Press Release: Brookfield Infrastructure Reports Solid 2025 Year-End Results & Declares 17th Consecutive Distribution Increase

Dow Jones01-29

This news release constitutes a "designated news release" for the purposes of the prospectus supplement dated November 19, 2025 to the short form base shelf prospectus of Brookfield Infrastructure Corporation and Brookfield Infrastructure Partners L.P. dated January 29, 2025.

BROOKFIELD, NEWS, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (Brookfield Infrastructure, BIP, or the Partnership) (NYSE: BIP; TSX: BIP.UN) today announced its results for the year ended December 31, 2025.

"In 2025 we exceeded our ambitious $3 billion capital recycling target and funded five new investments, showcasing our self-funding strategy." said Sam Pollock, Chief Executive Officer of Brookfield Infrastructure. "We expect FFO to inflect higher in 2026 as these investments fully contribute to results and we expand our growth pipeline to include AI infrastructure."

 
                                  For the twelve months ended December 31 
                               --------------------------------------------- 
US$ millions (except per unit 
amounts), unaudited(1)                     2025                   2024 
Net income attributable to 
 the partnership(2)               $             1,091    $               391 
  -- per unit(3)                                 0.90                   0.04 
FFO(4)                                          2,627                  2,468 
  -- per unit(5)                                 3.32                   3.12 
-----------------------------  ----  ----------------  ---  ---------------- 
 

For the year ended December 31, 2025, we reported net income attributable to the partnership of $1.1 billion. Current year results benefited from strong operational performance and realized gains associated with our capital recycling activities, partially offset by mark-to-market changes on our corporate foreign exchange hedging program.

BIP generated funds from operations (FFO) of $2.6 billion or $3.32 on a per unit basis in 2025. This was 10% above our normalized FFO and a 6% increase in total compared to 2024. Organic growth for the year was at the high end of our target range driven by elevated levels of inflation in the countries where we operate, stronger volumes across our critical infrastructure networks and the commissioning of over $1.5 billion of new capital projects from our backlog. In addition, we completed over $1.1 billion of new acquisitions during 2025 that partially contributed to earnings, the impact of which was more than offset by earnings foregone from over $3 billion of asset sales completed during the year.

Segment Performance

The following table summarizes FFO by segment:

 
                               For the twelve months ended December 31 
                          ------------------------------------------------- 
US$ millions, unaudited             2025                      2024 
                                                    ---  -------------- 
FFO by segment 
  Utilities                 $             786         $             760 
  Transport                             1,144                     1,224 
  Midstream                               668                       625 
  Data                                    502                       333 
  Corporate                              (473)                     (474) 
------------------------  ---  --------------       ---  -------------- 
FFO                         $           2,627         $           2,468 
------------------------  ---  --------------  ---  ---  -------------- 
 

The utilities segment generated FFO of $786 million, which on a comparable basis was up 7% year over year. The base business continued to perform well during the year, driven by inflation indexation across the portfolio and the contribution of approximately $500 million of capital commissioned into rate base over the last twelve months. Results also partially benefited from our acquisition of a South Korean industrial gas business that closed in December, and together with the strong base business performance, more than offset the loss of earnings from the sale of our Mexican regulated natural gas transmission pipelines.

FFO for the transport segment was $1,144 million, in line with the prior year after normalizing for asset sales and foreign exchange. During the year, we completed capital recycling initiatives totaling approximately $1.8 billion of proceeds. The loss of earnings from these sales was partially offset by higher revenues across our transportation networks, particularly in our rail and toll road segments, where volumes and rates grew by an average of 2% and 3% respectively.

The midstream segment generated FFO of $668 million, representing a 7% year over year increase. This growth reflects higher volumes and activity levels across our midstream assets, particularly at our Canadian natural gas gathering and processing operation and our recently acquired U.S. refined products pipeline system. This contribution more than offsets the loss of earnings from the sale of our U.S. gas pipeline.

Lastly, FFO for the data segment was $502 million, representing a step change increase of over 50% compared to the prior year period. The increase is attributable to several new investments completed over the last twelve months, the most recent being our U.S. bulk fiber network, which is now fully contributing to earnings. In addition, we achieved strong organic growth across our data storage business, which included the commissioning of 220 MW of capacity at our hyperscale data centers, 200 MW of new billings at our U.S. retail colocation data center operation and income generated by our global data center developers. Our platform now has development potential of approximately 3.6 GW, including 1.2 GW of operating capacity, a contracted project backlog of 1.1 GW, and a total land bank of 1.3 GW.

