XPLR Infrastructure (XIFR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 16, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.08

Last Year’s EPS

-1.05

Same Quarter Last Year

Analyst Consensus

Hold

Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 10, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call emphasizes successful execution against the company’s 2025 capital-simplification plan (delivering $1.88B adjusted EBITDA, $746M FCF before growth, >$1.1B CEPF reduction, ~$1.6B project financing raised, and completion of ~1.3 GW of repowerings). Management expanded its repowering program to ~2.1 GW (+500 MW, +31.25%) and announced a capital-efficient battery co-investment agreement with NextEra that could add ~200 net MW to XPLR’s portfolio with only ~ $80M potential equity exposure. Near-term headwinds include higher interest expense, the impact of asset dispositions and the absence of a one-time $40M 2024 benefit, deferred CEPF decisions (CEPF 3 until 2027), and timing of battery cash flows (commercial operations expected end-2027). Overall, highlights (strong cash generation, capital-structure progress, repowering expansion, and strategic JV with NextEra) outweigh the lowlights, though near-term FCF and execution timing risks remain.

Company Guidance

XPLR guided 2026 adjusted EBITDA of $1.75–$1.95 billion and free cash flow before growth of $600–$700 million (after 2025 actuals of $1.88 billion adjusted EBITDA and $746 million FCF before growth), saying the capital plan will be funded largely by retained cash flows supplemented by ~ $1.6 billion of project financing commitments and selective corporate debt; the repowering program was increased to ~2.1 GW through 2030 (up 500 MW from the prior 1.6 GW) with ~1.3 GW completed to date and ~350 MW of incremental repowerings expected, and XPLR announced a NextEra co-investment creating 4 co‑located battery projects totaling 400 MW (XPLR able to invest up to 49%, ~200 net MW) expected COD by end of 2027 with an expected net equity contribution of ~ $80 million after ~$31 million of interconnection sales (plus ~$14 million for Palo Duro) and the option to monetize up to 500 MW of additional interconnection rights; capital‑structure actions addressed > $1.1 billion of CEPFs in 2025, plan partial CEPF5 buyouts of ~ $150 million in 2026 and ~$470 million in 2027 and target a > $2 billion reduction in third‑party non‑controlling interests by 2030, while reducing the revolver to $1.25 billion (from $2.5 billion) and keeping corporate maturities at $750 million or less in any 12‑month period through 2030; management also noted the portfolio could deliver > $200 million of incremental revenue by 2040 and that guidance assumes normal weather and operating conditions.

Strong 2025 Financial Results

Adjusted EBITDA of $1.88 billion and free cash flow before growth of $746 million for full-year 2025, demonstrating robust cash generation from contracted assets. 2026 guidance targets adjusted EBITDA of $1.75B–$1.95B (midpoint ~$1.85B, ~-1.6% vs. 2025) and free cash flow before growth of $600M–$700M (midpoint ~$650M, ~-12.9% vs. 2025).

Capital Structure Simplification Delivered

Addressed more than $1.1 billion of CEPFs in 2025 and announced a plan expected to reduce third-party non-controlling equity by more than $2 billion by 2030 without issuing new equity. Specific CEPF buyout schedule includes ~ $150M (2026) and ~$470M (2027) for CEPF 5.

Asset Sales and Financing Achievements

Completed sale of Meade pipeline and certain distributed generation assets generating ~ $160 million of net proceeds; raised approximately $1.6 billion of project financing commitments to recapitalize assets and fund the wind repowering program; pre-funded 2026 corporate maturities via an early notes issuance in November 2025.

Repowering Program Progress and Expansion

Completed nearly 1.3 gigawatts of previously announced repowerings in 2025 and increased the repowering plan from 1.6 GW to ~2.1 GW through 2030 (addition of 500 MW, +31.25%), expecting the additional repowerings to deliver strong equity returns and be funded by retained cash flows and project-level financing.

Battery Storage Co-Investment Agreement with NextEra

Announced interconnection sale and battery storage co-investment with NextEra Energy Resources: 4 co-located battery projects totaling 400 MW (XPLR option to invest up to 49% in each). If XPLR exercises all rights, expected net equity contribution ~ $80 million (partially funded by ~$31M in interconnection sales to these projects and ~$14M for an additional Palo Duro project). Storage projects have long-dated capacity agreements and are expected to reach commercial operations by end of 2027.

Portfolio Upside from Recontracting

Approximately 80% of megawatt hours sold are contracted at prices below current/future market prices; management estimates potential for more than $200 million of incremental revenue by 2040 from recontracting as PPA expirations occur (subject to market conditions and execution).

Liquidity and Liability Management

Maintains a fully undrawn revolving credit facility (revolver reduced from $2.5B to $1.25B, a -50% reduction to align with funding needs); company reports $750M or less in corporate debt maturities in any 12-month period through year-end 2030 and an extended debt maturity profile after 2025 refinancing actions.

XPLR Infrastructure (XIFR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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XIFR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 16, 2026	2026 (Q1)	-0.08 / -	-1.05	―	―	―
Feb 10, 2026	2025 (Q4)	0.39 / 0.30	-1.08	127.78% (+1.38)
Nov 04, 2025	2025 (Q3)	-0.07 / -0.37	-0.43	13.95% (+0.06)		―
Aug 07, 2025	2025 (Q2)	1.04 / 0.84	0.66	27.27% (+0.18)		―
May 08, 2025	2025 (Q1)	0.43 / -1.05	0.75	-240.00% (-1.80)		―
Jan 28, 2025	2024 (Q4)	0.27 / -1.08	1.2	-190.00% (-2.28)
Oct 23, 2024	2024 (Q3)	0.43 / -0.43	0.57	-175.44% (-1.00)
Jul 24, 2024	2024 (Q2)	0.75 / 0.66	0.53	24.53% (+0.13)
Apr 23, 2024	2024 (Q1)	0.28 / 0.75	-0.17	541.18% (+0.92)
Jan 25, 2024	2023 (Q4)	0.41 / 1.20	0.4	200.00% (+0.80)

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
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%
May 08, 2025	$8.63	$8.96	+3.82%

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 (XIFR) report earnings?

XPLR Infrastructure (XIFR) is schdueled to report earning on Apr 16, 2026, Before Open (Confirmed).

What is XPLR Infrastructure (XIFR) earnings time?

XPLR Infrastructure (XIFR) earnings time is at Apr 16, 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 (Q1) is -0.08.