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BAM · Brookfield Asset Management Ltd.

5 filings

10-Q

BAM 10-Q Quarterly Reports

Brookfield Asset Management Ltd. - 5 quarterly reports

Filing record · 2022–202610-K410-Q58-K133

2026-Q2
Brookfield Asset Management Ltd. Quarterly Report for Q2 Ended Jun 30, 2026
Brookfield Asset Management Ltd. (BAM) reported strong financial performance for the six months ended June 30, 2026. Total revenues increased by 42% year-over-year to $3.1 billion, driven by significant growth across all segments, particularly in credit and infrastructure. Net income attributable to common stockholders rose to $1.5 billion, a 27% increase from the prior year period, reflecting robust fee generation and successful capital deployment. The company's Fee-Bearing Capital grew by 12% to $672 billion, underscoring its ability to attract and manage increasing amounts of client assets. This growth was fueled by strong inflows across all strategies, especially in credit, driven by insurance capital and partner manager contributions. Despite increased operating expenses and compensation costs to support business growth, BAM demonstrated effective cost management, resulting in a 40% increase in Segment Earnings for the credit segment and an overall 15% increase in Distributable Earnings.
Aug 10, 2026
2026-Q1
Brookfield Asset Management Ltd. Quarterly Report for Q1 Ended Mar 31, 2026
Brookfield Asset Management Ltd. (BAM) reported a strong first quarter for 2026, with total revenues increasing by 24% year-over-year to $1.34 billion. This growth was primarily driven by a significant increase in "Other Revenues," largely due to higher recoveries of compensation costs from BN, and a notable rise in investment income, particularly from unrealized carried interest allocations. Net income attributable to common stockholders reached $617 million, a 6% increase from the prior year's quarter, reflecting improved operational performance. The company's Fee-Bearing Capital also saw a healthy increase to $613.8 billion, up 2% from the previous quarter, indicating continued growth in assets under management across its diverse strategies. The Credit segment remains the largest contributor to Fee-Bearing Capital, followed by Real Estate and Infrastructure. Despite increased expenses, particularly in compensation and benefits, BAM demonstrated robust profitability and maintained a strong liquidity position with $2.5 billion in deployable capital at quarter-end.
May 8, 2026
2025-Q3
Brookfield Asset Management Ltd. Quarterly Report for Q3 Ended Sep 30, 2025
Brookfield Asset Management Ltd. (BAM) reported solid financial performance for the nine months ended September 30, 2025. Total revenues reached $3.4 billion, up 17% year-over-year, driven by strong growth in base management and advisory fees across all segments, particularly in infrastructure and credit. Net income attributable to common stockholders was $1.9 billion, a significant increase from $1.5 billion in the prior year period, reflecting successful capital deployment and growing fee-bearing assets. The company's Fee-Bearing Capital also saw substantial growth, reaching $581 billion, up 8% year-to-date, highlighting continued investor confidence and the expansion of its asset management platform. Operationally, BAM completed the significant 2025 Arrangement in February 2025, which has been accounted for as a reverse asset acquisition. The company also executed several strategic initiatives, including investments in Castlelake and Primary Wave, and announced its intention to acquire the remaining common equity interests in Oaktree, expected to close in the first half of 2026. These activities underscore BAM's commitment to strategic growth and enhancing its market position in the alternative asset management sector.
Nov 10, 2025
2025-Q2
Brookfield Asset Management Ltd. Quarterly Report for Q2 Ended Jun 30, 2025
Brookfield Asset Management Ltd. (BAM) reported strong revenue growth and profitability in its Q2 2025 earnings. Total revenues increased by 19% year-over-year to $1.1 billion for the three months ended June 30, 2025. This growth was driven primarily by a 14% increase in base management and advisory fees, reflecting successful capital raises across various strategies, including renewable power, real estate, and credit. Incentive fees also saw a 9% rise, indicating positive performance across key listed affiliates like BIP and BEP. Operationally, the company demonstrated robust performance with Segment Earnings increasing by 25% to $567 million for the quarter. This was supported by strong fee-bearing capital growth across most segments, particularly in Renewable Power & Transition and Credit. The company's Fee-Bearing Capital grew to $563 billion, up 2% from the previous quarter. Despite increased compensation expenses, largely due to higher share-based compensation as BAM's share price appreciated, the company maintained healthy profitability. BAM's liquidity remains strong, with corporate liquidity at $1.5 billion, supported by a recent debt offering, positioning it well for future investments.
Aug 8, 2025
2025-Q1
Brookfield Asset Management Ltd. Quarterly Report for Q1 Ended Mar 31, 2025
Brookfield Asset Management Ltd. (BAM) reported a strong first quarter for 2025, demonstrating significant revenue growth and profitability. Total revenues increased by 22% year-over-year to $1.1 billion, primarily driven by a substantial 23% rise in base management and advisory fees, reflecting successful capital raising and higher valuations in key funds. Net income attributable to common stockholders surged to $581 million, up from $441 million in the prior year's first quarter, highlighting improved operational efficiency and strong asset performance. The company's Fee-Bearing Capital also saw healthy growth, reaching $549 billion. The recent completion of the 2025 Arrangement, which consolidated the asset management business under BAM, has streamlined operations and is expected to further enhance financial performance. BAM's diversified business segments, including Renewable Power & Transition, Infrastructure, Real Estate, Private Equity, and Credit, all contributed to this positive financial outcome.
May 9, 2025