Update on Strategic Initiatives

Transaction activity accelerated in 2025, with $1.5 billion of new investments. We expect this momentum to carry into 2026 based on a robust pipeline of new investment opportunities that continues to be diversified across sectors and geographies.

During the quarter, we completed the inaugural project under the framework agreement with Bloom Energy, installing 55 MW of behind the meter power for a data center site in the U.S. We have since secured additional projects under the framework for several hyperscaler customers, bringing the total to approximately 230 MW of power generation. These additional projects have contract terms of at least 15 years in length. BIP's total equity investment associated with these projects to date is expected to be approximately $50 million, and fully deployed by mid-2027.

Also during the quarter, we closed the acquisition of a South Korean industrial gas business that is the leading supplier of industrial gases to investment grade semiconductor manufacturers in the country. The total equity purchase price is $500 million (BIP's share -- approximately $125 million).

On January 1, we closed the acquisition of a leading railcar leasing platform in partnership with GATX, a best-in-class railcar lessor. The business is highly cash-generative, providing stable cash flows that are supported by a diversified, and largely investment-grade, customer base. The total equity consideration is approximately $1.2 billion (BIP's share -- approximately $300 million).

Asset sales also accelerated in 2025. We achieved a record $3.1 billion in proceeds raised and we believe that the elevated pace of capital recycling will continue into the year ahead. We have two transactions already secured that crystallize attractive returns, giving us conviction in our ability to realize $3 billion of asset sale proceeds during 2026.

First, we agreed to sell the largest of four concessions within our Brazilian electricity transmission operation that spans over 1,200 kilometers. We expect proceeds of approximately $150 million net to BIP, generating an attractive IRR of 45% and an 8.5x multiple of capital, with closing anticipated in Q1 2026. Following this sale, we will have completed divestments of six of the nine concessions, with the remaining concessions expected to be sold this year.

Second, we partnered on a portfolio of stabilized and under-construction data centers in North America. Proceeds are expected to be used to support the build out of our powered land bank. An initial tranche of assets is expected to close this quarter, with the remaining under-construction projects expected to close on a programmatic basis upon completion over the next two years under a pre-agreed pricing framework.

Distribution and Dividend Increase

The Board of Directors has declared a quarterly distribution in the amount of $0.455 per unit, payable on March 31, 2026 to unitholders of record as at the close of business on February 27, 2026. This distribution represents a 6% increase compared to the prior year. The regular quarterly dividends on the Cumulative Class A Preferred Limited Partnership Units, Series 9 and Series 11 have been declared, which will also be payable on March 31, 2026 to holders on February 27, 2026. The Series 13 and Series 14 regular quarterly dividends have also been declared and will be payable on March 16, 2026 to holders on February 27, 2026. In conjunction with the Partnership's distribution declaration, the Board of Directors of BIPC has declared an equivalent quarterly dividend of $0.455 per share, payable on March 31, 2026 to shareholders of record as at the close of business on February 27, 2026.

Conference Call and Quarterly Earnings Details

Investors, analysts and other interested parties can access Brookfield Infrastructure's fourth quarter 2025 results, as well as the annual letter to unitholders and supplemental information, at https://bip.brookfield.com.

To participate in the Conference Call today at 9:00am ET, please pre-register at https://register-conf.media-server.com/register/BI235cb3564cba4fc5ac36dda513da717d. Upon registering, you will be emailed a dial-in number and direct passcode. The Conference Call will also be Webcast live at https://edge.media-server.com/mmc/p/26osgyhy/.

Additional Information

The Board has reviewed and approved this news release, including the summarized unaudited financial information contained herein.

About Brookfield Infrastructure

Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. We are focused on assets that have contracted and regulated revenues that generate predictable and stable cash flows. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN), a Bermuda-based limited partnership, or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC), a Canadian corporation. Further information is available at https://bip.brookfield.com.

Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, a global alternative asset manager with over $1 trillion of assets under management. For more information, go to https://brookfield.com.

