Brookfield Asset Management (BAM) Financials: History & Chart

Brookfield Asset Management Ltd. (BAM)BAMBrookfield Asset Management Ltd.

About Brookfield Asset Management Ltd.

Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.

New York, NY

5,800 employees

www.brookfield.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Connor David Teskey

View full financials

Financials

SEC Filings

Quarterly Income Statement (USD)

Swipe horizontally to review earlier periods. The line-item column stays pinned.

Quarterly Report	TTM	Quarter ended Mar 2026	Quarter ended Dec 2025	Quarter ended Sep 2025	Quarter ended Jun 2025	Quarter ended Mar 2025	Quarter ended Dec 2024	Quarter ended Sep 2024	Quarter ended Jun 2024
Revenue	4.79B	1.32B	1.24B	1.14B	1.09B	1.08B	1.06B	1.12B	916.00M
Cost of Goods Sold	1.35B	233.72M	331.00M	379.00M	404.00M	259.00M	276.00M	326.00M	277.00M
Gross Profit	3.44B	1.09B	905.00M	761.00M	686.00M	822.00M	787.00M	791.00M	639.00M
Gross Profit Margin	71.8%	82.3%	73.2%	66.8%	62.9%	76.0%	74.0%	70.8%	69.8%
Total Operating Expenses	416.78M	442.78M	-42.00M	-2.00M	18.00M	6.00M	22.00M	20.00M	13.00M
Research & Development	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Selling, General & Administrative	72.00M	22.00M	9.00M	23.00M	18.00M	6.00M	22.00M	20.00M	13.00M
Operating Income (EBIT)	3.02B	642.97M	947.00M	763.00M	668.00M	816.00M	765.00M	771.00M	626.00M
Operating Margin	63.1%	48.7%	76.6%	66.9%	61.3%	75.5%	72.0%	69.0%	68.3%
Income Before Tax (EBT)	3.03B	686.36M	914.00M	770.00M	659.00M	582.00M	809.00M	633.00M	660.00M
Interest Income	364.48M	139.05M	160.43M	64.00M	1.00M	N/A	N/A	N/A	64.00M
Interest Expense	160.35M	46.35M	N/A	60.00M	54.00M	159.00M	28.00M	31.00M	29.00M
Other Income/Expense	8.39M	43.39M	-33.00M	7.00M	-9.00M	-234.00M	44.00M	-138.00M	34.00M
Net Income	2.50B	608.45M	560.00M	715.97M	620.00M	581.00M	688.00M	544.00M	495.00M
Income Tax Expense	560.48M	108.48M	299.00M	78.00M	75.00M	75.00M	129.00M	96.00M	142.00M
Net Profit Margin	52.3%	46.1%	45.3%	62.8%	56.9%	53.7%	64.7%	48.7%	54.0%
EBITDA	3.07B	655.79M	957.00M	779.00M	679.19M	819.00M	768.00M	775.00M	629.00M
EBITDA Margin	64.2%	49.7%	77.4%	68.3%	62.3%	75.8%	72.2%	69.4%	68.7%
Depreciation & Amortization	50.01M	12.82M	10.00M	16.00M	11.19M	3.00M	3.00M	4.00M	3.00M
EPS Basic	1.56	0.38	0.35	0.45	0.38	0.36	0.42	0.34	0.31
EPS Diluted	1.54	0.38	0.34	0.44	0.38	0.36	0.42	0.34	0.31
Shares Outstanding	1.61B	1.61B	1.60B	1.61B	1.54B	1.61B	1.12B	1.61B	1.60B
Diluted Shares Outstanding	1.62B	1.62B	1.65B	1.65B	1.54B	1.61B	1.12B	1.62B	1.61B

Annual Income Statement (USD)

Swipe horizontally to review earlier years. The line-item column stays pinned.

Annual Report	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Revenue	4.61B	3.98B	4.06B	3.63B	2.79B	2.15B	2.17B
Cost of Goods Sold	1.37B	1.15B	1.05B	700.00M	703.00M	0.00	0.00
Gross Profit	3.23B	2.83B	3.01B	2.93B	2.08B	2.15B	2.17B
Gross Profit Margin	70.2%	71.0%	74.2%	80.7%	74.8%	100.0%	100.0%
Total Operating Expenses	201.00M	64.00M	56.00M	81.00M	18.00M	910.00M	957.00M
Research & Development	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Selling, General & Administrative	56.00M	64.00M	56.00M	81.00M	132.00M	114.00M	92.00M
Operating Income (EBIT)	3.03B	2.76B	2.96B	2.85B	2.07B	1.24B	1.22B
Operating Margin	65.8%	69.4%	72.8%	78.5%	74.1%	57.8%	56.0%
Income Before Tax (EBT)	2.92B	2.55B	2.55B	3.49B	3.35B	783.00M	1.72B
Interest Income	129.00M	N/A	N/A	N/A	N/A	N/A	N/A
Interest Expense	115.00M	136.00M	71.00M	3.00M	171.00M	257.00M	154.00M
Other Income/Expense	-109.00M	-216.00M	-404.00M	646.00M	1.28B	-461.00M	506.00M
Net Income	2.48B	2.17B	1.84B	1.92B	1.87B	382.00M	1.91B
Income Tax Expense	527.00M	438.00M	417.00M	627.00M	504.00M	226.00M	-375.00M
Net Profit Margin	53.9%	54.5%	45.3%	52.8%	67.0%	17.7%	88.0%
EBITDA	3.07B	2.78B	2.97B	2.86B	2.08B	1.25B	1.22B
EBITDA Margin	66.7%	69.7%	73.2%	78.8%	74.5%	58.1%	56.2%
Depreciation & Amortization	40.00M	14.00M	14.00M	13.00M	11.00M	7.00M	6.00M
EPS Basic	1.54	1.33	1.12	4.83	4.64	0.00	0.00
EPS Diluted	1.52	1.33	1.12	4.83	4.64	0.00	0.00
Shares Outstanding	1.17B	1.11B	388.75M	396.18M	402.73M	0	0
Diluted Shares Outstanding	1.65B	1.12B	388.75M	396.18M	402.73M	0	0

Values are displayed in USD. Negative numbers shown in red.

Values are displayed in USD. Negative numbers are shown in red.