Brookfield Corporation: EPS $0.54 vs $0.683 expected
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.540 | 0.683 | −20.9% | 0.630 |
| Revenue (USD bn) | — | — | — | 18.920 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 12, 2026 | Q3 FY2026 | 0.540 | 0.683 | −20.9% | — | — | — |
| Aug 13, 2026 | Q2 FY2026 | 0.599 | 0.617 | −2.9% | 1.62 | 1.66 | −2.2% |
| May 14, 2026 | Q1 FY2026 | 0.582 | 0.602 | −3.3% | 1.63 | 1.62 | +0.8% |
| Feb 12, 2026 | Q4 FY2025 | 0.670 | 0.610 | +9.8% | 1.71 | 1.63 | +5.0% |
| Nov 13, 2025 | Q3 FY2025 | 0.630 | 0.593 | +6.2% | 18.92 | 11.77 | — |
| Aug 7, 2025 | Q2 FY2025 | 0.590 | 0.593 | −0.5% | 1.49 | 1.44 | +2.8% |
| May 8, 2025 | Q1 FY2025 | 0.650 | 0.567 | +14.6% | 1.44 | 1.36 | +5.8% |
| Feb 13, 2025 | Q4 FY2024 | 0.670 | 0.850 | −21.2% | 1.28 | 1.29 | −0.7% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Brookfield Corporation results: EPS $0.54 vs $0.683 expected. The results cover the company's Q3 FY2026. EPS came in below analysts' estimate by 20.9%. Revenue figures are not available yet.
EPS was down 14.3% from $0.63 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
Brookfield Corporation’s results reflect diverse earnings sources across asset management, wealth solutions and operating businesses. Investor demand for long-duration assets, essential services and inflation-protected investments supported fundraising, an expanding fee-bearing capital base and growth in fee-related earnings.
Wealth solutions benefited from organic growth, investment performance and the expansion of its insurance platform through the acquisition of Just Group. Broader distribution channels also supported annuity sales, while real asset investments contributed to an improved portfolio yield. Capital deployment and underwriting discipline are therefore important drivers of this business.
Resilient operating cash flows rested on contracted and inflation-linked revenues and demand for essential products and services. In real estate, demand for premium assets and constrained supply supported rent growth. Asset sales enabled accumulated carried interest to become realized earnings, while management highlighted reinvestment of excess cash flows and share repurchases as elements of capital allocation.
What to watch on the earnings call: Demand for infrastructure strategies and the conversion of fundraising into fee-bearing capital, integration of Just Group, development of annuity distribution channels, insurance investment yields and underwriting quality, durability of demand and rents for premium real estate, timing of asset sales and carried interest conversion into cash, and the balance among investment, share repurchases and liquidity.
For the full analysis of Brookfield Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.