Brookfield Renewable Partners L.P.(US:BEP) ZACKSยท2025-11-05 16:01Core Insights - Brookfield Renewable Energy Partners (BEP) reported $826 million in revenue for Q3 2025, a year-over-year increase of 2.7% [1] - The EPS for the same period was -$0.23, an improvement from -$0.32 a year ago, with an EPS surprise of +48.89% compared to the consensus estimate of -$0.45 [1] Revenue Performance - The reported revenue of $826 million was a surprise of -4.84% compared to the Zacks Consensus Estimate of $867.98 million [1] - Operating revenue from utility-scale solar was $174 million, a 20% increase year-over-year, but below the average estimate of $179.18 million [4] - Wind revenue was reported at $116 million, down 12.8% year-over-year, and below the average estimate of $145.48 million [4] - Hydroelectric revenue in North America was $224 million, slightly above the estimate of $218.59 million, representing a 7.7% increase year-over-year [4] - Total hydroelectric revenue was $345 million, a 0.6% increase year-over-year, but below the average estimate of $352.27 million [4] - Revenue from sustainable solutions was $123 million, below the estimate of $147.66 million, with a year-over-year change of +3.4% [4] - Distributed energy & storage revenue was $68 million, below the estimate of $74.8 million, with a year-over-year change of +6.3% [4] Generation Metrics - Total actual generation was 7,186 GWh, significantly below the 10-analyst average estimate of 8,526.72 GWh [4] - Utility-scale solar generation was 1,522 GWh, below the average estimate of 1,635.94 GWh [4] - Wind generation totaled 1,668 GWh, below the average estimate of 2,145.77 GWh [4] - Hydroelectric generation was 3,577 GWh, below the average estimate of 4,307.85 GWh [4] Stock Performance - Shares of Brookfield Renewable have returned +12.3% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]