XPLR Infrastructure LP Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
11analysts covering
FY Revenue (est.)
$1.3Bnext fiscal year
FY EPS (est.)
$1.64next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 22 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA Quarterly435MTarget: 1750000000 to 1950000000
Free Cash Flow Before Growth (FCFBG) Quarterly89MTarget: 600000000 to 700000000
Completed Wind Repowering Progress Quarterly30.0Target: 100% of 2026 planned repowerings
Watch Items
- Convertible Equity Portfolio Financing (CEPF) BuyoutsTrigger: Maturity of remaining $860 million CEPFs over 2026-2028Action: Monitor funding execution via free cash flow, asset sales, and non-recourse project debt to avoid equity dilution.
- Holdco Debt Refinancing and Interest CoverageTrigger: Holdco debt maturities of $1.8 billion during 2026-2029Action: Track interest coverage ratio trends (expected to average 2.6x over 2026-2029) and utilization of treasury rate locks.
- Battery Storage Co-Investment ProgressTrigger: Targeting 200 net MW of capacity by year-end 2027Action: Monitor development milestones of the four co-located battery projects with NextEra Energy Resources and the required $80 million net equity funding.
Research as of 19 Jun 2026