XIFR Stock Analysis: XPLR Infrastructure Unit | NYSE
Utilities - Renewable | NYSE, USA | Market Cap: 1.144m USD | 12M Return: 36.8% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 10.5M
EPS Trend: 36.4%
Qual. Beats: 0
Rev. Trend: 61.4%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
XPLR Infrastructure, LP (NYSE: XIFR) is a U.S.-based limited partnership operating in the energy sector, with a portfolio of contracted clean energy assets that includes wind, solar, and battery storage projects. Formerly known as NextEra Energy Partners, LP, the company was renamed XPLR Infrastructure, LP in January 2025, and is headquartered in Juno Beach, Florida. It was incorporated in 2014 and is classified within the utilities sector, specifically the renewable electricity sub-industry. As a yieldco-style partnership, XPLR Infrastructure typically generates revenue through long-term power purchase agreements with utility off-takers, a business model designed to provide stable, contracted cash flows backed by renewable energy assets.
- XIFR converts to C-corp structure to broaden investor base
- Asset sale proceeds accelerate debt reduction and distribution coverage
- AI data center demand lifts long-term renewable PPA pricing
| Net Income: 104.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.03 > 0.02 and ΔFCF/TA -5.42 > 1.0 |
| NWC/Revenue: 2.37% < 20% (prev 76.02%; Δ -73.64% < -1%) |
| CFO/TA 0.02 > 3% & CFO 335.0m > Net Income 104.0m |
| Net Debt (5.38b) to EBITDA (826.0m): 6.52 < 3 |
| Current Ratio: 1.02 > 1.5 & < 3 |
| Outstanding Shares: last quarter (94.1m) vs 12m ago 0.43% < -2% |
| Gross Margin: 19.42% > 18% (prev 60.80%; Δ -41.37% > 0.5%) |
| Asset Turnover: 5.76% > 50% (prev 5.86%; Δ -0.10% > 0%) |
| Interest Coverage Ratio: 0.42 > 6 (EBIT TTM 176.0m / Interest Expense TTM 421.0m) |
| DSRI: 0.91 (Receivables 279.0m/327.0m, Revenue 1.18b/1.25b) |
| GMI: 3.13 (GM 60.80% / 19.42%) |
| AQI: 0.67 (AQ_t 0.14 / AQ_t-1 0.21) |
| SGI: 0.94 (Revenue 1.18b / 1.25b) |
| TATA: -0.01 (NI 104.0m - CFO 335.0m) / TA 19.5b) |
| Beneish M = -1.41 (Cap -4..+1) = D |
As of July 15, 2026, the stock is trading at USD 12.34 with a total of 752,727 shares traded. Over the past week, the price has changed by -1.52%, over one month by +5.83%, over three months by +20.04% and over the past year by +36.81%.
Current recommended Stop Loss: 11.50 (which is 6.8% or 2.1 ATR below the current price).
XPLR Infrastructure Unit has received a consensus analysts rating of 2.93. Therefore, it is recommended to hold XIFR.
- StrongBuy: 2
- Buy: 0
- Hold: 9
- Sell: 1
- StrongSell: 2
| Analysts Target Price | 12.1 | -2% |
P/E Trailing = 9.9426
P/E Forward = 17.5747
P/S = 0.9683
P/B = 0.3576
P/EG = 4.1746
Revenue TTM = 1.18b USD
EBIT TTM = 176.0m USD
EBITDA TTM = 826.0m USD
Long Term Debt = 5.71b USD (from longTermDebt, last quarter)
Short Term Debt = 617.0m USD (from shortTermDebt, last quarter)
Debt = 6.33b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.38b USD (calculated: Debt 6.33b - CCE 943.0m)
Enterprise Value = 6.53b USD (1.14b + Debt 6.33b - CCE 943.0m)
Interest Coverage Ratio = 0.42 (Ebit TTM 176.0m / Interest Expense TTM 421.0m)
EV/FCF = -11.68x (Enterprise Value 6.53b / FCF TTM -559.0m)
FCF Yield = -8.56% (FCF TTM -559.0m / Enterprise Value 6.53b)
FCF Margin = -47.41% (FCF TTM -559.0m / Revenue TTM 1.18b)
Net Margin = 8.82% (Net Income TTM 104.0m / Revenue TTM 1.18b)
Gross Margin = 19.42% ((Revenue TTM 1.18b - Cost of Revenue TTM 950.0m) / Revenue TTM)
Gross Margin QoQ = 0.36% (prev -12.85%)
Tobins Q-Ratio = 0.33 (Enterprise Value 6.53b / Total Assets 19.5b)
Interest Expense / Debt = 6.65% (Interest Expense 421.0m / Debt 6.33b)
Taxrate = 21.0% (US federal default 21%)
NOPAT = 139.0m (EBIT 176.0m * (1 - 21.00%))
Current Ratio = 1.02 (Total Current Assets 1.43b / Total Current Liabilities 1.40b)
Debt / Equity = 1.98 (Debt 6.33b / totalStockholderEquity, last quarter 3.20b)
Debt / EBITDA = 6.52 (Net Debt 5.38b / EBITDA 826.0m)
Debt / FCF = -9.63 (negative FCF - burning cash) (Net Debt 5.38b / FCF TTM -559.0m)
Total Stockholder Equity = 3.19b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.51% (Net Income 104.0m / Total Assets 19.5b)
RoE = 3.26% (Net Income TTM 104.0m / Total Stockholder Equity 3.19b)
RoCE = 1.98% (EBIT 176.0m / Capital Employed (Equity 3.19b + L.T.Debt 5.71b))
RoIC = 0.74% (NOPAT 139.0m / Invested Capital 18.7b)
WACC = 5.86% (E(1.14b)/V(7.47b) * Re(9.23%) + D(6.33b)/V(7.47b) * Rd(6.65%) * (1-Tc(0.21)))
Discount Rate = 9.23% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 93.73 | Cagr: 0.33%
[DCF] Fair Price = unknown (Cash Flow -559.0m)
EPS Correlation: 36.41 | EPS CAGR: 25.33% | SUE: 0.14 | # QB: 0
Revenue Correlation: 61.40 | Revenue CAGR: 8.54% | SUE: -0.75 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-0.50 | Chg30d=-236.61% | Revisions=-25% | Analysts=1
EPS next Quarter (2026-09-30): EPS=-0.46 | Chg30d=-266.06% | Revisions=-25% | Analysts=1
EPS current Year (2026-12-31): EPS=1.18 | Chg30d=-60.96% | Revisions=+0% | GrowthEPS=-56.4% | GrowthRev=+9.1%
EPS next Year (2027-12-31): EPS=0.09 | Chg30d=-87.14% | Revisions=+0% | GrowthEPS=-92.3% | GrowthRev=+6.5%
[Analyst] Revisions Ratio: -40% (up=0, down=2)