Brookfield Infrastructure Partners L.P.

NYSE:BIP 株式レポート

時価総額：US$16.6b

Brookfield Infrastructure Partners 将来の成長

Future 基準チェック /36

Brookfield Infrastructure Partnersの収益は年間7.4%で減少すると予測されていますが、年間利益は年間43.8%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に12.7% 45.7%なると予測されています。

主要情報

43.8%

収益成長率

45.68%

EPS成長率

Integrated Utilities 収益成長12.0%
収益成長率-7.4%
将来の株主資本利益率12.75%
アナリストカバレッジ

Low

最終更新日30 Apr 2026

今後の成長に関する最新情報

Recent updates

BIP: Overweight Rating And Buybacks Will Support Future Upside Potential

Analysts lifted the price target for Brookfield Infrastructure Partners from about $53.61 to roughly $54.64, citing updated assumptions around revenue growth, margins, discount rates and future P/E that are broadly consistent with the recent upgrade to Overweight at a major Wall Street firm. Analyst Commentary Recent bullish analysts point to the revised price target of about $54.64 as a signal that their updated assumptions on revenue, margins, discount rates and future P/E still support a constructive view on Brookfield Infrastructure Partners.

Brookfield Infrastructure: 5% Yield Is Not Enough For Me Here

May 02

BIP: Lower Discount Rate And Higher P/E Will Support Core Cash Flows

Analysts have lifted the fair value estimate for Brookfield Infrastructure Partners from $41.91 to $43.55, citing a lower discount rate, more moderate revenue contraction assumptions, a reduced profit margin outlook, and a higher future P/E multiple that is consistent with recent upward revisions to Street price targets across several firms. Analyst Commentary Recent Street research on Brookfield Infrastructure Partners has generally focused on revisiting valuation frameworks and fine tuning price targets, with several firms adjusting their outlooks and providing updated target prices in both US$ and C$ terms.

BIP: Execution And Funding Discipline Will Shape A Measured Forward Outlook

Analysts have slightly increased Brookfield Infrastructure Partners' price targets by low single-digit dollar amounts, including moves such as $1 to $3 increases at several firms. They cite updated views on risk, modestly adjusted revenue and margin expectations, and slightly lower future P/E assumptions.

BIP: Refined Discount And Margin Assumptions Will Shape A Measured Outlook

The analyst price target for Brookfield Infrastructure Partners has moved higher by a few dollars, with analysts pointing to updated assumptions around discount rates, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research updates for Brookfield Infrastructure Partners point to modest upward adjustments in price targets across several firms, with changes often tied to refreshed discount rate assumptions, revised margin outlooks and updated P/E frameworks.

BIP: Higher Conviction In Existing Assets And Cash Flows Will Support Upside

The updated analyst price target for Brookfield Infrastructure Partners remains at $53.61, with analysts citing modest changes in discount rate estimates, revenue growth expectations, profit margin assumptions, and forward P/E as the main factors influencing their revised outlook. Analyst Commentary Recent Street research around Brookfield Infrastructure Partners points to a cluster of higher price targets, with several bullish analysts recalibrating their models at roughly the same time.

BIP: Buyback And Preferred Redemption Plan Will Support Future Unit Upside

Brookfield Infrastructure Partners' analyst fair value estimate has moved modestly higher from $52.15 to $53.61, as analysts factor in updated assumptions around discount rates, profitability, and future P/E multiples following a series of recent price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Brookfield Infrastructure Partners, and your updated fair value estimate now sits roughly in the middle of that range.

BIP: Modest Forecast Shifts And Buybacks Will Shape A Balanced Outlook

Analysts have nudged their price targets for Brookfield Infrastructure Partners higher by low single digit amounts in recent research, reflecting updated assumptions on discount rates, revenue trends, margins, and future P/E expectations. Analyst Commentary Recent research has focused on fine tuning valuation work rather than making sweeping calls, with several banks adjusting targets for Brookfield Infrastructure Partners by small absolute amounts in both US$ and C$ terms.

BIP: Buybacks And Higher Assumed P/E Will Shape A Balanced Outlook

Analysts have lifted their price target on Brookfield Infrastructure Partners by $3, supported by updated assumptions that reflect a slightly higher discount rate, softer revenue growth and profit margin expectations, and a higher future P/E multiple. Analyst Commentary While the latest target move reflects updated modelling, some bearish analysts are still stressing that the revised assumptions leave limited room for error if execution or macro conditions fall short of expectations.

BIP: Buyback And Redemption Moves Will Support Future Unit Upside

Analysts have lifted their fair value estimate for Brookfield Infrastructure Partners from about US$51.37 to roughly US$52.15, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Brookfield Infrastructure Partners L.P. was removed from the S&P/TSX Preferred Share Index, affecting how some index-linked funds may hold its preferred units (Index Constituent Drops).

BIP: Margin Strength And Buybacks Will Shape A Measured Outlook

Analysts have raised their price target on Brookfield Infrastructure Partners from $31.00 to $37.00, reflecting increased confidence that stronger profit margins can offset lower revenue growth, consistent with the recent upgrade to Outperform and the higher $35 Street target. Analyst Commentary While the recent target hike underscores improving sentiment around Brookfield Infrastructure Partners, not all recent commentary has been uniformly positive.

BIP: Upgraded Rating Will Highlight Improving Outlook For Core Cash Flows

Analysts have modestly raised their price target on Brookfield Infrastructure Partners, citing slightly lower discount rate assumptions and improved, though still negative, near term revenue growth expectations. Together, these factors support a small increase in fair value from approximately $41.64 to $41.91 and an upgraded rating to Outperform from $34 to $35.

