Brookfield Infrastructure Corporation (BIPC)
Brookfield Infrastructure Corporation (BIPC) owns and operates regulated natural gas transmission systems, primarily in Brazil, the UK, and Australia. The company focuses on essential infrastructure assets, providing stable and predictable cash flows.
Company Overview
BIPC offers investors a unique opportunity to invest in a globally diversified portfolio of regulated infrastructure assets, providing essential services in the gas, electricity, and transmission sectors, with a focus on long-term value creation and a current dividend yield of 3.44%.
Investment Thesis
Investing in BIPC presents a compelling opportunity due to its focus on regulated infrastructure assets that provide essential services, ensuring stable and predictable cash flows. The company's diversified portfolio across gas, electricity, and transmission sectors in Brazil, the UK, and Australia mitigates risk and offers exposure to different economic environments. With a current dividend yield of 3.44%, BIPC provides an attractive income stream for investors. The company's established presence in key markets and its operational expertise position it well to capitalize on the growing demand for reliable infrastructure. As of 2026-02-08, BIPC's negative P/E ratio of -23.36 may deter some investors, but it is important to consider the long-term potential of its infrastructure assets and the stability of its regulated business model. The company's high gross margin of 63.6% demonstrates efficient operations and strong pricing power.
Key Highlights
- Market capitalization of $5.95 billion reflects the company's significant asset base and market presence.
- Gross margin of 63.6% indicates efficient operations and strong pricing power within its regulated markets.
- Dividend yield of 3.44% provides an attractive income stream for investors.
- Operations span across Brazil, the UK, and Australia, providing geographic diversification and mitigating regional risks.
- Beta of 1.35 suggests the stock is more volatile than the market, potentially offering higher returns but also carrying greater risk.
Competitors
Strengths
- Diversified portfolio of regulated infrastructure assets.
- Stable and predictable cash flows.
- Geographic diversification across Brazil, the UK, and Australia.
- Experienced management team with a proven track record.
Weaknesses
- Exposure to regulatory risks in multiple jurisdictions.
- Capital-intensive business model.
- Negative profit margin (-6.9%).
- Higher beta (1.35) indicating greater volatility than the market.
Catalysts
- Ongoing: Continued investment in renewable energy infrastructure to meet growing demand for clean energy.
- Ongoing: Expansion of natural gas transmission networks in Brazil to serve new industrial and residential areas.
- Ongoing: Modernization of electricity grids in Australia to improve reliability and efficiency.
- Upcoming: Potential acquisitions of complementary infrastructure assets to further diversify the portfolio.
Risks
- Potential: Regulatory changes in Brazil, the UK, or Australia could impact profitability.
- Potential: Economic downturns in key markets could reduce demand for gas and electricity.
- Potential: Increased competition from other infrastructure companies could put pressure on margins.
- Ongoing: Fluctuations in currency exchange rates could impact financial results.
- Ongoing: Geopolitical instability in regions where BIPC operates could disrupt operations.
Growth Opportunities
- Expansion of Natural Gas Infrastructure in Brazil: Brazil's growing economy and increasing demand for energy provide a significant opportunity for BIPC to expand its natural gas transmission network. The company can invest in new pipelines and infrastructure to serve new industrial and residential areas. This expansion could increase BIPC's revenue and market share in the region, capitalizing on the country's energy needs.
- Investment in Renewable Energy Infrastructure: BIPC can invest in renewable energy projects, such as solar and wind farms, to diversify its energy portfolio and capitalize on the growing demand for clean energy. This aligns with global trends towards sustainability and can attract environmentally conscious investors. The renewable energy market is expected to grow significantly in the coming years, offering substantial growth potential for BIPC.
- Modernization of Electricity Grids in Australia: Australia's aging electricity grid requires significant investment to improve reliability and efficiency. BIPC can participate in grid modernization projects, upgrading transmission and distribution lines to reduce energy losses and improve service quality. This investment can generate stable returns and enhance BIPC's position as a key player in the Australian energy market.
