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Brookfield Infrastructure
(NYSE:BIP)
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Rating:64Neutral
Price Target:
$45.00
â–²(10.08% Upside)
Action:Reiterated
Date:07/31/26
The score is primarily constrained by balance-sheet risk and cash-flow inconsistency (very high leverage and negative TTM free cash flow). Offsetting factors include a clearly positive price trend (trading above major moving averages) and constructive earnings-call takeaways (10% FFO growth, broad segment performance, and strong capital recycling), while valuation remains a headwind due to the high P/E despite a supportive dividend yield.
Positive Factors
Diversified regulated cash flows
Brookfield Infrastructure's portfolio of regulated utilities, transport, midstream and contracted data assets creates recurring, inflation-linked cash flows and long-term contracts. That structural cash stability supports predictable revenue, underwriting of large projects and durable distribution capacity over years.
Negative Factors
Very high leverage
Extremely elevated leverage materially limits financial flexibility and magnifies refinancing and interest-rate risk. Large interest and debt servicing needs compress net margins and free cash flow, making the partnership sensitive to market disruptions and dependent on frequent monetizations or capital-market access to manage obligations.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified regulated cash flows
Brookfield Infrastructure's portfolio of regulated utilities, transport, midstream and contracted data assets creates recurring, inflation-linked cash flows and long-term contracts. That structural cash stability supports predictable revenue, underwriting of large projects and durable distribution capacity over years.
Read all positive factors
Brookfield Infrastructure Key Performance Indicators (KPIs)
Any
Adjusted EBITDA by Segment
Measures earnings before interest, taxes, depreciation, and amortization for each business segment, highlighting profitability and operational efficiency across different parts of the company.
Measures earnings before interest, taxes, depreciation, and amortization for each business segment, highlighting profitability and operational efficiency across different parts of the company.
Data provided by:
The Fly
The FlyBrookfield Infrastructure (BIP) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$19.23B
Dividend Yield4.24%
Average Volume (3M)810.54K
Price to Earnings (P/E)59.7
Beta (1Y)0.69
Revenue Growth16.38%
EPS Growth3611.34%
CountryUS
Employees52,000
SectorUtilities
Sector Strength65
IndustryDiversified Utilities
Share Statistics
EPS (TTM)0.70
Shares Outstanding460,488,800
10 Day Avg. Volume1,065,376
30 Day Avg. Volume810,544
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)2.85
Price to Sales (P/S)0.69
P/FCF Ratio59.64
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$48.25Price Target Upside18.03% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)1.22
Revenue Forecast (FY)$11.23B
Brookfield Infrastructure Business Overview & Revenue Model
Company Description
Brookfield Infrastructure Partners L.P. (BIP) possesses and operates a varied portfolio of essential infrastructure assets. These investments span utilities, transportation networks, midstream energy infrastructure, and digital data platforms acro...
How the Company Makes Money
BIP makes money primarily by owning infrastructure assets that generate recurring cash flows under regulated frameworks, long-term contracts, or other stable commercial arrangements. Revenue is largely earned through: (1) Utilities: collecting reg...
Brookfield Infrastructure Earnings Call Summary
Earnings Call Date:Jul 30, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Positive
The call emphasized robust operating performance and strong capital recycling, with FFO growth across all segments, a successful IPO and nearly $1.2B of monetizations year-to-date, and accelerating AI infrastructure deal flow (DOE project, sovereign compute, Bloom expansion). Challenges include foregone comparable earnings from prior disposals, timing and back-loaded capital deployment for AI factories, community resistance to data centers, and short-term market anxiety about AI CapEx payoffs. On balance the positives—consistent FFO growth, significant monetization proceeds, an active deployment pipeline, and expanding AI frameworks—outweigh the near-term and execution risks.Positive Updates
Strong Overall FFO Growth
Generated FFO of $702 million ($0.89/unit), a 10% increase versus the prior year (quarterly and year-to-date), in line with management's long-term growth target.
Negative Updates
Foregone Earnings from Prior Asset Sales
Comparables were reduced by foregone earnings from dispositions: largest of four Brazilian electricity transmission concessions and Mexican regulated gas transmission (Utilities) and partial sales of Australian and U.K. transport assets (Transport) reduced near-term segment results versus prior-year periods.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Overall FFO Growth
Generated FFO of $702 million ($0.89/unit), a 10% increase versus the prior year (quarterly and year-to-date), in line with management's long-term growth target.
