Brookfield Infrastructure reported Q1 2026 FFO of $709 million, up 10% year-over-year, driven by organic growth and new investments despite a net loss from unrealized hedge losses.
Key takeaways
FFO per unit $0.90, 10% increase from $0.82 in Q1 2025, reflecting strong organic growth at high end of 6-9% target.
Data segment FFO up 46% to $149 million due to U.S. bulk fiber acquisition and organic growth.
Secured $400 million new investments including equipment leasing platform and Bloom Energy project.
Capital recycling proceeds of $1 billion towards 2026 goal, enabling self-funded growth.
Declared quarterly distribution of $0.455 per unit/share, 6% increase, payable June 30, 2026.
Liquidity of $5.3 billion with well-laddered debt maturities.