BIP: Upcoming Investor Day Will Clarify 2025 Transaction Pipeline Outlook

The analyst fair value estimate for Brookfield Infrastructure Partners has increased modestly from $40.55 to $41.64 per unit. Analysts cite improved profit margins and upgraded ratings based on renewed growth expectations.

Expanding Digital Infrastructure And Energy Transition Will Shape Future Markets

Analysts have raised their price target for Brookfield Infrastructure Partners by $0.64 to $40.55. They cite steady improvements in fair value and supportive research upgrades from major firms.

Expanding Digital Infrastructure And Energy Transition Will Shape Future Markets

Brookfield Infrastructure Partners’ marginally lower Price Target reflects a slight decrease in its future P/E multiple, with its fair value estimate revised from $40.40 to $39.91. What's in the News Announced plans to acquire internet service provider Hotwire Communications for approximately $7 billion, including debt, from Blackstone.

Brookfield Infrastructure Partners: Sell-Off Makes It Even Better

Mar 30

Brookfield Infrastructure: Data-Driven Growth With An Attractive Yield

Feb 19

Brookfield Infrastructure Partners: Buy The Dip

Jan 20

Brookfield Infrastructure's 7.2% Yield Investment-Grade Bonds Are On Sale For 68 Cents On The Dollar

Jan 05

Brookfield Infrastructure Partners: Excellent Outlook For 2025

Dec 30

Brookfield Infrastructure: A Must-Have In Your Retirement Structure

Dec 22

Brookfield Infrastructure: A Rock-Solid 5% Yielding Energy Powerhouse

Oct 08

Brookfield Infrastructure Partners: A Sum Of The Parts Analysis Of This Wealth Building Machine

Sep 25

Brookfield Infrastructure - A One-Stop Shop For Dividend Investors

Aug 26
User avatar

AI Expansion And Strategic Acquisitions Set To Power Future Earnings Growth

Expansion in AI infrastructure and strategic acquisitions, like data centers and logistics stakes, are set to boost revenue through diversified assets.

Brookfield Infrastructure: Steady Growth And Attractive Dividend

Aug 14

Brookfield Infrastructure Vs. Energy Transfer: Only One Is A Strong Buy

Aug 07

Brookfield Infrastructure: Great Buying Opportunity

Jul 12

Brookfield Infrastructure: Capitalizing On Rate Cycle

Jun 27

Triton International Preferreds: Excessive Dividends To Brookfield Make 8% Yielding Preferred Shares Riskier

May 27

Brookfield Infrastructure: Post Q1 Results, Value Is Still Unlocked

May 21

Triton International: Preferred Shares Offer A Yield Between 6.9% And 8.2%

Apr 26

Brookfield Infrastructure: Dirt Cheap And Fast-Growing Infrastructure Play (Rating Upgrade)

Apr 04

業績と収益の成長予測

NYSE:BIP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202818,8951,1625,063N/A2
12/31/202717,908953,493N/A2
12/31/202613,097-8121,500N/A1
3/31/202624,009303-1,2625,996N/A
12/31/202523,100415-535,971N/A
9/30/202522,2403062385,488N/A
6/30/202521,535215094,812N/A
3/31/202521,244-124064,680N/A
12/31/202421,03917-3224,653N/A
9/30/202420,565-176674,583N/A
6/30/202419,782-805104,489N/A
3/31/202418,9001448424,402N/A
12/31/202317,931641,5914,078N/A
9/30/202316,6691391,2103,573N/A
6/30/202315,8091496383,149N/A
3/31/202315,234342392,913N/A
12/31/202214,427633563,131N/A
9/30/202213,971218-1262,710N/A
6/30/202213,2834092962,951N/A
3/31/202212,2655294472,781N/A
12/31/202111,5375157052,772N/A
9/30/202110,8196868182,624N/A
6/30/202110,0894309272,483N/A
3/31/20219,3721571,1172,534N/A
12/31/20208,8851211,0582,530N/A
9/30/20208,006-1001,1812,526N/A
6/30/20207,461-411,0212,339N/A
3/31/20207,200769792,304N/A
12/31/20196,59719N/A2,143N/A
9/30/20196,37054N/A2,106N/A
6/30/20195,8737N/A1,854N/A
3/31/20195,23233N/A1,457N/A
12/31/20184,652163N/A1,362N/A
9/30/20184,208167N/A1,495N/A
6/30/20184,002184N/A1,533N/A
3/31/20183,892113N/A1,769N/A
12/31/20173,535-11N/A1,481N/A
9/30/20173,22858N/A1,061N/A
6/30/20172,789111N/A1,029N/A
3/31/20172,317227N/A769N/A
12/31/20162,115276N/A753N/A
9/30/20161,893183N/A756N/A
6/30/20161,839218N/A594N/A
3/31/20161,843123N/A566N/A
12/31/20151,855166N/A632N/A
9/30/20151,865194N/A700N/A
6/30/20151,888165N/A754N/A

アナリストによる今後の成長予測

収入対貯蓄率: BIPの予測収益成長率 (年間43.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BIPの収益 ( 43.8% ) はUS市場 ( 16.1% ) よりも速いペースで成長すると予測されています。

高成長収益: BIPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: BIPの収益は今後 3 年間で減少すると予想されています (年間-7.4% )。

高い収益成長: BIPの収益は今後 3 年間で減少すると予測されています (年間-7.4% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BIPの 自己資本利益率 は、3年後には低くなると予測されています ( 12.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/05 06:54
終値2026/05/05 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Brookfield Infrastructure Partners L.P. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Harriet LiAccountability Research Corporation
Ross FowlerBarclays
Devin DodgeBMO Capital Markets Equity Research