BEPC NYSE Russell 1000 Earnings call
Brookfield Renewable Partners (BEPC) · Q2 2026 results
Share price: $31.28 · 2026-11-11
Results Q2 2026 vs Q1 2026 · previous quarter · published 31 Jul 2026 and 1 May 2026
Net loss narrowed on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
Only a basic analysis is available for this company at the moment.
1 · Numbers
Loss narrowed
Net income vs Q1 2026
Outlook given
Net income -790.0M vs -2.19B
Revenue +21.9%
Net income -790.0M vs -1.45B in Q2 2025 and -2.19B last quarter.
2 · How management spoke
Typical
More upbeat than 60% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · What stood out
Figure
The company delivered FFO of $1.444 billion, or $2.14 per unit, over the last 12 months.
Valuation
Reverse DCF. Free cash flow from the last full fiscal year, grown for 10 years, discounted back, plus a terminal value. “Implied growth” is the rate the current price assumes.
Valuation unavailable: free cash flow and profit were negative in the last full year and on average over the last three, so there is nothing to discount.
Current price
$31.28
close of 2026-11-11
Revenue growth, 3 years
−0.4% a year
compound annual rate (CAGR)
Free cash flow 2023
$0.6B
Free cash flow 2024
−$0.4B
Free cash flow 2025
−$0.6B
Read between the lines
-
Guidance
The company expects long-term LCOEs to continue going down, though short-term noise may occur depending on input costs.
Source quote
“So long term, we expect LCOEs continue to go down, albeit there could be some short-term noise just dependent on input cost.”
-
Figure
The company committed $5 billion into growth, including $760 million net to BEP, which is highlighted by a recently announced acquisition.
Source quote
“We deployed or committed $5 billion into growth, or $760 million net to BEP, highlighted by our recently announced acquisition...”
Tone
How upbeat the language was, compared with other companiesiTone counts positive minus negative finance words, adjusted for length. Executives mostly speak positively, so the labels compare each call with every company's latest call: “typical” is the middle third, “very upbeat” the top tenth, “cautious” the bottom tenth.. Dot: Q2 2026. Ring: Q1 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Sentences that drove the tone
“As we bring online contracted cash-flowing infrastructure assets that are in strong demand, allowing us to consistently crystallize value created through development and operational improvements, and redeploy capital into higher-returning...”
“In the first half of the year, we delivered record financial results, robust capital deployment, and the highest levels of development and asset recycling in our history.”
“On today's call, we will review our results for the second quarter, discuss how we continue to enhance our leadership position, capitalize on the significant growth opportunities in the current...”
Full figures
USD · ROIC.AI fundamentals (NYSE:BEPC, period end 2026-06-30)
| Metric | Q2 2026period end 2026-06-30 | Q1 2026period end 2026-03-31 | Change | Q2 2025 | YoY |
|---|---|---|---|---|---|
| Revenue | 1.08B | 883.0M | +21.9% | 952.0M | +13.0% |
| Gross profit | 623.0M | 468.0M | +33.1% | — | |
| Operating income | 277.0M | 128.0M | +116.4% | — | |
| Net income | -790.0M | -2.19B | Loss narrowed | -1.45B | Loss narrowed |
| EPS | -4.26 | -11.99 | Loss narrowed | — | |
| P/E | — | — | — | — | — |
Topics
Most discussed now
- New It would require at both levels a two-thirds of the vote actually saying yes to pass.
- In the first half of the year, Brookfield Renewable Partners delivered record financial results, robust capital deployment, and the highest…
- Brookfield Renewable Partners also furthers strengthened its balance sheet, ending the quarter with strong liquidity and positioning the…
- The largest buyers of power and sovereigns are increasingly looking for partners that can deliver reliable integrated power solutions at...
- Large existing business and further expands Brookfield Renewable Partners' battery storage
Faded since Q1 2026
- Dropped Brookfield Renewable Partners looks for businesses led by experienced management teams with large portfolios of assets and expertise in…
- Dropped Once Brookfield Renewable Partners has identified a potential investment opportunity, it then evaluates the quality and durability of the…
- Fading Brookfield Renewable Partners deployed its committed $2.2 billion into growth or $550 million net to BEP highlighted by the privatization…
- Fading Brookfield Renewable Partners had a very strong start to the year, delivering record financial results, advancing key strategic…