Brookfield Infrastructure Corporation (BIPC) AI Stock Analysis

Brookfield Infrastructure Corporation, a subsidiary of Brookfield Infrastructure Partners L.P., owns and operates regulated natural gas transmission systems and utilities across several continents. Headquartered in New York, the company operates approximately 2,000 kilometers of natural gas transportation pipelines in Brazil, serving Rio de Janeiro, Sao Paulo, and Minas Gerais. In the United Kingdom, it provides regulated gas and electricity distribution services to residential and commercial customers. In Australia, the business manages an infrastructure network spanning 3.9 million gas and electricity connections along with 61,000 kilometers of operational electricity transmission and distribution lines.

Revenue increased from $1.63B in FY2021 to $3.73B in FY2025, reflecting a 5-year revenue CAGR of 21.2%. Gross margin stood at 63.6% in FY2025, down from 68.0% in FY2021, while operating margin moved from 65.0% to 61.5% over the same period. Profitability has fluctuated significantly: the company reported net income of $1.09B in FY2022 and $113.0M in FY2023, but recorded net losses of -$608.0M in FY2024 and -$245.2M in FY2025. In the trailing twelve months ended June 30, 2026, revenue totaled $3.70B with an operating margin of 58.5%. For the latest quarter ended June 30, 2026, revenue rose 8.5% year-over-year while quarterly earnings expanded by 1569.5%.

As of June 30, 2026, Brookfield Infrastructure held $690.0M in cash and short-term investments against $12.79B in total debt, leading to net debt of $12.10B. The company recorded negative shareholders' equity of -$1.54B on $24.54B in total assets, and its current ratio was 0.53. In FY2025, operating cash flow reached $1.64B and free cash flow was $218.8M after capital expenditures of $1.42B. Over the last five years, the company's share count expanded by 11.7%.

Trading at $37.74 as of October 16, 2026, Brookfield Infrastructure Corporation holds an enterprise value of $16.50B and a market cap of $4.64B. Its price-to-sales multiple is 1.3x and its EV/EBITDA is 6.4x, both lower than the median of its US-listed Utilities peers at 2.4x and 12.1x, respectively. The stock trades at a price-to-book ratio of 37.5x. Over the past year, BIPC fell 14.3%, lagging the S&P 500 return of 16.8%. Over five years, the stock gained 14.8% compared to an 83.0% gain for the benchmark index.

Brookfield Infrastructure Corporation pays a quarterly dividend with a forward annualized payout of $1.82 per share, offering a dividend yield of 4.82%. The company reported a payout ratio of 15.5% and has paid dividends for 7 consecutive years. Over the last five years, its dividend grew at an annualized rate of 12.1%. Its last ex-dividend date was August 31, 2026.

Wall Street coverage tracked in the data includes 1 Strong Sell rating, with 0 Buy, Hold, or Sell ratings. The mean price target is $48.00, representing a 27.2% premium over the last close of $37.74. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.45 and revenue of $5.44B. For the next fiscal year, consensus models EPS of $2.04 on $5.78B in revenue. Over the last four quarters, the company beat EPS estimates 1 time.

This page is an AI-written research summary of Brookfield Infrastructure Corporation (BIPC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BIPC income statement, BIPC balance sheet, BIPC key metrics, BIPC analyst forecast, BIPC chart. See the BIPC stock overview for the latest quote and news.