Contact Information

 
Media                               Investor Relations Stephen Fukuda Senior 
 John Hamlin                        Vice President, Corporate Development & 
 Director, Communications           Investor Relations Tel: +1 (416) 956-5129 
 Tel: +44 204 557-4334              Email: stephen.fukuda@brookfield.com 
 Email: john.hamlin@brookfield.com 
 

Cautionary Statement Regarding Forward-looking Statements

This news release may contain forward-looking information within the meaning of Canadian provincial securities laws and "forward-looking statements" within the meaning of applicable securities laws. The words "will", "target", "future", "growth", "expect", "believe", "may", derivatives thereof and other expressions which are predictions of or indicate future events, trends or prospects and which do not relate to historical matters, identify the above mentioned and other forward-looking statements. Forward-looking statements in this news release may include statements regarding expansion of Brookfield Infrastructure's business, the likelihood and timing of successfully completing the transactions referred to in this news release, statements with respect to our assets tending to appreciate in value over time, the future performance of acquired businesses and growth initiatives, expectations regarding FFO growth, the commissioning of our capital backlog, the pursuit of projects in our pipeline, the level of distribution growth over the next several years and our expectations regarding returns to our unitholders as a result of such growth. Although Brookfield Infrastructure believes that these forward-looking statements and information are based upon reasonable assumptions and expectations, the reader should not place undue reliance on them, or any other forward-looking statements or information in this news release. The future performance and prospects of Brookfield Infrastructure are subject to a number of known and unknown risks and uncertainties. Factors that could cause actual results of Brookfield Infrastructure to differ materially from those contemplated or implied by the statements in this news release include general economic conditions in the jurisdictions in which we operate and elsewhere which may impact the markets for our products and services, the ability to achieve growth within Brookfield Infrastructure's businesses and in particular completion on time and on budget of various large capital projects, which themselves depend on access to capital and continuing favorable commodity prices, and our ability to achieve the milestones necessary to deliver the targeted returns to our unitholders, the impact of market conditions on our businesses, the fact that success of Brookfield Infrastructure is dependent on market demand for an infrastructure company, which is unknown, the availability of equity and debt financing for Brookfield Infrastructure, the impact of health pandemics on our business and operations, the ability to effectively complete transactions in the competitive infrastructure space (including the ability to complete announced and potential transactions that may be subject to conditions precedent, and the inability to reach final agreement with counterparties to transactions referred to in this press release as being currently pursued, given that there can be no assurance that any such transaction will be agreed to or completed) and to integrate acquisitions into existing operations, the future performance of these acquisitions, changes in technology which have the potential to disrupt the business and industries in which we invest, the market conditions of key commodities, the price, supply or demand for which can have a significant impact upon the financial and operating performance of our business and other risks and factors described in the documents filed by Brookfield Infrastructure with the securities regulators in Canada and the United States including under "Risk Factors" in Brookfield Infrastructure's most recent Annual Report on Form 20-F and other risks and factors that are described therein. Except as required by law, Brookfield Infrastructure undertakes no obligation to publicly update or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise. References to Brookfield Infrastructure are to the Partnership together with its subsidiaries and operating entities. Brookfield Infrastructure's results include limited partnership units held by public unitholders, redeemable partnership units, general partnership units, Exchange LP units, BIPC exchangeable LP units and BIPC exchangeable shares and class A.2 exchangeable shares.

Any statements contained herein with respect to tax consequences are of a general nature only and are not intended to be, nor should they be construed to be, legal or tax advice to any person, and no representation with respect to tax consequences is made. Unitholders and shareholders are urged to consult their tax advisors with respect to their particular circumstances.

References to Brookfield Infrastructure are to the Partnership together with its subsidiaries and operating entities. Brookfield Infrastructure's results include limited partnership units held by public unitholders, redeemable partnership units, general partnership units, Exchange LP units, BIPC exchangeable LP units and BIPC exchangeable shares and class A.2 exchangeable shares.

References to the Partnership are to Brookfield Infrastructure Partners L.P.

   1. Please refer to page 11 for results of Brookfield Infrastructure 
      Corporation. 
 
   2. Includes net income attributable to limited partners, the general partner, 
      and non-controlling interests -- Redeemable Partnership Units held by 
      Brookfield, Exchange LP units, BIPC exchangeable LP units and BIPC 
      exchangeable shares and class A.2 exchangeable shares. 
 
   3. Average number of limited partnership units outstanding on a time 
      weighted average basis for the twelve-month period ended December 31, 
      2025 was 460.1 million (2024: 461.6 million). 
 