- Acquisition of Complementary Infrastructure Assets: BIPC can pursue strategic acquisitions of complementary infrastructure assets, such as water and transportation infrastructure, to further diversify its portfolio and expand its geographic reach. These acquisitions can provide synergies and economies of scale, enhancing BIPC's overall profitability and market position. Careful due diligence and integration are crucial for successful acquisitions.
- Leveraging Technological Advancements: BIPC can leverage technological advancements, such as smart grids and advanced metering infrastructure (AMI), to improve the efficiency and reliability of its operations. These technologies can enable better monitoring and control of energy flows, reducing energy losses and improving customer service. Investing in these technologies can enhance BIPC's competitive advantage and drive long-term growth.
Opportunities
- Expansion of natural gas infrastructure in Brazil.
- Investment in renewable energy projects.
- Modernization of electricity grids in Australia.
- Acquisition of complementary infrastructure assets.
Threats
- Changes in government regulations.
- Economic downturns in key markets.
- Increased competition from other infrastructure companies.
- Fluctuations in currency exchange rates.
Competitive Advantages
- Regulated Assets: Operates in regulated markets, providing a stable and predictable revenue stream.
- High Barriers to Entry: Significant capital investment and regulatory approvals required to enter the market.
- Essential Services: Provides essential services that are critical for residential, commercial, and industrial customers.
- Geographic Diversification: Operates in multiple countries, reducing exposure to regional economic downturns.
About
Brookfield Infrastructure Corporation (BIPC) was incorporated in 2019 as a subsidiary of Brookfield Infrastructure Partners L.P., inheriting a portfolio of established infrastructure assets. The company's core business revolves around owning and operating regulated natural gas transmission systems, primarily in Brazil, where it manages approximately 2,000 kilometers of natural gas transportation pipelines across the states of Rio de Janeiro, Sao Paulo, and Minas Gerais. These pipelines are crucial for delivering natural gas to industrial and residential customers, contributing significantly to the region's energy infrastructure. Beyond Brazil, BIPC also has significant operations in the United Kingdom and Australia. In the UK, the company is involved in regulated gas and electricity distribution, ensuring the reliable delivery of energy to millions of customers. In Australia, BIPC's operations encompass electricity transmission and distribution, as well as gas distribution, managing an extensive network of 61,000 kilometers of operational electricity transmission and distribution lines. The company serves 3.9 million gas and electricity connections across these regions, highlighting its extensive reach and essential service provision. Headquartered in New York, BIPC focuses on acquiring, developing, and managing high-quality infrastructure assets that generate stable and predictable cash flows, aiming to deliver long-term value to its shareholders.
What They Do
- Owns and operates natural gas transmission systems in Brazil.
- Engages in regulated gas and electricity distribution in the United Kingdom.
- Manages electricity transmission and distribution in Australia.
- Operates gas distribution networks in Australia.
- Maintains approximately 2,000 kilometers of natural gas pipelines in Brazil.
- Provides 3.9 million gas and electricity connections.
- Oversees 61,000 kilometers of electricity transmission and distribution lines in Australia.
Business Model
- Generates revenue through regulated tariffs for gas and electricity transmission and distribution.
- Operates under long-term contracts with predictable cash flows.
- Invests in infrastructure assets with high barriers to entry.
- Focuses on operational efficiency to maximize profitability.
Industry Context
BIPC operates within the utilities sector, specifically focusing on regulated gas and electricity distribution and transmission. The industry is characterized by high barriers to entry due to the capital-intensive nature of infrastructure development and the regulatory approvals required. Demand for these services is generally stable, as they are essential for residential and industrial customers. The competitive landscape includes companies like Brookfield Infrastructure Partners L.P. (BIP), which has a broader infrastructure portfolio. The industry is also seeing increased investment in renewable energy infrastructure, driven by environmental concerns and government policies.
Key Customers
- Residential customers who rely on gas and electricity for heating, cooking, and lighting.
- Industrial customers who require gas and electricity for their operations.
- Commercial customers, including businesses and institutions, that need reliable energy supply.