Read all positive updates
Company Guidance
Management reiterated that results and strategic guidance remain on track: Q2 FFO was $702 million ($0.89/unit), up 10% y/y (quarter and YTD) and in line with its long‑term growth target driven by organic growth in a 6–9% range; segment FFOs were Utilities $196M (+5%), Transport $311M (+7%, volumes +3–7%), Midstream $183M (+17%) and Data $154M (+36%). They reported nearly $1.2B of proceeds from asset sales YTD (including ~ $100M net from Indian sell‑downs, ~$60M from a contracted container portfolio and ~$20M from railcar leasing), have secured/deployed >$800M into new investments H1, and retained 64% of the $1.2B gross‑proceeds U.S. colocation IPO (capacity scaled from 115MW to ~390MW with potential to ~1GW). On AI infrastructure, management highlighted projects including a DOE site in Kentucky (>1.2 GW compute), a 200MW South Korea campus, an expanded Bloom Energy CapEx framework (from $5B to $25B), a multi‑year equity deployment cadence targeting roughly $300–500M (or previously framed $500M) annually as the strategy scales, and a multi‑gigawatt/100+ GW market opportunity over the decade; they expect corporate simplification to complete in Q4 2026 (special meetings Oct 14) and remain confident in meeting this year’s capital‑recycling objectives while self‑funding growth.Brookfield Infrastructure Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
38
Negative
Cash Flow
49
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 25.06B | 23.10B | 21.04B | 17.93B | 14.43B | 11.54B |
| Gross Profit | 6.65B | 6.22B | 5.36B | 4.46B | 3.92B | 3.29B |
| EBITDA | 11.44B | 11.01B | 8.64B | 7.02B | 5.69B | 6.61B |
| Net Income | 405.00M | 449.00M | 351.00M | 367.00M | 341.00M | 766.00M |
Balance Sheet | ||||||
| Total Assets | 121.95B | 128.15B | 104.59B | 100.78B | 72.97B | 73.96B |
| Cash, Cash Equivalents and Short-Term Investments | 3.08B | 2.33B | 2.43B | 2.44B | 2.27B | 1.81B |
| Total Debt | 62.47B | 69.12B | 56.35B | 49.57B | 33.83B | 33.12B |
| Total Liabilities | 89.42B | 92.61B | 74.74B | 66.77B | 47.41B | 47.57B |
| Stockholders Equity | 0.00 | 5.62B | 5.62B | 6.24B | 6.29B | 6.84B |
Cash Flow | ||||||
| Free Cash Flow | -576.00M | 268.00M | -322.00M | 1.59B | 356.00M | 705.00M |
| Operating Cash Flow | 6.30B | 5.97B | 4.65B | 4.08B | 3.13B | 2.77B |
| Investing Cash Flow | -18.96B | -12.66B | -6.90B | -12.99B | -3.37B | -1.17B |
| Financing Cash Flow | 13.52B | 7.82B | 2.61B | 9.42B | 56.00M | -995.00M |
Brookfield Infrastructure Technical Analysis
Positive
40.88
Price Trends
38.57
Positive
37.39
Positive
36.12
Positive
Market Momentum
0.80
Negative
74.30
Negative
89.31
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BIP, the sentiment is Positive. The current price of 40.88 is above the 20-day moving average (MA) of 39.47, above the 50-day MA of 38.57, and above the 200-day MA of 36.12, indicating a bullish trend. The MACD of 0.80 indicates Negative momentum. The RSI at 74.30 is Negative, neither overbought nor oversold. The STOCH value of 89.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BIP.
Brookfield Infrastructure Risk Analysis
Brookfield Infrastructure disclosed 88 risk factors in its most recent earnings report. Brookfield Infrastructure reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Brookfield Infrastructure Peers Comparison
UnderperformOutperform
Sector (66)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | $8.67B | 4.03 | 11.03% | 4.55% | 21.84% | -4.20% | |
66 Neutral | $17.65B | 18.10 | 5.60% | 3.62% | 6.62% | 11.55% | |
64 Neutral | $19.23B | 59.66 | 7.74% | 4.33% | 16.38% | 3611.34% | |
64 Neutral | $57.89B | 28.29 | 6.53% | 2.80% | 2.23% | -35.44% | |
59 Neutral | $7.33B | 9.61 | 16.88% | 7.37% | 10.16% | -29.63% | |
58 Neutral | $10.47B | 7.81 | 28.87% | 4.74% | 2.76% | 5.46% |
* Utilities Sector Average
BIP
Brookfield Infrastructure
41.76
11.69
38.87%
CIG
Companhia Energetica Minas Gerais
2.19
0.54
33.05%
SRE
Sempra Energy
88.55
7.90
9.80%
AES
AES
14.68
1.89
14.75%
ELPC
Companhia Paranaense de Energia Sponsored ADR
11.73
4.25
56.80%
Brookfield Infrastructure Corporate Events
Brookfield Infrastructure Posts 10% FFO Growth and Accelerates AI-Focused Capital Recycling
Jul 30, 2026
Brookfield Infrastructure reported strong second-quarter 2026 results on July 30, 2026, with funds from operations per unit rising 10% year-on-year to $0.89, driven by robust contributions from data and midstream assets and solid growth in utiliti...
Brookfield Infrastructure Sets October Special Meeting for Unitholders
Jul 22, 2026
Brookfield Infrastructure Partners L.P., a Bermuda-based limited partnership that owns and operates a diversified portfolio of global infrastructure assets and is listed on the New York Stock Exchange, continues to function as a foreign private is...
Brookfield Infrastructure Moves to Unify Listings in Single Corporate Entity
Jul 22, 2026
On July 21, 2026, Brookfield Infrastructure announced plans to simplify its corporate structure by converting Brookfield Infrastructure Partners L.P. and Brookfield Infrastructure Corporation into a single publicly traded entity, Brookfield Infras...
Brookfield Infrastructure Files Q1 2026 Interim Results and Certifications
May 8, 2026
Brookfield Infrastructure Partners has filed a Form 6-K for May 2026, furnishing its unaudited interim condensed and consolidated financial statements and related management discussion for the quarter ended March 31, 2026. The filing also includes...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.