   4. We define FFO as net income excluding the impact of certain non-cash 
      items including depreciation and amortization, deferred income taxes, 
      mark-to-market gains (losses) and other income (expenses) that are not 
      related to normal revenue earning activities or that are not normal, 
      recurring cash operating expenses necessary for business operations. FFO 
      includes income (loss) earned by data center developers which is 
      generated through development, commercialization, and sale of completed 
      sites. The inclusion of this income reflects the operating performance of 
      such investments and includes income (or losses) recognized in the 
      current and prior periods. FFO also includes balances attributable to the 
      Partnership generated by investments in associates and joint ventures 
      accounted for using the equity method and excludes amounts attributable 
      to non-controlling interests based on the economic interests held by 
      non-controlling interests in consolidated subsidiaries. We believe that 
      FFO, when viewed in conjunction with our IFRS results, provides a more 
      complete understanding of factors and trends affecting our underlying 
      operations. FFO is a measure of operating performance that is not 
      calculated in accordance with, and does not have any standardized meaning 
      prescribed by IFRS as issued by the International Accounting Standards 
      Board. FFO is therefore unlikely to be comparable to similar measures 
      presented by other issuers. A reconciliation of net income to FFO is 
      available on page 11 of this release. Readers are encouraged to consider 
      both measures in assessing our company's results. 
 
   5. Average number of partnership units outstanding on a fully diluted time 
      weighted average basis for the twelve-month period ended December 31, 
      2025 was 790.5 million (2024: 792.1 million). 
 
                 Brookfield Infrastructure Partners L.P. 
               Consolidated Statements of Financial Position 
 
                                                       As of December 31 
                                                     --------------------- 
US$ millions, unaudited                                   2025      2024 
                                                                   ------- 
 
Assets 
Cash and cash equivalents                             $    3,201  $  2,071 
Financial assets                                             173       255 
Property, plant and equipment and investment 
 properties                                               69,568    55,910 
Intangible assets and goodwill                            34,975    28,622 
Investments in associates and joint ventures               6,377     5,672 
Assets held for sale                                       2,346     1,958 
Deferred income taxes and other                           11,510    10,102 
---------------------------------------------------      -------   ------- 
Total assets                                          $  128,150  $104,590 
---------------------------------------------------      -------   ------- 
 
Liabilities and partnership capital 
Corporate borrowings                                  $    4,947  $  4,542 
Non-recourse borrowings                                   59,551    46,552 
Financial liabilities                                      3,424     2,780 
Liabilities held for sale                                  1,289     1,209 
Deferred income taxes and other                           23,399    19,654 
 
Partnership capital 
Limited partners                                           4,889     4,704 
General partner                                               25        27 
Non-controlling interest attributable to: 
    Redeemable partnership units held by Brookfield        2,017     1,926 
    Exchangeable units/shares(1)                           1,501     1,417 
    Perpetual subordinated notes                             293       293 
    Interest of others in operating subsidiaries          26,086    20,568 
    Preferred unitholders                                    729       918 
---------------------------------------------------      -------   ------- 
Total partnership capital                                 35,540    29,853 
---------------------------------------------------      -------   ------- 
Total liabilities and partnership capital             $  128,150  $104,590 
---------------------------------------------------      -------   ------- 
 
   1. Includes non-controlling interest attributable to BIPC exchangeable 
      shares and class A.2 exchangeable shares, BIPC exchangeable LP units and 
      Exchange LP units. 
 
                  Brookfield Infrastructure Partners L.P. 
                Consolidated Statements of Operating Results 
 
                                For the twelve months ended December 31 
                           ------------------------------------------------- 
US$ millions, except per 
unit information, 
unaudited                            2025                     2024 
                                                         --------------- 
 
Revenues                     $           23,100       $           21,039 
Direct operating costs                  (16,876)                 (15,676) 
General and 
 administrative expense                    (426)                    (405) 
                                          5,798                    4,958 
Interest expense                         (3,868)                  (3,387) 
Share of earnings from 
 associates and joint 
 ventures                                   627                      439 
Mark-to-market losses                      (548)                     (26) 
Other income (expense)                    1,112                      (31) 
-------------------------  ---  ---------------          --------------- 
Income before income tax                  3,121                    1,953 
Income tax (expense) 
recovery 
    Current                                (745)                    (594) 
    Deferred                                156                      324 
-------------------------  ---  ---------------          --------------- 
Net income                                2,532                    1,683 
Non-controlling interest 
 of others in operating 
 subsidiaries                            (1,441)                  (1,292) 
-------------------------  ---  ---------------          --------------- 
Net income attributable 
 to partnership              $            1,091       $              391 
-------------------------  ---  ---------------          --------------- 
 
