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May 7, 2026·SEC
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XPLR Infrastructure, LP(XIFR)Earnings, Financials & Key Ratios
XIFR•NYSE•Utilities
$12.53
Price updated Jul 7, 2026
AboutXPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy projects with long-term cash flows. It owns interests in wind and solar projects in North America and natural gas infrastructure assets in Texas. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL.Show more
- Revenue$1.19B-3.4%
- EBITDA$705M+307.5%
- Net Income-$28M-21.7%
- Free Cash Flow-$219M-110.8%
- EBITDA Margin59.34%+321.9%
- Net Margin-2.36%-26.0%
- ROE-0.24%-37.9%
- Interest Coverage-0.09+94.6%
- Debt/Equity0.57+37.0%
XIFR Price & Volume
XPLR Infrastructure, LP (XIFR) stock price & volume — 10-year historical chart
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Volatile Cash Flows Mask Structural Profitability Challenges
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Mixed
Cash Flow:Deteriorating
Primary Risk:Capital Market Access Dependency
Key Thesis Takeaways
- XPLR Infrastructure, LP faces significant headwinds as its reliance on sponsor-led drop-downs fails to offset a 3.41% year-over-year revenue contraction and persistent margin compression.
- The company's inability to maintain consistent profitability, evidenced by a negative 2.36% net margin, suggests that its current business model is struggling to generate sustainable returns for unitholders.
- Investors should remain cautious as the firm's capital expenditure, which reached $706 million in 2024Q2, frequently outpaces operating cash flow, necessitating ongoing reliance on external financing to support its stagnant $15.3 billion net PPE base.
Verdict Logic
the company's dividend payout ratio of 75.8% in 2026Q1 appears unsustainable given the recent negative operating cash flow of $5 million and the lack of consistent earnings growth.
XIFR Growth Metrics
XPLR Infrastructure, LP (XIFR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years9.02%
5 Years5.31%
3 Years7.03%
TTM-6.06%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM154.74%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM158.42%
Return on Capital
10 Years1.63%
5 Years-0.29%
3 Years-0.7%
Last Year0.31%
XIFR Recent Earnings
XPLR Infrastructure, LP (XIFR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 0/12 qtrs (0%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.35+158.3%
$0.60
Rev
$275M-19.4%
$341M
Q1 2026
Feb 10, 2026Metric
Actual
Est
EPS
$0.30+138.5%
$0.78
Rev
$249M-42.5%
$433M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.37-424.2%
$0.07
Rev
$313M-16.9%
$377M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.84+320.0%
$0.20
Rev
$341M-10.3%
$380M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.35vs $0.60+158.3% | $275Mvs $341M-19.4% |
| Q1 2026 | Feb 10, 2026 | $0.30vs $0.78+138.5% | $249Mvs $433M-42.5% |
| Q4 2025 | Nov 4, 2025 | $0.37vs $0.07-424.2% | $313Mvs $377M-16.9% |
| Q3 2025 | Aug 7, 2025 | $0.84vs $0.20+320.0% | $341Mvs $380M-10.3% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for XPLR Infrastructure, LP (XIFR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.53 | $1.18B | -41.77 | -3.41% | -2.36% | -0.24% | 35.78% | |
| $19.81 | $68.15B | 14.67 | -0.05% | 6.21% | 11.56% | — | |
| $37.64 | $81.43B | 14.15 | -6.44% | 11.42% | 19.49% | — | |
| $22.68 | $16B | 13.66 | -11.61% | 2.54% | 8.84% | — | |
| $44.80 | $17.64B | 14.93 | 6.61% | 29.9% | 33.79% | — | |
| $57.51 | $58.38B | 11.93 | 8.37% | 37.54% | 32.81% | — |
Compare XIFR vs Peers
XPLR Infrastructure, LP (XIFR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
XIFR SEC Filings & Documents
XPLR Infrastructure, LP (XIFR) SEC filings — annual & quarterly reports (10-K, 10-Q)
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XIFR Frequently Asked Questions
XPLR Infrastructure, LP (XIFR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is XPLR Infrastructure, LP's revenue?
XPLR Infrastructure, LP (XIFR) reported $1.18B in revenue for fiscal year 2025. This represents a 1168% increase from $93.0M in 2012.
How fast is XPLR Infrastructure, LP growing?
XPLR Infrastructure, LP (XIFR) saw revenue decline by 3.4% over the past year.
Is XIFR profitable?
Yes, XPLR Infrastructure, LP (XIFR) is profitable, generating $104.0M in net income for fiscal year 2025 (-2.4% net margin).
Dividend & Returns
Does XIFR pay dividends?
Yes, XPLR Infrastructure, LP (XIFR) pays a dividend with a yield of 35.78%. This makes it attractive for income-focused investors.
What is XIFR's return on equity?
XPLR Infrastructure, LP (XIFR) has a return on equity (ROE) of -0.2%. Negative ROE indicates the company is unprofitable.
What is XPLR Infrastructure, LP's free cash flow?
XPLR Infrastructure, LP (XIFR) had negative free cash flow of $164.0M in fiscal year 2025, likely due to heavy capital investments.