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Brookfield Corporation (BN)
NYSE:BN
US Market

Brookfield Corporation (BN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.64
Last Year’s EPS
0.56
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized multiple strong operating and financial outcomes across capital raising, deployment, fee-income growth, record distributable earnings, and robust real estate leasing and monetizations. Management outlined clear growth initiatives in Wealth Solutions (including geographic expansion and pension market opportunities), strategic corporate simplification to consolidate capital, and active capital return programs. Key risks discussed include timing uncertainty for carried interest realizations, muted near-term residential activity, competitive/regulatory constraints in certain insurance markets, and P&C risk characteristics. Overall, the positives — sizable capital base, record results, fundraising momentum, strong fee growth, and improving real estate fundamentals — materially outweigh near-term execution and timing challenges.
Company Guidance
The key forward guidance from the call was focused on Wealth Solutions and corporate growth: on the current trajectory BWS expects to end 2026 with circa $200 billion of insurance assets, deliver over $2.0 billion of distributable earnings to Brookfield and maintain a BWS capital base exceeding $20 billion, while targeting mid‑teens ROE; BWS also expects annualized organic inflows to grow to over $25 billion in the near term, U.S. inflows to exceed $30 billion annually over time, £5+ billion of pension opportunities to be executed annually from the Just acquisition, Asia to generate $3–5 billion of annual flows over time, and the protection franchise to scale float from $8 billion today toward $20–25 billion by decade end; corporate priorities include continued asset‑management fundraising and earnings growth (after 2025 DE of $5.4 billion before realizations and $6.0 billion total), accelerating carried‑interest realizations into H2 2026 and into 2027–28, pursuing the BN/BNT consolidation within ~12 months, and returning capital (Board raised the quarterly dividend 17% to $0.07/share).
Record Distributable Earnings and Net Income
Distributable earnings before realizations were $5.4B (or $2.27/share), an 11% increase year-over-year; total distributable earnings were $6.0B ($2.54/share) and total net income was $3.2B for FY2025.
Large-Scale Capital Raising, Deployment and Liquidity
Raised $112B of capital, deployed $126B, financed ~$175B of assets, completed $91B of asset sales, and ended the year with record deployable capital of $188B and a permanent capital base of $180B.
Strong Asset Management Performance
Asset management generated record results with $2.8B of distributable earnings; fee-bearing capital grew 12% to over $600B and fee-related earnings rose 22% to $3.0B.
Wealth Solutions Growth and Profitability
Brookfield Wealth Solutions delivered $1.7B of distributable earnings (+24% year-over-year), insurance assets exceeded $140B, delivered ROE above mid-teens, and completed $20B of annuity sales in 2025.
Strong Real Estate Operating Fundamentals
Signed nearly 17M sq ft of office leases with net rents averaging 18% higher than expiring leases across super core/core plus portfolios; examples include NYC 2.4M sq ft at +20%, Canada 2.4M sq ft at +10%, London ~800k sq ft at ~+10%; super core/core plus occupancy >95%.
Monetizations at Attractive Returns
Advanced $91B of sales across the business (including $24B real estate, $22B infrastructure, $12B renewable power, $33B private equity & other) with substantially all sales at or above carrying values; realized $560M of carried interest and $11.6B of accumulated unrealized carried interest.
Capital Returns and Share Repurchase
Returned $1.6B to shareholders via dividends and buybacks; repurchased >$1.0B of Class A shares at an average price of $36 (stated as ~50% discount to management's view of intrinsic value); Board declared a 17% increase in the quarterly dividend to $0.07 per share.
Operational Cash Flow Growth in Infrastructure and Renewables
Operating funds from operations in renewable power and transition & infrastructure increased by 14% year-over-year, supporting stable and growing cash flows across operating businesses.
Strategic Initiatives and Corporate Simplification
Announced intent to streamline listed structure (completed BBU combination; planning merger of Brookfield Corporation and BNT) to consolidate market capitalization and support insurance growth while preserving governance and investment processes.
Positive Public Market Performance and Long-Term Track Record
Company stock returned 21% in 2025 and the 30-year compound annual return stands at 19% (example given of $1,000,000 growing to $285,000,000 over 30 years).

Brookfield Corporation (BN) 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

BN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 2026
2026 (Q1)
0.64 / -
0.558
Feb 12, 2026
2025 (Q4)
0.61 / 0.63
0.704-10.54% (-0.07)
Nov 13, 2025
2025 (Q3)
0.61 / 0.58
0.5770.00% (0.00)
Aug 07, 2025
2025 (Q2)
0.59 / 0.54
0.909-40.66% (-0.37)
May 08, 2025
2025 (Q1)
0.60 / 0.56
0.5168.11% (+0.04)
Feb 13, 2025
2024 (Q4)
0.60 / 0.70
0.54728.59% (+0.16)
Nov 14, 2024
2024 (Q3)
0.55 / 0.58
0.49117.34% (+0.09)
Aug 08, 2024
2024 (Q2)
0.51 / 0.91
0.49284.63% (+0.42)
May 09, 2024
2024 (Q1)
0.47 / 0.52
0.4758.66% (+0.04)
Feb 08, 2024
2023 (Q4)
0.46 / 0.55
0.46617.32% (+0.08)
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

BN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2026
$46.62$47.67+2.25%
Nov 13, 2025
$46.83$43.72-6.64%
Aug 07, 2025
$44.88$43.15-3.85%
May 08, 2025
$37.10$38.25+3.10%
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 Corporation (BN) report earnings?
Brookfield Corporation (BN) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
    What is Brookfield Corporation (BN) earnings time?
    Brookfield Corporation (BN) earnings time is at May 07, 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 BN EPS forecast?
          BN EPS forecast for the fiscal quarter 2026 (Q1) is 0.64.

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