Attributable to: 
    Limited partners         $              449       $               57 
    General partner                         322                      294 
    Non-controlling 
    interest 
      Redeemable 
       partnership units 
       held by 
       Brookfield                           188                       23 
      Exchangeable 
       units/shares(1)                      132                       17 
-------------------------  ---  ---------------          --------------- 
Basic and diluted income 
per unit attributable 
to: 
    Limited partners(2)      $             0.90       $             0.04 
-------------------------  ---  ---------------          --------------- 
 
   1. Includes non-controlling interest attributable to BIPC exchangeable 
      shares and class A.2 exchangeable shares, BIPC exchangeable LP units and 
      Exchange LP units. 
 
   2. Average number of limited partnership units outstanding on a time 
      weighted average basis for the twelve-month period ended December 31, 
      2025 was 460.1 million (2024: 461.6 million). 
 
                  Brookfield Infrastructure Partners L.P. 
                    Consolidated Statements of Cash Flows 
 
                                For the twelve months ended December 31 
                           ------------------------------------------------- 
US$ millions, unaudited               2025                     2024 
                                                           ------------- 
 
Operating activities 
Net income                   $              2,532       $          1,683 
Adjusted for the 
following items: 
    Earnings from 
     investments in 
     associates and joint 
     ventures, net of 
     distributions 
     received                                 485                   (156) 
    Depreciation and 
     amortization 
     expense                                4,024                  3,644 
    Mark-to-market, 
     provisions and 
     other                                   (506)                    32 
    Deferred income tax 
     recovery                                (156)                  (324) 
Change in non-cash 
 working capital, net                        (408)                  (226) 
-------------------------  ---  -----------------          ------------- 
Cash from operating 
 activities                                 5,971                  4,653 
-------------------------  ---  -----------------          ------------- 
 
Investing activities 
Net (investments in) 
proceeds from: 
    Operating and held 
     for sale assets                       (7,271)                (2,446) 
    Associates                                439                   (350) 
    Long-lived assets                      (5,703)                (4,366) 
    Financial assets                           95                    350 
Net settlements of 
 foreign exchange 
 contracts                                   (113)                    37 
Other investing 
 activities                                  (108)                  (126) 
-------------------------  ---  -----------------          ------------- 
Cash used by investing 
 activities                               (12,661)                (6,901) 
-------------------------  ---  -----------------          ------------- 
 
Financing activities 
Distributions to limited 
 and general partners                      (1,743)                (1,644) 
Net borrowings 
(repayments): 
    Corporate                                 263                   (144) 
    Subsidiary                              7,927                  8,715 
Net preferred shares 
 redeemed                                    (181)                    -- 
Partnership units 
 (repurchased) issued                          (9)                    11 
Net capital provided by 
 (to) non-controlling 
 interest                                   2,804                 (3,178) 
Lease liability repaid 
 and other                                 (1,243)                (1,148) 
Cash from financing 
 activities                                 7,818                  2,612 
-------------------------  ---  -----------------          ------------- 
 
Cash and cash equivalents 
    Change during the 
     period                  $              1,128       $            364 
    Cash reclassified as 
     held for sale                            (45)                    -- 
    Impact of foreign 
     exchange on cash                          47                   (150) 
    Balance, beginning of 
     period                                 2,071                  1,857 
-------------------------  ---  -----------------          ------------- 
Balance, end of period       $              3,201       $          2,071 
-------------------------  ---  -----------------          ------------- 
 
 
                  Brookfield Infrastructure Partners L.P. 
            Reconciliation of Net Income to Funds from Operations 
 
                                For the twelve months ended December 31 
                           ------------------------------------------------- 
US$ millions, unaudited              2025                      2024 
                                                          -------------- 
 
