| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 56 | — | 17.8x | Around median | |
Growth | 69 | 2.2% | 7.1% | Top tier | |
Quality | 67 | 16.1% | 4.5% | Top tier | |
Safety | 32 | 3.1x | 2.6x | Bottom tier | |
Capital Return | 68 | 5.17% | 2.12% | Top tier | |
Momentum | 26 | -0.7% | 2.9% | Bottom tier | |
Sentiment | 2 | 1 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Brookfield Infrastructure Corporation operates through a global portfolio of infrastructure assets across utilities, transport, midstream, and data, with economics benefiting from inflation-linked tariffs, long-term contracts, and investments entering the regulated asset base. Its model combines organic growth, bolt-on acquisitions, and the development of new projects, followed by capital recycling through the sale of mature assets and reinvestment of the proceeds in opportunities targeting higher returns. In Q2 FY2024, funds from operations reached $608 million, up 10% year over year, supported by intermodal logistics, an increased stake in the Brazilian rail and logistics business, and three investments in data center platforms.
In Q2 FY2025, the company reported revenue of $866 million and gross profit of $563 million, equivalent to a gross margin of approximately 65.0%, but incurred a net loss of $309 million and a negative net margin of approximately 35.7%. By comparison, Q2 FY2024 revenue was approximately $908 million, gross profit was $579 million, and net income was $643 million; revenue therefore declined by approximately 4.6%, while the net result shifted from profit to loss. For FY2025, revenue and gross profit remained broadly stable at $3.7 billion and $2.3 billion, respectively, while net income increased to $700 million from $72 million in FY2024.
The latest available segment details, for Q2 FY2024, show that transport was the largest reported contributor to funds from operations at $319 million, up 60% year over year, followed by utilities at $180 million, midstream at $143 million, and data at $78 million. Funds from operations in utilities declined from $224 million due to capital recycling and higher interest costs, while the data segment grew 8% with contributions from the acquisition of 40 colocation sites and two hyperscale data center platforms. Segment figures do not directly equal consolidated funds from operations because of corporate-level items and adjustments.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average price target of $50 and identical high and low targets of $50; this target is below and only slightly removed from the 52-week range high of $51.72, while the range low is $34.18. No comparable price-to-earnings ratio is available, and the valuation assessment remains constrained by the shift in the Q2 FY2025 net result to a loss of $309 million, despite FY2025 net income rising to $700 million.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Brookfield Infrastructure Corporation relies on infrastructure assets distributed across utilities, transport, midstream, and data, benefiting from regulated or inflation-linked tariffs and customer contracts. In Q2 FY2024, funds from operations reached $319 million in transport, $180 million in utilities, $143 million in midstream, and $78 million in data. Transport growth came from the intermodal logistics platform and the rail and logistics business in Brazil, while the data segment benefited from 40 colocation sites and two hyperscale data center platforms.
EDGAR data showed a net loss of $309 million in Q2 FY2025, compared with a profit of $643 million in Q2 FY2024. Revenue declined from $908 million to $866 million over the comparison period, while gross profit decreased from $579 million to $563 million. The available information does not identify a detailed reason for the shift in net income, so the loss cannot be attributed to a specific item.
The company serves AI-related demand through data centers, the electrical infrastructure required to connect facilities to the grid, and natural gas transmission and storage assets that may support energy needs. In Q2 FY2024, funds from operations in the data segment rose 8% to $78 million, with contributions from acquisitions that included 40 colocation sites and two hyperscale data center platforms. The company was also investing more than $1 billion in building data centers for hyperscale computing customers and developing land in cities including Athens, Chicago, Frankfurt, Milan, and Phoenix.
Corporate liquidity reached $1.9 billion in Q2 FY2024, and only 1% of asset-level debt was due within the following twelve months. The company completed approximately $5 billion of non-recourse financing during that quarter, including the refinancing of $3.4 billion of maturities at an average increase of 50 basis points. Repricing approximately $1 billion of loans also reduced financing costs by more than $7 million annually, and there were no corporate maturities before 2027.
The model involves selling mature assets and reinvesting the proceeds in opportunities targeting higher returns after operational development. Through the end of Q2 FY2024, capital recycling proceeds since the beginning of the year reached approximately $1.4 billion, including nearly $210 million during the quarter. Six additional asset sales were in progress with expected proceeds of approximately $2.5 billion, alongside three advanced transactions, but realizing these proceeds remains dependent on completing the transactions.
The average analyst target is $50, which is also the highest and lowest available target, compared with a 52-week range of $34.18 to $51.72. The consensus indicates “Buy,” but the fact that all target boundaries are identical at a single figure reduces the available information about variation in analyst estimates. No usable price-to-earnings ratio is available, making it important to monitor net income following the Q2 FY2025 loss of $309 million and FY2025 net income of $700 million.
