Brookfield Infrastructure Partners L.P.

NYSE:BIP 주식 리포트

시가총액: US$16.6b

Brookfield Infrastructure Partners 향후 성장

Future 기준 점검 3/6

Brookfield Infrastructure Partners 의 수익은 연간 7.4% 감소할 것으로 예상되는 반면, 연간 수익은 43.8% 로 증가할 것으로 예상됩니다. EPS는 연간 45.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.7% 로 예상됩니다.

핵심 정보

43.8%

이익 성장률

45.68%

EPS 성장률

Integrated Utilities 이익 성장12.0%
매출 성장률-7.4%
향후 자기자본이익률12.75%
애널리스트 커버리지

Low

마지막 업데이트30 Apr 2026

최근 향후 성장 업데이트

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

이익 및 매출 성장 예측

NYSE:BIP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: BIP 의 연간 예상 수익 증가율(43.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: BIP 의 연간 수익(43.8%)이 US 시장(16.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: BIP 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: BIP 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -7.4%).

고성장 매출: BIP 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -7.4%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BIP의 자본 수익률은 3년 후 12.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 14:06
종가2026/05/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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분석가 소스

Brookfield Infrastructure Partners L.P.는 21명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Harriet LiAccountability Research Corporation
Ross FowlerBarclays
Devin DodgeBMO Capital Markets Equity Research