- Other utility companies that rely on BIPC's transmission infrastructure.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $971M | -$239M | $-2.00 |
| Q3 2025 | $907M | $81M | $0.68 |
| Q2 2025 | $881M | -$485M | $-4.08 |
| Q1 2025 | $926M | $388M | $3.26 |
Source: Company filings
Chart & Info
Price Chart
Brookfield Infrastructure Corporation (BIPC) stock price: $49.26 (+0.00, +0.00%)
Latest News
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3 Dividend Stocks I Love to Buy for Passive Income
Motley Fool · Feb 14, 2026
Technical Analysis
Rationale
AI-generated technical analysis for BIPC including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for BIPC.
Make a Prediction
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Current price: $49.26
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BIPC.
Price Targets
Median: $57.00 (+15.7% from current price)
Insider Flow (30d)
No insider trades in the last 30 days.
MoonshotScore
Score Factors
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Revenue Growth 4/100
Revenue grew only 6.9% YoY, suggesting the company is in a slower growth phase.
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Gross Margin 10/100
Gross margin of 63.6% shows excellent pricing power and a strong competitive moat.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 8/100
Strong cash reserves of $430M provide a solid financial cushion for growth investments and market downturns.
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R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
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Insider Activity 6/100
No significant insider buying or selling recently, which is neutral for the stock outlook.
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Short Interest 10/100
Daily turnover of 0.69% indicates healthy liquidity with smooth entry/exit for investors.
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Price Momentum 6/100
Mixed technical signals (above sma50, above sma200); price trend is inconclusive and may consolidate.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates BIPC's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Frequently Asked Questions
What does Brookfield Infrastructure Corporation do?
Brookfield Infrastructure Corporation (BIPC) is a global infrastructure company that owns and operates a diverse portfolio of assets in the utilities sector. The company focuses on regulated natural gas transmission systems in Brazil, regulated gas and electricity distribution in the United Kingdom, and electricity transmission and distribution, as well as gas distribution in Australia. BIPC's business model centers around providing essential services through long-lived assets, generating stable and predictable cash flows for its investors. The company aims to deliver long-term value by acquiring, developing, and managing high-quality infrastructure assets.
Is BIPC stock a good buy?
BIPC stock presents a mixed investment profile. Its strengths lie in its diversified portfolio of regulated infrastructure assets, providing stable cash flows and an attractive dividend yield of 3.44%. However, the company's negative P/E ratio of -23.36 and negative profit margin of -6.9% raise concerns about its current profitability. Investors should consider the long-term potential of its infrastructure assets and the stability of its regulated business model. The company's high gross margin of 63.6% indicates efficient operations, but careful analysis of its future earnings potential is warranted before making an investment decision.
What are the main risks for BIPC?
BIPC faces several risks inherent to its business and the regions in which it operates. Regulatory changes in Brazil, the UK, and Australia could significantly impact its profitability. Economic downturns in these key markets could reduce demand for gas and electricity, affecting revenue. Increased competition from other infrastructure companies could put pressure on margins. Fluctuations in currency exchange rates also pose a risk to financial results, as BIPC operates in multiple countries with different currencies. Geopolitical instability in these regions could disrupt operations and impact asset values.
Is BIPC a good stock to buy?
Whether BIPC is a good investment depends on your financial goals, risk tolerance, and investment horizon. Key factors to evaluate include the company's revenue growth trajectory, profit margins, debt-to-equity ratio, competitive moat, and valuation multiples (P/E, P/S, EV/EBITDA) relative to industry peers. Our AI-generated Investment Thesis and SWOT analysis on this page provide a data-driven starting point. Always do your own research and consider consulting a financial advisor before making investment decisions.
What is the BIPC MoonshotScore?
The MoonshotScore for BIPC is an AI-powered rating from 0 to 100 that evaluates a stock across four dimensions: growth potential (revenue and earnings trajectory), financial health (balance sheet strength, cash flow), market momentum (price trends, volume patterns, institutional flows), and risk factors (volatility, debt levels, sector headwinds). Scores above 70 indicate strong potential, 50-70 moderate, and below 50 suggests caution. The score is recalculated daily using the latest financial data and market signals.
How often is BIPC data updated?
