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Compared to Estimates, Brookfield (BAM) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, Brookfield Asset Management (BAM - Free Report) reported revenue of $1.62 billion, up 16.8% over the same period last year. EPS came in at $0.47, compared to $0.41 in the year-ago quarter.

The reported revenue represents a surprise of +0.97% over the Zacks Consensus Estimate of $1.61 billion. With the consensus EPS estimate being $0.47, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Brookfield performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Energy - Inflows: $1.7 billion versus the two-analyst average estimate of $1.84 billion.
  • Infrastructure - Inflows: $1.89 billion versus $3.6 billion estimated by two analysts on average.
  • Real estate - Inflows: $1.18 billion versus $1.72 billion estimated by two analysts on average.
  • Private equity - Inflows: $1.8 billion versus the two-analyst average estimate of $1.42 billion.
  • Fee Revenues- Energy- Long-term private funds: $86 million versus $93.76 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.5% change.
  • Fee Revenues- Energy- Incentive distributions: $41 million versus the three-analyst average estimate of $40.92 million. The reported number represents a year-over-year change of +13.9%.
  • Fee Revenues- Energy- Perpetual strategies- Co-investment and other funds: $18 million compared to the $10.13 million average estimate based on three analysts. The reported number represents a change of +80% year over year.
  • Fee Revenues- Energy- Perpetual strategies: $81 million versus the three-analyst average estimate of $79.6 million. The reported number represents a year-over-year change of +20.9%.
  • Fee Revenues-Energy: $213 million compared to the $217.84 million average estimate based on three analysts. The reported number represents a change of -9% year over year.
  • Fee Revenues- Infrastructure- Long-term private funds: $99 million versus the three-analyst average estimate of $102.01 million. The reported number represents a year-over-year change of +7.6%.
  • Fee Revenues- Infrastructure- Perpetual strategies- BIP: $108 million compared to the $113.24 million average estimate based on three analysts. The reported number represents a change of +3.9% year over year.
  • Fee Revenues- Infrastructure- Perpetual strategies- Co-investment and other funds: $62 million versus $61.04 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +40.9% change.

View all Key Company Metrics for Brookfield here>>>

Shares of Brookfield have returned +15.4% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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