Earnings/Recap
BAMBrookfield Asset Management Ltd.

Earnings Recap — Q2 FY2026

CY Q3 2026 · Reported August 5, 2026 · Beat 6 of last 7 quarters

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What this means for the buildout

Brookfield's record fundraising and AI infrastructure momentum underscore the scale of capital flowing into the AI buildout. The expansion of the Bloom Energy partnership to $25B and the Paducah project (up to $100B investment, 2GW compute) highlight the magnitude of energy and data center demand. Brookfield's integrated approach—combining power, data centers, and compute—positions it as a key player in the physical infrastructure backbone of AI.

Results vs consensus
EstimateActualvs est
Revenue$1.47B$1.73B+18.0%beat
EPS$0.43$0.44+1.8%beat
What was said

Brookfield reported record Q2 fundraising of $77B, including a $40B mandate from Just Group, bringing year-to-date fundraising to $98B and last-12-month to $163B. FRE grew 20% YoY to $808M and DE grew 15% to $707M, with fee-bearing capital up 19% to $672B. The company deployed $21B and monetized $11B during the quarter, and repurchased $200M of stock. The Oaktree acquisition closed, and the AI Infrastructure Fund held its first close, with the Bloom Energy partnership expanded fivefold to $25B.

Key metrics
Fundraising
$77B
Record quarterly fundraising, led by $40B Just Group mandate and strong flagship inflows
Fee-Related Earnings (FRE)
$808M
Up 20% YoY; $3.2B over last 12 months, up 19%
Distributable Earnings (DE)
$707M
Up 15% YoY; $2.8B over last 12 months
Fee-Bearing Capital
$672B
Up 19% over last 12 months
Margins
57%
Quarterly FRE margin; 58% over last 12 months
Management outlook

Management expects 2026 to be a record year for fundraising, with year-to-date inflows of $98B and a strong pipeline for H2. They guided to roughly equal fundraising contributions across flagships, complementary equity, debt, and insurance channels, providing resilience even if markets shift. The Oaktree acquisition closed, and management expects it to drive revenue synergies and operating leverage, though consolidated margins will dip due to mix. AI infrastructure remains a key growth driver, with the BAF fund targeting $10B and anchoring a $100B investment program.

From the call

AI is not only shaping our AI infrastructure strategy it is becoming an increasingly important theme across all of Brookfield.

on AI strategy

We do not commit capital speculatively and remain thoughtful about our counterparties and infrastructure locations.

on Investment discipline

We are positioned not simply to navigate this environment, but to outperform through it.

on Outlook

What analysts asked

Given the strong fundraising quarter, what is the outlook for H2 fundraising and key drivers?

Connor Teskey said year-to-date fundraising is nearly $100B, and they expect to far exceed the previous high watermark. He emphasized the balance across four channels—flagships, complementary equity, debt, and insurance—which provides comfort even if markets shift.

With Oaktree closed, what is your view on credit market depth to finance AI build-out and Oaktree's opportunity set?

Connor Teskey said credit markets are 'incredibly robust' with strong appetite for high-quality real assets, and there is enough capacity to support AI infrastructure. He noted Oaktree's integration is driving revenue synergies and that flagship fundraising timelines are being pulled forward.

Is AI infrastructure investing getting crowded, and how important are partnerships to scale?

Sikander Rashid acknowledged competition but highlighted differentiators: energy access (100GW needed vs 30GW available), $85B digital infrastructure portfolio, and focus on full value chain (power and compute = 60% of capital). He said partnerships with NVIDIA and Bloom are key differentiators.

Potential supply chain impact
BEBrookfield expanded its financing framework with Bloom Energy from $5B to $25B, signaling strong demand for Bloom's power solutions for AI factories.
BEBloom Energy is a key partner in Brookfield's AI infrastructure fund, providing behind-the-meter power solutions; the expanded framework could drive significant revenue for Bloom.
CCJBrookfield's Westinghouse partnership with Cameco and the U.S. government is supported by a $17.5B DOE financing commitment for up to 10 AP1000 reactors, potentially benefiting Cameco's nuclear fuel business.
DUKBrookfield's minority investment in Duke Energy Florida could see increased power demand from AI infrastructure, though no direct update was provided this quarter.
TACBrookfield's MOU with CPP Investments and TransAlta to advance data center development in Alberta aligns with Brookfield's AI infrastructure push, potentially increasing demand for TransAlta's power.
TACTransAlta could supply power to Brookfield's data center projects in Alberta, benefiting from the AI infrastructure buildout.