For the quarter ended December 2025, Brookfield Renewable Energy Partners (BEP) reported revenue of $885 million, up 20.1% over the same period last year. EPS came in at $0.54, compared to -$0.06 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $934.01 million, representing a surprise of -5.25%. The company delivered an EPS surprise of +258.82%, with the consensus EPS estimate being -$0.34.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Brookfield Renewable performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Actual Generation - Distributed energy & storage: 302.00 GWh compared to the 308.94 GWh average estimate based on 10 analysts.
- Actual Generation - Hydroelectric - Brazil: 840.00 GWh compared to the 946.39 GWh average estimate based on 10 analysts.
- Actual Generation - Total: 7,759.00 GWh compared to the 9,207.42 GWh average estimate based on 10 analysts.
- Actual Generation - Utility-scale solar: 942.00 GWh versus 1,043.98 GWh estimated by 10 analysts on average.
- Operating Revenue- Utility-scale solar: $73 million versus the 11-analyst average estimate of $98.67 million. The reported number represents a year-over-year change of +25.9%.
- Revenues- Wind: $169 million versus $200.27 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a -1.7% change.
- Operating Revenue- Hydroelectric- North America: $207 million compared to the $257.31 million average estimate based on 11 analysts. The reported number represents a change of +25.5% year over year.
- Revenues- Hydroelectric: $392 million versus $441.44 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +25.2% change.
- Operating Revenue- Hydroelectric- Colombia: $136 million versus $130.12 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +36% change.
- Operating Revenue- Hydroelectric- Brazil: $49 million compared to the $53.58 million average estimate based on 11 analysts. The reported number represents a change of +2.1% year over year.
- Operating Revenue- Sustainable solutions: $178 million versus the seven-analyst average estimate of $150.31 million. The reported number represents a year-over-year change of +23.6%.
- Operating Revenue- Distributed energy & storage: $73 million compared to the $56.84 million average estimate based on six analysts. The reported number represents a change of +46% year over year.
View all Key Company Metrics for Brookfield Renewable here>>>
Shares of Brookfield Renewable have returned +5.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Brookfield Renewable Partners L.P. (BEP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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