Brookfield Corporation announced it will host its third quarter 2026 conference call and webcast on Thursday, November 12, 2026, at 10:00 am ET.

Financial results for the quarter will be released earlier that morning at approximately 7:00 am ET. The company stated that the earnings report will be accessible via its official website prior to the scheduled call.

Participation details

Investors and analysts can join the session through either a conference call or a live webcast. The company has provided specific registration links for both formats to facilitate access.

• Conference Call: Participants must pre-register via the provided link to receive a dial-in number and unique PIN. This process bypasses the operator and avoids queueing.
• Webcast: Attendees can register directly through the webcast link. A replay of the event will be available on the same platform for 90 days following the broadcast.

Company profile

Brookfield Corporation is a global investment firm focused on building long-term wealth for institutions and individuals. Its operations are divided into three core businesses: Asset Management, Wealth Solutions, and Operating Businesses, which include infrastructure, energy, private equity, and real estate.

The firm highlights a track record of delivering 15%+ annualized returns to shareholders over more than 30 years. Brookfield attributes this performance to its conservatively managed balance sheet, extensive operational experience, and global sourcing networks.

Brookfield Corporation (TSX: BN) reported a 15% year-over-year increase in distributable earnings before realizations to $1.4 billion for the second quarter of fiscal 2026. The growth was supported by record fundraising of $77 billion and strong performance across asset management and wealth solutions segments.

The company completed significant strategic initiatives, including the acquisition of Oaktree to strengthen its credit business and Just Group to expand its insurance operations. Total distributable earnings, including realizations, reached $1.5 billion, or $0.66 per share, for the quarter.

Segment Performance Highlights

The asset management business generated distributable earnings of $740 million, or $0.31 per share, reflecting a 20% increase in fee-related earnings. Fee-bearing capital rose 19% to $672 billion. Meanwhile, Brookfield Wealth Solutions delivered distributable earnings of $480 million, or $0.20 per share, marking a 23% increase compared to the prior-year quarter.

Capital Deployment and Strategic Initiatives

During the first half of the year, Brookfield raised $98 billion in capital and deployed $100 billion into new opportunities while monetizing $40 billion of assets. A key highlight was the announcement of a $100 billion AI factory project in Kentucky, in partnership with the U.S. government, leveraging the company’s integrated capabilities in power, land, and capital.

The company also advanced its nuclear energy strategy through Westinghouse, which has line of sight on 40 additional reactors beyond the 14 currently under construction. Management emphasized that long-term themes such as digitalization and decarbonization are accelerating investment opportunities.

New Strategic Partnerships and AI Infrastructure

In a significant move to capitalize on the AI boom, Brookfield signed a memorandum of understanding with NVIDIA to launch a compute financing platform mobilizing approximately $500 billion of capital. This initiative aims to finance GPU chips, which can represent half the required capital for AI factory builds, addressing the critical infrastructure gap in compute supply.

Management noted that while the partnership is in the MOU stage, it leverages Brookfield’s ability to provide bespoke deals for high-quality counterparties. The company views the AI infrastructure cycle as being in its early stages, with broad-based opportunities across data centers, energy, and real estate. The U.S. Department of Energy also announced a further $17.5 billion financing commitment to support Westinghouse’s nuclear reactor production, aiming to shorten development timelines and establish a repeatable model for large-scale construction.

Wealth Solutions and Real Estate Updates

Brookfield Wealth Solutions continues to scale, with total insurance assets increasing to over $190 billion following the closing of the Just Group acquisition, which added $45 billion in assets. Just Group contributed approximately $29 million in earnings during its first quarter of ownership, representing a going-in return on equity of approximately 12%. Management outlined plans to reduce Just Group’s cost base, which is currently two to three times higher than competitors, to improve spreads.

On the real estate front, leasing activity demonstrated strong demand for high-quality assets. The company signed 4.5 million square feet of office leases globally at average net rents 19% above expiring levels. In the U.S., leases were signed at rents 25% above expiring levels, including major deals at One Liberty Plaza. In Canada, new leases were signed at rents more than 70% above expiring levels, highlighting the pricing power of super-core assets.

What the Numbers Show

A divergence between operational scale and realized income is evident in the carried interest metrics. While the company executed approximately $40 billion in asset sales year-to-date, net carried interest realized into income was only $121 million for the quarter. This gap highlights the conservative recognition policy where carry is realized on a fund-by-fund basis after returning capital and preferred returns, rather than upon individual asset sales. The accumulated unrealized carried interest stands at $12.5 billion, indicating substantial future potential not yet reflected in current earnings.

Balance Sheet and Liquidity

Brookfield maintained a strong liquidity position with $210 billion in deployable capital. The company returned $270 million to shareholders through dividends and share repurchases during the quarter. Year-to-date, it repurchased approximately $580 million of shares at an average price of $42. The Board declared a quarterly dividend of $0.07 per share, payable at the end of September.