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XPLR Infrastructure (XIFR) investor relations material
XPLR Infrastructure Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Operates approximately 10 GW of clean energy assets across 28 U.S. states, with a diversified portfolio of wind (80%), solar (17%), and storage (3%) projects generating about 31,080 GWh in 2024.
Third largest wind and solar producer in the U.S., with a net asset book value of about $18B and enterprise value of about $14B as of September 30, 2025.
Holds a 48.8% limited partner interest in OpCo, with NEE Equity holding 51.2% as a noncontrolling interest.
No material operational or financial impact from recent legislative and regulatory changes, including the OBBBA and new tariffs.
Strategic relationship with NextEra Energy provides operational, engineering, and supply chain advantages.
Financial highlights
Q3 2025 Adjusted EBITDA was $455M, flat year-over-year; Free Cash Flow Before Growth (FCFBG) was $179M, down 5% from Q3 2024.
Operating revenues for Q3 2025 were $315M, slightly down from $319M in Q3 2024.
Q3 2025 net loss was $37M, improved from $40M in Q3 2024; included a $253M non-cash goodwill impairment charge.
Net cash provided by operating activities for the nine months ended September 30, 2025, was $553M.
Trailing 12-month Adjusted EBITDA as of September 30, 2025, was about $2B; TTM FCFBG was about $0.8B.
Outlook and guidance
Reaffirmed 2025 Adjusted EBITDA guidance of $1,850–$2,050M and FCFBG of $600–$700M.
2026 guidance: Adjusted EBITDA of $1,750–$1,950M and FCFBG of $600–$700M, with lower EBITDA due to the Meade pipeline investment sale.
Management expects liquidity and cash flows from operations to be adequate for O&M, capex, and liquidity commitments.
Long-term demand growth in U.S. power sector expected, with about 23 years of average remaining asset life in the portfolio.
Wind repowering program expected to qualify for clean energy tax credits.
HoldCo debt reduction impact on strategy?
Future portfolio contribution post asset sales?
Impact of Class B buyout on capital structure?
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Next XPLR Infrastructure earnings date
Q4 202526 Jan, 2026
Next XPLR Infrastructure earnings date
Q4 202526 Jan, 2026
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Frequently asked questions
NextEra Energy Partners, LP is a renewable energy company that acquires, owns, and manages clean energy projects. The company's portfolio includes wind and solar power generation facilities, as well as natural gas infrastructure assets. NextEra Energy Partners focuses on providing sustainable energy solutions to support the transition to a lower-carbon economy, serving utilities and other customers across North America. The company is headquartered in Juno Beach, Florida, and its shares are listed on the NYSE.
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