Added to YB: 2026-09-02
Pitch date: 2026-08-30
BIP [neutral]
Brookfield Infrastructure Partners L.P.
-1.22%
current return
Author Info
Building Arks has 25 years of experience as a professional and private investor. I own stocks for the very long term when I think they can compound at 15%. I write about them here. Sign up for the newsletter.
Company Info
Brookfield Infrastructure Partners L.P. engages in the utilities, transport, midstream, and data businesses.
Market Cap
$17.4B
Pitch Price
$37.57
Price Target
N/A
Dividend
4.78%
EV/EBITDA
9.89
P/E
61.10
EV/Sales
4.34
Sector
Multi-Utilities
Category
growth
Results: Brookfield 2q26 - $BIP
BIP (earnings): Brookfield Infrastructure’s FFO per unit rose 10%, with strong contributions from midstream and data. Public markets are becoming a more effective exit channel: its recently IPO’d U.S. colocation business raised $1.2 billion after quadrupling EBITDA since 2018, while Brookfield retained 64%. AI opportunities span compute, power and infrastructure, with capital committed only after appropriate commercial arrangements are secured and risk-adjusted return objectives are met.
Read full article (1 min)