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Earnings transcript
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BIP
Brookfield Infrastructure Partners L.P.
$36.35
0.02
(0.06%)
| Exchange: | NYSE |
| Market Cap: | 16.739B |
| Shares Outstanding: | 52.29M |
Delayed data
About The Company
| Sector: | UtilitiesView sector performance | |||||
| Industry: | Diversified UtilitiesView industry performance | |||||
| CEO: | Samuel J. Pollock | |||||
| Full Time Employees: | 52000 | |||||
| Address: |
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| Website: | https://www.bip.brookfield.com |
Brookfield Infrastructure Partners L.P. (BIP) possesses and operates a varied portfolio of essential infrastructure assets. These investments span utilities, transportation networks, midstream energy infrastructure, and digital data platforms across key global regions, specifically North and South America, Europe, and the Asia Pacific. Within its Utilities division, BIP manages an expansive network. This includes roughly 61,000 kilometers of active electricity transmission and distribution lines, augmented by another 5,300 kilometers dedicated solely to electricity transmission. The segment also oversees 4,200 kilometers of natural gas pipelines, providing service to 7.3 million electricity and natural gas connections. Additionally, it administers 360,000 long-term contracted sub-metering services. Complementary offerings extend to heating and cooling solutions, natural gas distribution, water heater provisions, and rental services for heating, ventilation, and air conditioning systems, along with other home-related amenities. The Transport segment is dedicated to facilitating the movement, storage, and handling of goods (merchandise and commodities) as well as passengers. Its substantial infrastructure comprises approximately: 22,000 km of track An additional 5,500 km of track network 4,800 km of railway lines 3,800 km of motorways 13 port terminals BIP’s Midstream division specializes in natural gas services, encompassing transmission, gathering, processing, and storage. Its assets in this area consist of: Approximately 15,000 km of natural gas transmission pipelines A natural gas storage capacity of 600 billion cubic feet 17 natural gas processing facilities 3,900 km of gas gathering pipelines A single petrochemical processing complex The Data segment maintains a comprehensive digital infrastructure footprint. This includes: Around 148,000 operational telecommunication towers 8,000 multi-purpose towers and active rooftop sites 10,000 km of primary fiber backbone 1,600 cell sites Approximately 12,000 km of fiber optic cabling 2,100 active telecommunication towers 70 distributed antenna systems (DAS) 50 data centers with a collective critical load capacity of 200 megawatts. Established in 2007, Brookfield Infrastructure Partners L.P. has its headquarters in Hamilton, Bermuda. The entity functions as a subsidiary of Brookfield Asset Management Inc.
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Revenue Segmentation
BIP full analysis
Welcome to MARKETSNAP’s SWOT analysis for Brookfield Infrastructure Partners, also known by its ticker BIP. If you’re a long-term investor looking to build wealth through smart investments, you’re in the right place. Today, we’re diving deep into a company that’s a major player in the infrastructure space, and I’m excited to break down what makes this stock tick, what’s holding it back, and where it could be headed. So, let’s get started with a quick overview of who they are…
Industry Peers
| TICKER | COMPANY | MKT CAP | P/E | FWD P/E | ROIC |
|---|---|---|---|---|---|
| BIP | Brookfield Infrastructure Partners L.P. | 16.7B | 51.7 | 63.8 | 4.4% |
 AQNB | Algonquin Power & Utilities Corp. | 18.8B | 28.0 | — | 2.5% |
 SREA | Sempra | 12.3B | 23.4 | 3.7 | 3.0% |
 AES | The AES Corporation | 10.7B | 5.7 | 6.5 | 4.4% |
 AQN | Algonquin Power & Utilities Corp. | 4.0B | 28.0 | 14.3 | 2.5% |
 ALE | ALLETE, Inc. | 3.9B | 23.8 | 16.6 | 1.9% |
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 17,931,000 | 21,039,000 | 23,100,000 |
| Gross Profit | 4,461,000 | 5,363,000 | 6,224,000 |
| EBITDA | 7,022,000 | 8,636,000 | 11,013,000 |
| Operating Income | 4,048,000 | 4,958,000 | 5,798,000 |
| Net Income | 367,000 | 351,000 | 449,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 100,784,000 | 104,590,000 | 128,150,000 |
| Total Liabilities | 66,768,000 | 74,737,000 | 92,610,000 |
| Total Stockholders Equity | 6,239,000 | 5,622,000 | 5,618,000 |
| Total Debt | 49,574,000 | 51,094,000 | 64,498,000 |
| Cash and Cash Equivalents | 1,857,000 | 2,071,000 | 3,201,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 4,078,000 | 4,653,000 | 5,971,000 |
| Capital Expenditure | -2,487,000 | -4,975,000 | -5,703,000 |
| Free Cash Flow | 1,591,000 | -322,000 | 268,000 |
| Net Income | 1,448,000 | 1,683,000 | 449,000 |
| Net Change in Cash | 578,000 | 214,000 | 1,130,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 8,853,291.480 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 11,730,708.518 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 10,292,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (High) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (Avg) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Net Income (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 222,976.437 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 295,446.230 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 259,211.334 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 0 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: BIP reported strong financial results in the Q3 2024 earnings call, with key metrics indicating solid revenue growth and improved operating income. This performance reflects effective operational management and a strong business model within the infrastructure sector.
- Strong Liquidity Position: The earnings call highlighted BIP’s confidence in its liquidity, supported by a healthy balance sheet with significant cash and cash equivalents (as per balance sheet data). This provides financial flexibility for future investments and debt management.
- Diversified Revenue Streams: Revenue product and geographic segment data show BIP’s diversified operations across multiple regions and product categories, reducing dependency on any single market and enhancing stability.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates BIP intrinsic value between $13.24 – $14.12 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about BIP valuation
Is Brookfield Infrastructure Partners L.P. (BIP) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Brookfield Infrastructure Partners L.P. (BIP) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BIP a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BIP trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BIP’s P/E ratio?
You can see BIP’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BIP?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is BIP a good long-term investment?
Whether BIP fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
BIP
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Daily snapshot
0.06
Trading Metrics:
| Open: | 36.19 | Previous Close: | 36.33 | |
| Day Low: | 35.52 | Day High: | 36.43 | |
| Year Low: | 33.21 | Year High: | 44.04 | |
| Price Avg 50: | 37.3 | Price Avg 200: | 37.31 | |
| Volume: | 606081 | Average Volume: | 853572 |
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