Xplr Infrastructure, Lp (XIFR)
NYSE:XIFR
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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
0.84Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally constructive strategic and operational story: solid Q1 results within expectations, clear progress on repowering, successful capital transactions in 2025 that reduce near-term corporate refinancing needs, and a new battery co‑investment expected to add ~200 MW of storage. Offsetting this were near-term headwinds: slightly below‑average wind resource (99% vs. 103% prior year), higher O&M due to pulled-forward maintenance, and material incremental interest expense (~$74M corporate + ~$12M project) that reduced Free Cash Flow in Q1. Management reiterated full-year 2026 guidance and emphasized capital discipline and liquidity, suggesting the negatives are largely expected, temporary, or part of executed transactions.Company Guidance
Solid Operational Start to 2026
Management described a 'solid start' to 2026 with portfolio performance consistent with expectations and disciplined execution of strategic priorities to simplify capital structure and invest in the asset base.
First Quarter Financials
Q1 2026 adjusted EBITDA of approximately $435 million and Free Cash Flow Before Growth of $89 million. Management noted Q1 typically represents roughly 12%–15% of expected full-year Free Cash Flow Before Growth due to seasonality and interest timing.
Full-Year 2026 Guidance
Company reaffirmed 2026 guidance of adjusted EBITDA between $1.75 billion and $1.95 billion and Free Cash Flow Before Growth between $600 million and $700 million, assuming normal weather and operating conditions.
Repowering Program Progress
Approximately 30% of the repowering projects planned for 2026 have been completed to date; remaining projects are on track and expected to enhance generation output and asset longevity, supporting long-term portfolio performance.
Battery Storage Co-Investment with NextEra
XPLR exercised options to co-invest with NextEra Energy Resources in four battery projects, taking expected 49% interests that are projected to add roughly 200 net megawatts of battery storage capacity to the portfolio by year-end 2027. Net equity required after asset-level financing is expected to be about $80 million and is planned to be funded through interconnection asset sales and joint-venture structures.
Capital and Financing Execution
Completed final expected draw from 2025 project financing commitments and executed refinancings/recapitalizations in 2025 such that the next major corporate refinancing is not expected until 2027, implying a relatively modest near-term corporate financing plan.
Recontraction Example with Meaningful Price Uplift
Recontyped roughly 90 MW at an existing wind site at a rate approximately $25 per MWh higher than the project's realized pricing over the past year — described as a small project but a meaningful percentage uplift and an early example of broader recontracting opportunities.
Liquidity Position
Reported approximately $943 million of cash and equivalents on the balance sheet, indicating liquidity headroom to support near-term activities (management noted a portion of cash is project-level reserves).
XIFR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XIFR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $11.21 | $11.41 | +1.78% |
Feb 10, 2026 | $10.18 | $11.12 | +9.23% |
Nov 04, 2025 | $9.55 | $9.05 | -5.24% |
Aug 07, 2025 | $8.90 | $9.90 | +11.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Xplr Infrastructure, Lp (XIFR) report earnings?
Xplr Infrastructure, Lp (XIFR) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Xplr Infrastructure, Lp (XIFR) earnings time?
Xplr Infrastructure, Lp (XIFR) earnings time is at Jul 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XIFR EPS forecast?
XIFR EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.