins
Sequential pickup in earnings and a successful UK market launch; management reports a strong pipeline and expects earnings crystallization over a 6–12 month period.
Brookfield Business Corp. Class A (BBUC) Earnings, Revenues Date & History
BBUC Earnings History
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
BBUC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $31.65 | $31.64 | -0.03% |
Nov 10, 2025 | $32.29 | $31.88 | -1.26% |
Aug 07, 2025 | $29.47 | $28.56 | -3.10% |
May 06, 2025 | $26.02 | $26.66 | +2.44% |
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 Corp. Class A (BBUC) report earnings?
Brookfield Business Corp. Class A (BBUC) is schdueled to report earning on May 08, 2026, After Close (Confirmed).
What is Brookfield Business Corp. Class A (BBUC) earnings time?
Brookfield Business Corp. Class A (BBUC) earnings time is at May 08, 2026, After Close (Confirmed).
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What is BBUC EPS forecast?
Currently, no data Available