Brookfield (BAMGF) Tax Rate (2009 - 2026)
Brookfield (BAMGF) posted Tax Rate of 0.97% for Q2 2026, up 86.66% on a QoQ basis from 7.3% in Q4 2025, and down 56.0% year-over-year from 2.21% in Q2 2025.
Analysis
Brookfield (BAMGF) Tax Rate (2009 - 2026) Analysis & Trends
Brookfield has reported Tax Rate for 18 years, with the latest figure at 0.97% in Q2 2026.
- On a quarterly basis, Tax Rate fell 56.0% year-over-year to 0.97% in Q2 2026; TTM through Jun 2026 was 1.55%, a 70.0% decrease from a year earlier, with the FY2025 full-year figure at 4.98%, down 68.0% from the prior year.
- Tax Rate was 0.97% for Q2 2026 at Brookfield, up from 7.3% in the prior quarter.
- The five-year high for Tax Rate was 12.75% in Q4 2024, with the low at 26.29% in Q3 2025.
- Average Tax Rate over 5 years is 8.18%, with a median of 1.82% recorded in 2022.
- The sharpest annual moves came in 2023 and 2024: Tax Rate sank 2311 bps in 2023, then soared 3699 bps in 2024.
- Over 5 years, Tax Rate stood at 1.13% in 2022, then plunged by 2042 bps to 24.24% in 2023, then jumped by 153 bps to 12.75% in 2024, then plunged by 157 bps to 7.3% in 2025, then soared by 87 bps to 0.97% in 2026.
- The last three Tax Rate figures came in at 0.97% (Q2 2026), 7.3% (Q4 2025), and 26.29% (Q3 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 103.71 Bn | 101.21 Bn | - | 16.11% |
| 2 | Kkr | 92.68 Bn | -184.40 Bn | - | 17.91% |
| 3 | Apollo Global Management | 76.86 Bn | 51.49 Bn | 10.54 Bn | 15.94% |
| 4 | Brookfield Asset Management | 76.64 Bn | 75.13 Bn | - | 12.14% |
| 5 | Wheaton Precious Metals | 72.10 Bn | 72.00 Bn | 687.86 Mn | 12.96% |
| 6 | Franco Nevada | 51.63 Bn | 50.08 Bn | 451.00 Mn | 23.17% |
| 7 | Brookfield | 37.98 Bn | 7.42 Bn | 19.38 Bn | -0.97% |
| 8 | Ares Management | 30.45 Bn | 30.45 Bn | - | 18.91% |
| 9 | Carlyle | 15.99 Bn | 14.74 Bn | - | 17.90% |
| 10 | Tpg | 8.24 Bn | 7.29 Bn | - | 10.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.97% |
| Dec 31, 2025 | -7.30% |
| Sep 30, 2025 | -26.29% |
| Jun 30, 2025 | -0.42% |
| Dec 31, 2024 | 12.75% |
| Sep 30, 2024 | -10.06% |
| Jun 30, 2024 | -0.72% |
| Mar 31, 2024 | -21.88% |
| Dec 31, 2023 | -24.24% |
| Sep 30, 2023 | -18.47% |
| Jun 30, 2023 | -0.94% |
| Mar 31, 2023 | -20.82% |
| Dec 31, 2022 | -1.13% |
| Jun 30, 2022 | -0.33% |
| Mar 31, 2022 | -1.82% |
| Dec 31, 2021 | -1.28% |
| Jun 30, 2021 | -35.09% |
| Dec 31, 2020 | -0.76% |
| Jun 30, 2020 | -1.18% |
| Mar 31, 2020 | -1.17% |