Brookfield Infrastructure Partners Beats Q3 2026 Estimates as Revenue Rises 9.7% to $6.56B

Brookfield Infrastructure Partners (BIP) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $6.56 billion, up 9.7% from a year earlier, above the $2.20 billion estimate, and adjusted EPS was $0.91, up 107% from a year earlier, above the $0.11 estimate.

Q3 2026 scorecard

By our calculation, revenue was $4.35 billion above the estimate and adjusted EPS was $0.80 above it. The QoQ column compares with the previous quarter's revenue of $6.48 billion and adjusted EPS of -$0.07. The YoY column compares with $5.97 billion and $0.44 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 2 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 8 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $5.97 billion, $6.30 billion, $6.30 billion, $6.48 billion and $6.56 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.12 and revenue of $2.24 billion next quarter, based on 2 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 9.7% increase to $6.56 billion.
• Estimate record. Whether Brookfield Infrastructure Partners returns to beating EPS estimates, which it did in 2 of its last 8 reports.
• Related coverage. See our reports on Oklo, Vistra, Enbridge and Alpha Metallurgical Resources.

Sources: Results are from Brookfield Infrastructure Partners's Nov. 6, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Brookfield Infrastructure Partners's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.