BBU Research | Milton Maxwell

BBU

Brookfield Business Partners L.P.

35.39

+0.24+0.68%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Clarios credits, monetizations advanced

1/29/26Jan 29, 2026

Q&A surfaced key details on Clarios' 45X tax credits now processing with IRS and insurance backup, enhancing monetization optionality alongside strong free cash flow. Management advanced BRK IPO plans amid reopening Brazilian markets and reengaged parties for Latrobe returns. Scientific Games hit earnings inflection via UK launch success, prioritizing growth to delever post-downgrade. CDK stabilized churn through tech upgrades and renewals. Buybacks nears $250M completion; deployments stay active. Credits unlock real optionality. Cautiously optimistic tone signals investors to track tax receipts and listings.

Key Stats

Market Cap

3.14B

P/E (TTM)

Basic EPS (TTM)

-1.83

Dividend Yield

0.01%

About

Brookfield Business Partners L.P. is a private equity firm specializing in growth capital, divestitures, and acquisitions. The firm typically invests in business services, infrastructure services, construction, energy, and industrials sector. The firm prefers to invest globally. It prefers to take majority controlling stake in companies. The firm seeks returns of at least 15%-20% on its investments. The firm was founded in 2016 and is based in Hamilton, Bermuda. Brookfield Business Partners L.P. operates as a subsidiary of Brookfield Corporation.

CEO

Mr. Jeffrey Miles Blidner

IPO

6/1/2016

Website

https://www.bbu.brookfield.com

Employees

72,000

Sector

Industrials

Industry

Conglomerates