BIPC stock prices are updated in real-time during U.S. market hours (9:30 AM - 4:00 PM ET, Monday through Friday). After-hours and pre-market prices are also tracked. Company fundamentals (earnings, revenue, balance sheet) are refreshed when new quarterly or annual reports are filed. Analyst ratings, price targets, and AI-generated insights are updated daily. Breaking news related to BIPC is aggregated continuously from premium financial news sources throughout the day.
What are the growth catalysts for BIPC?
Growth catalysts for Brookfield Infrastructure Corporation (BIPC) can include several categories: product catalysts (new launches, FDA approvals, patent grants), financial catalysts (earnings beats, margin expansion, share buybacks), strategic catalysts (acquisitions, partnerships, market expansion into new regions), and macro catalysts (favorable regulation, industry tailwinds, secular growth trends). Our AI analyzes Brookfield Infrastructure Corporation's specific catalysts using earnings transcripts, SEC filings, and news sentiment to identify the most impactful near-term and long-term drivers.
Who are BIPC's main competitors?
Brookfield Infrastructure Corporation (BIPC) competes with companies in its industry that target similar customers, markets, or product categories. Competitor analysis involves comparing key metrics: market share, revenue growth rates, profit margins, R&D spending, and valuation multiples. Understanding competitive positioning helps investors assess whether BIPC has a sustainable competitive advantage (moat) through brand strength, network effects, cost leadership, or switching costs. Our Competitors section provides a side-by-side comparison with relevant peers.
What do analysts say about BIPC?
Wall Street analyst coverage for BIPC includes consensus ratings (buy, hold, or sell), 12-month price targets, and earnings estimates. Analyst opinions are aggregated from major investment banks and research firms. Key metrics to watch include the consensus price target (average, high, and low estimates), the number of analysts covering the stock, any recent rating changes (upgrades or downgrades), and how actual earnings compare to analyst estimates (beat or miss history). Our platform aggregates these from multiple data providers for a comprehensive view.
What is BIPC's market cap?
Market capitalization (market cap) for BIPC is calculated by multiplying the current share price by the total number of outstanding shares. It represents the market's total valuation of the company. Stocks are typically categorized as mega-cap ($200B+), large-cap ($10B-$200B), mid-cap ($2B-$10B), small-cap ($300M-$2B), or micro-cap (under $300M). Market cap influences index inclusion, institutional ownership eligibility, and risk profile. Our Key Statistics section shows BIPC's current market cap alongside enterprise value and other valuation metrics.
How has BIPC stock performed recently?
BIPC's recent stock performance can be evaluated across multiple timeframes: daily price changes, week-over-week momentum, monthly trends, and year-to-date returns. Important performance indicators include the stock's 52-week high and low, moving averages (50-day and 200-day SMA), relative strength index (RSI), and volume trends. Comparing BIPC's performance against its sector index and the S&P 500 provides context on whether it is outperforming or underperforming the broader market.
What are the risks of investing in BIPC?
Key risk categories for BIPC include: market risk (overall market downturns affecting stock prices), company-specific risk (management changes, product failures, competitive threats), financial risk (high debt levels, cash burn, dilution from stock issuance), regulatory risk (government policy changes, lawsuits, compliance issues), and macroeconomic risk (interest rate changes, inflation, currency fluctuations). Beta measures BIPC's volatility relative to the market - a beta above 1.0 means higher volatility than the S&P 500. Our AI-generated risk assessment identifies the most relevant risk factors for this specific stock.
Are insiders buying or selling BIPC?
Insider trading activity for BIPC tracks purchases and sales by company executives, directors, and major shareholders (10%+ owners) as reported in SEC Form 4 filings. Insider buying is generally considered a bullish signal because insiders have the deepest knowledge of company operations, while selling may have various motivations (diversification, tax planning, pre-planned 10b5-1 trading plans). Key metrics include the buy-to-sell ratio, total dollar value of insider transactions, and whether multiple insiders are trading in the same direction. Our Insider Flow tab shows recent transactions with dates and dollar amounts.
Is BIPC a good stock for beginners?
Brookfield Infrastructure Corporation (BIPC) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is BIPC for first-time investors?
Every stock carries risk, including Brookfield Infrastructure Corporation (BIPC). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like BIPC.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Financial data is based on the most recent available information. Stock data pending update.