Brookfield Renewable Partners (TSE:BEP.UT)
TSX:BEP.UT
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.28Last Year’s EPS
-0.3Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record FFO, robust segment-level growth (notably wind/solar and hydro), large-scale capacity additions, meaningful M&A (Boralex), scaled asset recycling with attractive realized returns, and a strengthened liquidity and financing profile. Management acknowledged regional market volatility from geopolitical tensions, weaker U.S. hydrology in places, and the timing/approval risks associated with large transactions and structural changes. On balance, positive operational execution, pipeline scale, and capital strength materially outweigh the noted risks and timing uncertainties.Company Guidance
Record Quarterly and Trailing Twelve-Month FFO
Generated FFO of $375 million in Q1 2026, up 19% year-over-year (15% per unit), equating to $0.55 per unit. Trailing 12-month FFO was $1.394 billion, or $2.08 per unit, up 13% (12% per unit) versus prior year.
Strong Segment Performance — Hydro, Wind & Solar, Storage
Hydroelectric segment FFO of $210 million, up almost 30% year-over-year (benefiting from Canadian/Colombian generation and a realized gain on a U.S. non-core hydro sale). Wind and solar combined delivered $245 million of FFO, up over 60% year-over-year. Distributed energy, storage and sustainable solutions contributed $58 million of FFO, driven by Westinghouse and development activity.
Significant Growth Deployment and Capacity Additions
Deployed or committed $2.2 billion into growth ($550 million net to BEP). Brought online 1.8 GW of new capacity in the quarter and contracted 1.7 GW from advanced development. Commissioned over 9 GW in the last 12 months (nearly double the capacity delivered two years ago) and remains on track to ~10 GW/year commissioning run rate by 2027.
Major Strategic M&A — Boralex Privatization Agreement
Announced agreement to acquire a 70% interest in Boralex at an implied enterprise value of $6.5 billion (subject to approvals), with la Caisse increasing to 30%. Transaction expected to be accretive on close and provides scale in Canada plus opportunities to accelerate development and integrate storage.
Robust Asset Recycling and New Monetization Vehicle
Scaled capital recycling with announced or closed asset sales expected to generate approximately $2.8 billion of proceeds (~$820 million net to BEP) and nearly $3 billion of proceeds (over $800 million net) highlighted in commentary. Launched Northview Energy (seed sale of 22 assets) generating $1.3 billion proceeds ($315 million net to BEP), with framework to source additional dropdowns and up to ~$1.5 billion incremental gross proceeds over time.
Strong Financing Activity and Liquidity Position
Completed almost $4 billion of financings in the quarter, ended with over $4.7 billion of available liquidity. Issued C$500 million of 30-year notes at the tightest spread achieved; average corporate-level debt maturity extended to ~14 years (longest in company history).
Successful Realizations and Attractive Returns from Exits
CleanMax IPO sold ~50% of the interest, returning all original invested capital and delivering a reported ~25% IRR to date. Other recycling and platform exits reported to be generating returns at or above the high end of Brookfield’s target range.
Favorable Market Backdrop and Nuclear Progress
Management highlighted accelerating global energy demand and heightened focus on energy security as supportive long-term drivers. Progress reported on U.S. nuclear development (Westinghouse AP1000 long-lead activity) and momentum with government/utility stakeholders, positioning the company to capture large-scale baseload opportunities.
Brookfield Renewable Partners (TSE:BEP.UT) Earnings, Revenues Date & History
TSE:BEP.UT 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
TSE:BEP.UT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | C$37.85 | C$40.13 | +6.03% |
Nov 05, 2025 | C$42.95 | C$41.69 | -2.95% |
Aug 01, 2025 | C$36.71 | C$34.27 | -6.65% |
May 02, 2025 | C$30.43 | C$29.86 | -1.90% |
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 Partners (TSE:BEP.UT) report earnings?
Brookfield Renewable Partners (TSE:BEP.UT) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is Brookfield Renewable Partners (TSE:BEP.UT) earnings time?
Brookfield Renewable Partners (TSE:BEP.UT) earnings time is at Jul 31, 2026, Before Open (Confirmed).
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What is TSE:BEP.UT EPS forecast?
TSE:BEP.UT EPS forecast for the fiscal quarter 2026 (Q2) is -0.28.