Net income                   $            2,532        $           1,683 
   Add back or deduct the 
   following: 
      Depreciation and 
       amortization                       4,024                    3,644 
      Share of earnings 
       from investments 
       in associates and 
       joint ventures                      (627)                    (439) 
      FFO contribution 
       from investments 
       in associates and 
       joint ventures(1)                    970                      941 
      Deferred tax 
       recovery                            (156)                    (324) 
      Mark-to-market 
       losses                               548                       26 
      Other (income) 
       expense(2)                          (711)                     387 
-------------------------  ---  ---------------           -------------- 
Consolidated Funds from 
 Operations                               6,580                    5,918 
      FFO attributable to 
       non-controlling 
       interests(3)                      (3,953)                  (3,450) 
-------------------------  ---  ---------------           -------------- 
FFO                          $            2,627        $           2,468 
-------------------------  ---  ---------------  ---      -------------- 
 
   1. FFO contribution from investments in associates and joint ventures 
      correspond to the FFO attributable to the partnership that are generated 
      by its investments in associates and joint ventures accounted for using 
      the equity method. 
 
   2. Other (income) expenses corresponds to amounts that are not related to 
      the revenue earning activities and are not normal, recurring cash 
      operating expenses necessary for business operations. Other 
      income/expenses excluded from FFO primarily includes gains on 
      acquisitions and dispositions of subsidiaries, associates and joint 
      ventures, gains or losses relating to foreign currency translation 
      reclassified from accumulated comprehensive income to other expense, 
      acquisition costs, gains/losses on remeasurement of borrowings, 
      amortization of deferred financing costs, fair value remeasurement 
      gains/losses, accretion expenses on deferred consideration or asset 
      retirement obligations, impairment losses, and gains or losses on debt 
      extinguishment. 
 
   3. Amounts attributable to non-controlling interests are calculated based on 
      the economic ownership interests held by non-controlling interests in 
      consolidated subsidiaries. By adjusting FFO attributable to 
      non-controlling interests, our partnership is able to remove the portion 
      of FFO earned at non-wholly owned subsidiaries that are not attributable 
      to our partnership. 
 
                  Brookfield Infrastructure Partners L.P. 
                Statements of Funds from Operations per Unit 
 
                                  For the twelve months ended December 31 
                               --------------------------------------------- 
US$, unaudited                             2025                   2024 
                                                       ----  --------------- 
 
Income per limited 
 partnership unit(1)              $              0.90     $             0.04 
Add back or deduct the 
following: 
    Depreciation and 
     amortization                                2.19                   2.12 
    Deferred taxes and other 
     items                                       0.23                   0.96 
-----------------------------  ----  ----------------  ----  --------------- 
FFO per unit(2)                   $              3.32     $             3.12 
-----------------------------  ----  ----------------  ----  --------------- 
 
   1. Average number of limited partnership units outstanding on a time 
      weighted average basis for the twelve-month period ended December 31, 
      2025 was 460.1 million (2024: 461.6 million). 
 
   2. Average number of partnership units outstanding on a fully diluted time 
      weighted average basis for the twelve-month period ended December 31, 
      2025 was 790.5 million (2024: 792.1 million). 

Notes:

The Statements of Funds from Operations per unit above are prepared on a basis that is consistent with the Partnership's Supplemental Information and differs from net income per limited partnership unit as presented in Brookfield Infrastructure's Consolidated Statements of Operating Results on page 7 of this release, which is prepared in accordance with IFRS. Management uses funds from operations per unit (FFO per unit) as a key measure to evaluate operating performance. Readers are encouraged to consider both measures in assessing Brookfield Infrastructure's results.

Brookfield Infrastructure Corporation Reports Solid 2025 Year-End Results

& Announces Dividend Increase

The Board of Directors of Brookfield Infrastructure Corporation ("BIPC" or our "company") (NYSE, TSX: BIPC) today has declared a quarterly dividend in the amount of $0.455 per class A exchangeable subordinate voting share of BIPC (a "Share"), payable on March 31, 2026 to shareholders of record as at the close of business on February 27, 2026. This dividend represents a 6% increase compared to the prior year. This dividend is identical in amount per Share and has identical record and payment dates to the quarterly distribution announced today by BIP on its units.

