### @CCJ — Confirmed — from the earnings call and year-end filing
We own 49% of Westinghouse; Brookfield 51%, closed November 2023 equity-method. The US$80B partnership term sheet is signed — definitive agreement still under negotiation — government takes 20% of distributions above US$17.5B. Our 2026 Westinghouse adjusted EBITDA share guided US$370-430M, strong but below 2025; management attributes step-down to one-time Dukovany distribution and project-timing lumpiness. New-build earnings are lumpy, not a straight line. We don't guide past a final investment decision. We don't guide 2027.
- tier: Confirmed (✓)
- source: CCJ / The Westinghouse stake and the $80B government partnership
- receipt: https://ticker.thevixguy.com/p/p-day-20260723-ccj-src-ccj-westinghouse-partnership-conversation
- posted: 2026-07-23T17:54:55.901Z