Core 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]

Core Insights - Brookfield Renewable Energy Partners (BEP) reported revenue of $974 million for Q2 2025, a 17.4% year-over-year increase, with an EPS of -$0.22 compared to -$0.28 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $978.52 million by 0.46%, and the EPS was 15.79% below the consensus estimate of -$0.19 [1] Financial Performance Metrics - Total actual generation was 9,542 GWh, below the average estimate of 9,678.33 GWh [4] - Utility-scale solar generation was 1,349 GWh, compared to the estimated 1,500.15 GWh [4] - Wind generation totaled 2,117 GWh, below the estimated 2,490.57 GWh [4] - Hydroelectric generation was 5,668 GWh, exceeding the estimate of 5,274.80 GWh [4] Revenue Breakdown - Utility-scale solar operating revenue was $126 million, below the estimate of $158.85 million, with a year-over-year increase of 5% [4] - Wind revenue was $146 million, compared to the estimated $181.55 million, reflecting a year-over-year decrease of 5.2% [4] - Hydroelectric operating revenue in North America was $344 million, surpassing the estimate of $285.33 million [4] - Total hydropower revenue was $457 million, exceeding the estimate of $423.64 million, with a year-over-year increase of 20% [4] - Hydroelectric revenue from Colombia was $61 million, below the estimate of $84.72 million [4] - Hydroelectric revenue from Brazil was $52 million, slightly below the estimate of $53.1 million [4] - Sustainable solutions revenue was $178 million, significantly above the estimate of $124.04 million, with a year-over-year increase of 56.1% [4] - Distributed energy & storage revenue was $67 million, slightly below the estimate of $69.04 million, with a year-over-year increase of 9.8% [4] Stock Performance - Brookfield Renewable shares returned +3.4% over the past month, outperforming the Zacks S&P 500 composite's +2.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for near-term outperformance [3]