Brookfield Business Partners Q4 Earnings Call Highlights

5 days ago 4

MarketBeat

Fri, January 30, 2026 astatine 10:28 AM CST 9 min read

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Brookfield is nearing completion of a firm reorganization to person into a single, recently listed corporation, expected successful the coming weeks pending regulatory approval, which absorption says volition amended trading liquidity and double index-driven demand.
The concern generated much than $2 billion from superior recycling successful 2025, utilized astir $1 cardinal to repay firm borrowings, invested $700 cardinal successful acquisitions, repurchased astir $235 cardinal of stock, and ended the twelvemonth with astir $2.6 billion of pro forma corporate-level liquidity portion cutting refinancing costs by implicit 50 ground points.
Full-year adjusted EBITDA was $2.4 billion (down from $2.6 billion), but portfolio operational advancement was beardown — Clarios’ underlying EBITDA is up astir 40% (~$700 million), Nielsen delivered ~$800 cardinal of outgo savings and ~350 bps borderline improvement, portion industrials outperformed and infrastructure was weaker aft plus sales.
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Brookfield Business Partners (NYSE:BBU) outlined what it called an “excellent year” successful 2025, highlighting superior recycling, indebtedness reduction, acquisitions, and stock repurchases alongside updates connected operating show crossed cardinal portfolio companies. Management besides said the concern is adjacent to completing a firm reorganization that volition person the concern into a single, recently listed corporation, a determination it expects volition amended liquidity and broaden capitalist access.

Chief Executive Officer Anuj Ranjan said Brookfield Business Partners generated much than $2 cardinal of proceeds from superior recycling during the twelvemonth and utilized that flexibility to repay astir $1 cardinal of firm borrowings. The institution besides invested $700 cardinal successful 4 maturation acquisitions and repurchased astir $235 cardinal of stock, which Ranjan said was done “at a important discount to intrinsic value.”

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Ranjan said Brookfield Business Partners is nearing the extremity of a firm reorganization that volition effect successful a single, recently listed corporation. He said the institution received unitholder and shareholder approvals earlier successful the period and expects to implicit the conversion “over the coming weeks,” pending last regulatory approval. Management said the reorganization should amended trading liquidity, “double the index-driven demand” for its shares, and marque it easier for investors globally to put successful the business.