The Shares of BIPC are structured with the intention of being economically equivalent to the non-voting limited partnership units of Brookfield Infrastructure Partnership L.P. ("BIP" or the "Partnership") (NYSE: BIP; TSX: BIP.UN). We believe economic equivalence is achieved through identical dividends and distributions on the Shares and BIP's units and each Share being exchangeable at the option of the holder for one BIP unit at any time. Given the economic equivalence, we expect that the market price of the Shares will be significantly impacted by the market price of BIP's units and the combined business performance of our company, and BIP as a whole. In addition to carefully considering the disclosure made in this news release in its entirety, shareholders are strongly encouraged to carefully review BIP's annual letter to unitholders, supplemental information and its other continuous disclosure filings. BIP's annual letter to unitholders and supplemental information are available at https://bip.brookfield.com. Copies of the Partnership's continuous disclosure filings are available electronically on EDGAR on the SEC's website at https://sec.gov or on SEDAR+ at https://sedarplus.com.

Results

The net income of BIPC is captured in the Partnership's financial statements and results.

BIPC reported net income of $700 million compared to $72 million in the prior year. After removing the impact of the revaluation on our own Shares that are classified as liabilities under IFRS and the impact of foreign exchange on loans with BIP denominated in Canadian dollars, underlying earnings were 60% higher than the prior year. Current period results benefited from gains on capital recycling initiatives at our global intermodal logistics operation, inflation-indexation across our businesses and capital commissioned into rate base at our U.K. regulated distribution business. These benefits were partially offset by higher financing costs on our variable rate non-recourse borrowings in Brazil and an increase in dividends paid on our exchangeable shares that are classified as interest expense, resulting from the 6% increase in our quarterly dividend compared to the prior year.

Cautionary Statement Regarding Forward-looking Statements

This news release may contain forward-looking information within the meaning of Canadian provincial securities laws and "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995 and in any applicable Canadian securities regulations. The words "believe", "expect", "will" and derivatives thereof and other expressions which are predictions of or indicate future events, trends or prospects and which do not relate to historical matters, identify the above mentioned and other forward-looking statements. Forward-looking statements in this news release include statements regarding the impact of the market price of BIP's units and the combined business performance of our company and BIP as a whole on the market price of the Shares. Although Brookfield Infrastructure believes that these forward-looking statements and information are based upon reasonable assumptions and expectations, the reader should not place undue reliance on them, or any other forward-looking statements or information in this news release. The future performance and prospects of Brookfield Infrastructure are subject to a number of known and unknown risks and uncertainties. Factors that could cause actual results of Brookfield Infrastructure to differ materially from those contemplated or implied by the statements in this news release include general economic conditions in the jurisdictions in which we operate and elsewhere which may impact the markets for our products and services, the ability to achieve growth within Brookfield Infrastructure's businesses and in particular completion on time and on budget of various large capital projects, which themselves depend on access to capital and continuing favorable commodity prices, and our ability to achieve the milestones necessary to deliver the targeted returns to our unitholders, the impact of market conditions on our businesses, the fact that success of Brookfield Infrastructure is dependent on market demand for an infrastructure company, which is unknown, the availability of equity and debt financing for Brookfield Infrastructure, the impact of health pandemics on our business and operations, the ability to effectively complete transactions in the competitive infrastructure space (including the ability to complete announced and potential transactions that may be subject to conditions precedent, and the inability to reach final agreement with counterparties to transactions being currently pursued, given that there can be no assurance that any such transaction will be agreed to or completed) and to integrate acquisitions into existing operations, the future performance of these acquisitions, changes in technology which have the potential to disrupt the business and industries in which we invest, the market conditions of key

commodities, the price, supply or demand for which can have a significant impact upon the financial and operating performance of our business and other risks and factors described in the documents filed by BIPC with the securities regulators in Canada and the United States including "Risk Factors" in BIPC's most recent Annual Report on Form 20-F and other risks and factors that are described therein. Except as required by law, Brookfield Infrastructure Corporation undertakes no obligation to publicly update or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise.

 
                 Brookfield Infrastructure Corporation 
              Consolidated Statements of Financial Position 
 
                                                    As of December 31 
US$ millions, unaudited                               2025      2024 
                                                     ------    ------ 
 
Assets 
Cash and cash equivalents                         $     431   $   674 
Due from Brookfield Infrastructure                    1,574     1,278 
Property, plant and equipment                        14,198    12,572 
Intangible assets                                     3,102     2,892 
Investments in associates                               295        -- 
Goodwill                                              1,680     1,609 
Assets held for sale                                     --     1,958 
Deferred tax asset and other                          2,745     2,604 
-----------------------------------------------      ------    ------ 
Total assets                                      $  24,025   $23,587 
-----------------------------------------------      ------    ------ 
 
