The mixed results (revenue down, net income up) and active capital recycling suggest a transitional quarter. Monitor closing of the Multiplex sale (Q4 2026) and new acquisitions (World Freight, Gregg Distributors) for earnings accretion. The $2.8B pro forma liquidity and ongoing buyback program provide downside support, but revenue trajectory and infrastructure services weakness warrant caution.
Price Chart
Executive Summary
Brookfield Business Corp reported Q2 2026 revenue of $6.5B (down ~3% YoY) but net income attributable to shareholders improved to $37M from $26M. The company generated over $1.2B in capital recycling proceeds YTD, including the Multiplex sale for ~$650M, and committed over $300M to new acquisitions (World Freight, Gregg Distributors) and an OpenAI DeployCo investment. Adjusted EBITDA was essentially flat at $587M vs $591M, and the company repurchased $50M of shares during the quarter, ending with $1.9B liquidity.
Key Facts
- Q2 2026 revenue of $6,497M declined from $6,695M in Q2 2025
- Net income attributable to shareholders was $37M ($0.18/share) vs $26M ($0.12/share) in prior year
- Adjusted EBITDA of $587M vs $591M in Q2 2025
- Over $1.2B in capital recycling proceeds YTD, including Multiplex sale for ~$650M
- Committed over $300M to acquire World Freight Company ($175M for 25% stake) and Gregg Distributors ($140M for 30% stake)
- Closed investment in OpenAI Deployment Company (DeployCo)
- Repurchased $50M of shares in Q2, totaling over $320M since early 2025
- Available liquidity of $1.9B, pro forma $2.8B
- Quarterly dividend of $0.0625 per share declared
Financial Impact
Revenue declined ~3% YoY to $6.5B; net income improved to $37M from $26M; Adjusted EBITDA essentially flat at $587M; capital recycling generated $1.2B YTD
Risk Factors
- Revenue decline of ~3% YoY and six-month revenue down ~4%
- Infrastructure Services Adjusted EBITDA fell to $96M from $109M due to contract penalty and investment spend
- Adjusted EFO in Infrastructure Services dropped to $28M from $38M
- Execution risk on integrating new acquisitions and realizing value creation plans
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-005104 |
| Document: f6k_073126.htm | 0001171843-26-005104 |
| Document: 0001171843-26-005104-index-headers.html | 0001171843-26-005104 |
| Document: 0001171843-26-005104-index.html | 0001171843-26-005104 |
| Document: 0001171843-26-005104.txt | 0001171843-26-005104 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 15, 2026 6w ago | Institutional Cluster | $28.95 $25.61 | ▼ −11.54% | ▼ −9.56% | $25.71 (−11.19%) |
Aug 14, 2026 7w ago | 6-K | $29.37 $25.87 | ▼ −11.92% | ▼ −9.93% | $25.71 (−12.46%) |
Jul 31, 2026 9w ago | 6-K | $29.63 $27.97 | ▼ −5.60% | ▼ −8.59% | $25.71 (−13.23%) |
May 11, 2026 20w ago | 6-K | $32.72 $32.04 | ▼ −2.08% | ▼ −0.35% | $25.71 (−21.42%) |
May 8, 2026 21w ago | 6-K | $30.85 $32.89 | ▲ +6.61% | ▲ +6.59% | $25.71 (−16.66%) |
May 8, 2026 21w ago | Press Release | $30.85 $32.89 | ▲ +6.61% | ▲ +6.59% | $25.71 (−16.66%) |
Apr 13, 2026 24w ago | 15-12G | $34.11 $31.81 | ▼ −6.74% | ▼ −14.47% | $25.71 (−24.63%) |
Apr 1, 2026 26w ago | Press Release | $33.45 $33.39 | ▼ −0.18% | ▼ −9.90% | $25.71 (−23.14%) |
Mar 31, 2026 26w ago | Press Release | $31.64 $33.30 | ▲ +5.25% | ▼ −4.18% | $25.71 (−18.74%) |
Mar 27, 2026 26w ago | 6-K | $31.65 $33.43 | ▲ +5.62% | ▼ −6.97% | $25.71 (−18.77%) |
US Market Status
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