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Brookfield Renewable Energy Partners (BEP)
NYSE:BEP
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.3Last Year’s EPS
-0.35Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial performance narrative: double-digit FFO growth, record capacity additions and deployments, successful capital recycling, robust liquidity and record financings, and accelerated positioning in batteries, hydro and nuclear. The challenges discussed—weaker U.S. hydrology, some permitting delays for onshore wind, and the need to manage liquidity relative to a growing pipeline—are material but appear manageable given the company's financing activity, asset recycling program, and strategic partnerships. Overall, positive momentum and multiple growth levers outweigh the identified headwinds.Company Guidance
FFO Growth and Per-Unit Performance
Full-year FFO of $1.334 billion ($2.01 per unit), up 10% year-over-year; Q4 FFO of $346 million, up 14% year-over-year (51¢ per unit).
Record Deployment and Growth Commitments
Deployed or committed a record $8.9 billion of growth (approximately $1.9 billion net to BEP), highlighted by transactions including the privatization of NioN, the carve-out of Geronimo Power, and increased investment in Isahan.
Strong Capacity Additions and Contracting
Commissioned a record >8 GW of new capacity globally in 2025 and signed contracts on over 9 GW; on track for a ~10 GW per-year new capacity run rate by 2027.
Successful Asset Recycling Program
Reached agreements generating $4.5 billion of proceeds (about $1.3 billion net to BEP) from asset sales at returns above the high end of targets; includes sales of a North American distributed energy platform and a 50% interest in noncore U.S. hydro assets.
Balance Sheet, Liquidity and Financing Strength
Ended the year with $4.6 billion of available liquidity; executed a record >$37 billion of financings in 2025 (including ~$2.2 billion of investment-grade financings). Issued CAD450M 10-year notes and CAD500M 30-year notes at the lowest spreads seen in years; completed a $650 million bought deal equity raise.
Battery / Energy Storage Acceleration
Acquisition of battery platform (NaoN / Nayeon) significantly expanded storage footprint; expect to quadruple battery storage capacity over the next three years to over 10 GW, including a >1 GW standalone battery project advanced with a sovereign wealth fund.
Hydro and Nuclear Strategic Wins
Hydroelectric segment FFO of $607 million, up 19% year-over-year; signed three 20-year inflation-linked PPAs with hyperscalers at strong pricing and a framework with Google to deliver up to 3 GW of U.S. hydro. Investment in Westinghouse and a landmark U.S. government agreement to deliver new reactors provide long-term contracted demand and lifecycle service revenues.
Distribution Increase and Long-Term Return Target
Raised annual distribution by >5% to $1.468 per unit; achieved 15 consecutive years of annual distribution growth of at least 5%; reiterated long-term total return target of 12%–15%.
Exceptional Results in Distributed Energy & Sustainable Solutions
Distributed energy storage and sustainable solutions segments generated record results of $614 million, up ~90% year-over-year, driven by development growth, the battery platform acquisition, and Westinghouse performance.
BEP 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
BEP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $28.45 | $29.83 | +4.85% |
Nov 05, 2025 | $30.86 | $29.96 | -2.92% |
Aug 01, 2025 | $26.79 | $25.12 | -6.23% |
May 02, 2025 | $22.20 | $21.86 | -1.53% |
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 Renewable Energy Partners (BEP) report earnings?
Brookfield Renewable Energy Partners (BEP) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Brookfield Renewable Energy Partners (BEP) earnings time?
Brookfield Renewable Energy Partners (BEP) 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 BEP EPS forecast?
BEP EPS forecast for the fiscal quarter 2026 (Q1) is -0.3.