LIVE

BIPC

Brookfield Infrastructure Corporation

BIPC

NYSE·Utilities·Regulated Gas·Mkt cap $4.6B

$39.00

+2.07%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$34.18 - $51.72

P/E

-6.34

Fwd P/E

300.00

Beta

1.29

Div Yield

4.63%

Avg Vol

1.2M

Shares Out

120.0M

Mkt Cap

$4.6B

Price action

Price chart

Down 10.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Regulated utility model with predictable, inflation-protected cash flows
  • Essential infrastructure with high barriers to entry and customer switching costs
  • Diversified geographic footprint across Brazil, UK, and Australia reducing concentration risk
  • Parent company backing from Brookfield Infrastructure Partners providing capital and operational expertise
  • Large-scale operational assets (2,000+ km pipelines, 3.9M connections, 61,000+ km transmission lines)

Bear Case

2 risks

  • Average volatility.
  • Extreme premium - high expectations embedded

Growth

Turning profitable

Infrastructure modernization and grid upgrades in mature markets

Value

Extreme premium - high expectations embedded

Momentum

Stable

-4.9% over 3m

Quality

Excellent

Solid business

Dividend

Solid

4.63% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 28, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of -$0.83 vs $2.70 consensus (-130.7% surprise). Revenue of $884.0M vs $930.8M expected (-5.0%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-130.7%

Next: Apr 28, 2026

Revenue trend · last 8Q

+0%

+3%

-5%

+1%

+3%

-6%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$907.8M

$912.0M

$944.0M

$926.2M

$880.8M

$906.7M

$970.7M

$871.8M

Margins · last 8Q

Gross

61.0%

Operating

58.6%

Profit

-12.7%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

0%

Sell

1

100%

Median Price Target

Latest: Morgan Stanley · May 20, 2026

vs Industry

How BIPC stacks vs Regulated Gas

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.