BBU Earnings

BBU reported its earnings on 2026-01-30, showcasing a revenue of 7.09B against an estimate of 3.15B, resulting in a 125.56% surprise. The EPS was 1.51, surpassing the expected 1.38 by 9.42%. The stock experienced a 0.52% price change on the earnings day and a 2.93% change over the next five days, reflecting market reactions to the results.

Following BBU's earnings announcement on 2026-01-30, the stock price moved by 0.52% on the day of the release. Over the subsequent five days, it saw a 2.93% change. Historically, BBU's stock price tends to shift by an average of -0.52% in the 10 days leading up to earnings and 1.75% in the 10 days following, providing insight into potential market.

For 2025/Q3, analysts estimate BBU's annual revenue to reach 3.15B, while the EPS is projected at 0.40. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BBU's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BBU's stock price typically moves by -0.52% in the 10 days before its earnings and 1.75% in the 10 days after. For the upcoming 2025/Q3 earnings, analysts expect an EPS of 0.40 and revenue of 3.15B.

The earnings call reflects a positive outlook with strong performance in key segments, a robust liquidity position, and strategic initiatives like AI integration and corporate restructuring. While there are uncertainties in tax credits and monetization timelines, the management's optimism in growth areas like digital gaming and successful acquisitions suggests positive momentum. The market cap indicates moderate sensitivity, leading to a predicted stock price increase of 2% to 8%.