Liabilities and Equity 
Accounts payable and other                        $   1,208   $   994 
Loans payable to Brookfield Infrastructure              100       102 
Shares classified as financial liability              5,129     4,644 
Non-recourse borrowings                              13,169    12,178 
Financial liabilities                                    23        33 
Liabilities held for sale                                --     1,209 
Deferred tax liabilities and other                    2,391     2,205 
 
Equity 
Equity in net assets attributable to the 
 Partnership                                         (1,299)   (1,253) 
Non-controlling interest                              3,304     3,475 
-----------------------------------------------      ------    ------ 
Total equity                                          2,005     2,222 
-----------------------------------------------      ------    ------ 
Total liabilities and equity                      $  24,025   $23,587 
-----------------------------------------------      ------    ------ 
 
 
Brookfield Infrastructure Corporation 
 Consolidated Statements of Operating Results 
 
                                For the twelve months ended December 31 
US$ millions, unaudited              2025                      2024 
                                                          -------------- 
 
Revenues                     $            3,668        $           3,666 
Direct operating costs                   (1,334)                  (1,378) 
General and 
 administrative expense                     (80)                     (75) 
                                          2,254                    2,213 
 
Interest expense                         (1,155)                  (1,065) 
Share of earnings from 
investments in 
associates                                   25                       -- 
Remeasurement of 
 financial liability 
 associated with our 
 exchangeable shares(1)                    (441)                    (477) 
Mark-to-market and other                    402                     (234) 
Income before income tax                  1,085                      437 
Income tax expense 
    Current                                (379)                    (356) 
    Deferred                                 (6)                      (9) 
------------------------- 
Net income                   $              700        $              72 
-------------------------  ---  ---------------  ---      -------------- 
 
Attributable to: 
    Partnership              $             (241)       $            (608) 
    Non-controlling 
     interest                               941                      680 
-------------------------       ---------------  ---      -------------- 
 
   1. Reflects gains (losses) on shares with an exchange/redemption option that 
      are classified as liabilities under IFRS. 
 
                   Brookfield Infrastructure Corporation 
                    Consolidated Statements of Cash Flows 
 
                                For the twelve months ended December 31 
                           ------------------------------------------------- 
US$ millions, unaudited              2025                      2024 
                                                          -------------- 
 
Operating activities 
Net income                   $              700        $              72 
Adjusted for the 
following items: 
    Earnings from 
     investments in 
     associates, net of 
     distributions 
     received                                (4)                      -- 
    Depreciation and 
     amortization 
     expense                                668                      775 
    Mark-to-market and 
     other                                 (358)                     323 
    Remeasurement of 
     shares classified as 
     financial liability                    441                      477 
    Deferred income tax 
     expense                                  6                        9 
Change in non-cash 
 working capital, net                       155                       87 
-------------------------  ---  ---------------  ---      -------------- 
Cash from operating 
 activities                               1,608                    1,743 
-------------------------  ---  ---------------  ---      -------------- 
 
Investing activities 
Disposal of subsidiaries, 
net of cash disposed                        431                       -- 
Disposal of associates                      426                       -- 
Purchase of long-lived 
 assets, net of 
 disposals                               (1,393)                  (1,088) 
Purchase of financial 
 assets and other                            22                      (22) 
Acquisition of 
 subsidiaries                               (98)                      -- 
-------------------------  ---  ---------------           -------------- 
Cash used by investing 
 activities                                (612)                  (1,110) 
-------------------------  ---  ---------------           -------------- 
 
Financing activities 
Exchangeable shares 
issued                                       38                       -- 
Net capital provided to 
 non-controlling 
 interest                                (1,087)                  (1,846) 
Net (repayments) 
 borrowings                                (213)                   1,469 
Other financing 
 activities                                 (29)                     (51) 
Cash used by financing 
 activities                              (1,291)                    (428) 
-------------------------  ---  ---------------           -------------- 
 
Cash and cash equivalents 
    Change during the 
     period                  $             (295)       $             205 
    Impact of foreign 
     exchange on cash                        52                      (70) 
    Balance, beginning of 
     period                                 674                      539 
-------------------------  ---  ---------------  ---      -------------- 
Balance, end of period       $              431        $             674 
-------------------------  ---  ---------------  ---      ------- 

(MORE TO FOLLOW) Dow Jones Newswires

January 29, 2026 07:00 ET (12:00 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment