Brookfield Infrastructure Partners' 17th Straight Distribution Hike and AI Push Reinforce Investment Narrative

Brookfield Infrastructure Partners reported FY2025 results with revenue of $23.10 billion and net income of $449 million, alongside sharply higher earnings per unit. The partnership marked its 17th consecutive year of raising distributions, increased the quarterly payout to $0.455 per unit, and emphasized fast-growing data and AI-related infrastructure. This update tilts the narrative incrementally positive but does not change the risk profile.