NYSE$BAM

Brookfield Asset Management Ltd · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Brookfield Asset Management reported Q1 2026 total revenues of $1.34B with net income of $586M.

For the quarter ended March 31, 2026, Brookfield Asset Management total revenues were $1.34 billion versus $1.08 billion a year ago. Net income was $586 million compared with $507 million in Q1 2025, driven by base management fees, incentive distributions and performance fees across alternative asset platforms.

  • Total revenues $1.34B (+24% YoY); net income $586M.
  • Fee-related earnings growth across asset management franchises.
  • Net income attributable to common stockholders $617M.

Headline financials

Total Revenue

$1.34B

Previous: $1.08B+23.8%
EPS

$0.38

Previous: $0.36+5.6%
Capital Expenditures

-$6M

Previous: -$2M-200.0%
Free Cash Flow

$332M

No prior period
Net Income

$586M

Previous: $507M+15.6%
Operating Income

$1.33B

Previous: $582M+127.8%
Gross Profit

$1.34B

No prior period
Cash & Equivalents

$1.05B

No prior period
Total Assets

$17.9B

No prior period

Revenue & EPS history

Brookfield · Revenue · Quarterly

$1.34B

Q1 2026+23.8%vs Q1 2025
Beat estimate in 1 of 11 quarters(9%)
ActualEstimate

Forward guidance

Alternative asset manager does not guide quarterly EPS.

Tailwinds

  • Revenue and earnings grew on higher fee-bearing capital.

Headwinds

  • Performance fees sensitive to market valuations and realizations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.1%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-1.0%

Avg return

30 days after

64%

7 / 11 earnings

Positive

+5.7%

Q2 2023

Best reaction

-2.8%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-1.9%-5.3%
Q4 2025+4.9%+8.7%-2.7%
Q3 2025-0.5%+2.6%-0.0%
Q2 2025+2.3%-0.3%-5.3%
Q1 2025+2.1%+4.5%+4.9%
Q4 2024-1.0%+7.5%-15.7%
Q4 2023+0.7%+2.3%+5.9%
Q3 2023-2.8%-1.9%+12.3%
Q2 2023+5.7%+7.1%+6.0%
Q1 2023-2.6%-4.8%-4.4%
Q4 2022+2.9%+3.4%-6.8%
Q3 2022
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Q4 2013
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Q1 2013

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