Brookfield Renewable Q3 2026 slides: FFO surges 15% on growth

Cameco (CCJ) owns 49% of Westinghouse, a nuclear power service provider. The U.S. Nuclear Regulatory Commission extended the license for Westinghouse's AP1000 reactor through 2066, following successful operation at Southern Company's (SO) Vogtle plants. The Nuclear Company plans to use up to six AP1000 reactors in Kentucky, potentially boosting Westinghouse's growth and Cameco's stake.

Brookfield Renewable (BEP) reported a Q3 loss of $360M, or 52 cents per share, missing analyst estimates. Revenue was $1.78B, with adjusted revenue at $968M, also below forecasts. Shares are up 12% YTD but down 4% over the past year.

Brookfield Renewable Partners reported Q3 FFO of $0.51 per unit, in line with expectations, and revenue of $1.78B, beating estimates by $160M. Revenue grew 11.3% year-over-year, while FFO rose 15% to $346M. The company reported a net loss of $314M, or $0.52 per unit.

Brookfield Renewable Partners reported Q3 FFO of $346M, up 15% YoY, with a net loss of $314M. According to the company, FFO per unit rose 11%. Upcoming catalysts include a unitholder vote on corporate simplification and dividend declaration.

Brookfield Renewable reported Q3 2026 results, including a net loss of $314M but FFO of $346M. The company acquired Boralex for $1.9B and Aypa for $3B, expanding its renewable energy and battery storage capabilities. It also secured a $120B nuclear reactor deal with Westinghouse and the Republic of Korea. The company aims to scale new build construction to 10,000 megawatts by 2027 and 11,000 megawatts by 2028.

Cameco Corp. (CCO) may increase dividends following Westinghouse Electric Co.'s planned IPO, valued at $30B-$50B. Cameco, owning 49% of Westinghouse, could return proceeds to shareholders. Analysts predict a fivefold increase in Cameco's free cash flow by 2028, driven by Westinghouse's reactor sales and Cameco's uranium production.