{"filings":[{"id":94012,"accession_number":"0001603145-26-000015","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q1 net income $33M, adj. EBITDA $435M; reaffirms 2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 net income attributable to XPLR Infrastructure $33M; adjusted EBITDA $435M.","Free cash flow before growth $89M, down YoY due to ~$74M incremental interest from $1.75B unsecured notes issued March 2025.","Completed ~30% of planned 2026 repowerings; battery storage co-investment with NextEra Energy Resources (49% interest in 4 projects, ~200 MW by end 2027).","2026 guidance reaffirmed: adj. EBITDA $1.75B-$1.95B, FCFBG $600M-$700M.","CEO Alan Liu cites solid start and focus on capital structure simplification."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":275000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94011,"accession_number":"0001603145-26-000013","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"XPLR Infrastructure subsidiaries borrow $232M under senior secured term loan facility","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Indirect subsidiaries borrowed ~$232 million on April 10, 2026 under a limited-recourse senior secured variable rate term loan.","Approximately $27 million remains available under the facility, subject to specified conditions.","Borrowing is under Item 2.03; no details on maturity, interest rate, or use of proceeds provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94010,"accession_number":"0001603145-26-000011","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure launches $300M at-the-market equity issuance program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Renewed ATM program allows sale of up to $300M in common units through Barclays, KeyBanc, and Scotia Capital.","Program effective April 7, 2026; units offered under existing S-3 shelf registration (No. 333-294702).","Agents may act as sales agents or as principal; distribution agency agreement filed as Exhibit 1.","No specific use of proceeds stated; proceeds expected for general corporate purposes as is typical."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106063,"accession_number":"0001603145-26-000009","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"XPLR commits ~$315M for 49% stake in 4 battery storage JVs; renews $300M ATM program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Borrowed ~$174M under limited-recourse senior secured variable rate term loan; $376M remains available.","Exercised co-investment options to acquire 49% equity in four battery storage JVs; total commitment ~$315M.","Funding from sale of interconnection assets to NextEra Energy Resources or JVs.","Intends to renew ATM program for up to $300M in common units to support liquidity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106062,"accession_number":"0001603145-26-000004","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["1.01","2.02","2.03","9.01"],"status":"ready","headline":"XPLR Q4 adj EBITDA $396M; cuts revolver to $1.25B, 2031 maturity; battery co-invest with NextEra","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $29M, adj EBITDA $396M, FCFBG $111M.","FY2025 net loss $28M, adj EBITDA $1.878B, FCFBG $746M.","Revolver size reduced from $2.45B to $1.25B; maturity extended to 2031; incremental commitments up to $2.0B.","Repowering plan expanded to ~2.1 GW through 2030; 1.3 GW already completed.","Interconnection sale $45M; co-invest up to 49% in 400MW battery storage, net corporate capital zero."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1188000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122360,"accession_number":"0001603145-25-000065","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"XPLR Infrastructure subsidiary enters $550M loan; subsidiaries borrow $169M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Glenn Holdings (subsidiary) into $550M limited-recourse senior secured variable rate loan, maturing Dec 2030.","Loan secured by assets/equity of Glenn Holdings and subsidiaries holding 544 MW renewable energy projects.","On Dec 18, 2025, indirect subsidiaries borrowed $169M under two similar facilities; $105M remains available.","XPLR states financings align with its 2025-2026 financing plan outlined in Q3 2025 earnings materials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122359,"accession_number":"0001603145-25-000062","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"XPLR Infrastructure subsidiary issues $750M of 7.750% senior notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPLR OpCo issued $750M aggregate principal amount of 7.750% senior unsecured notes maturing April 15, 2034.","Interest payable semi-annually on April 15 and October 15, commencing April 15, 2026.","Make-whole redemption prior to April 15, 2029; after, step-down redemption prices from 103.875% to par.","Up to 40% may be redeemed with equity proceeds at 107.750% before April 2029, if 50% remains outstanding.","Notes are unsecured and unconditionally guaranteed by XPLR and XPLR Infrastructure US Partners Holdings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122358,"accession_number":"0001603145-25-000059","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure prices $750M of 7.750% senior unsecured notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPLR OpCo priced $750M of 7.750% senior unsecured notes due 2034; net proceeds ~$740M.","Expected closing Nov. 21, 2025; proceeds to general funds for tender offer on 3.875% notes due 2026 and refinancing convertible notes.","Notes fully guaranteed by XPLR Infrastructure, LP and subsidiary; private offering under Rule 144A/Reg S.","Proceeds may also fund improvements, clean energy investments, or short-term instruments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122357,"accession_number":"0001603145-25-000056","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"XPLR launches $750M notes due 2034, tender for 2026 notes; TTM adj. EBITDA $1.97B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $750M senior unsecured notes due 2034 via XPLR OpCo; proceeds to fund tender for 3.875% notes due 2026 and refinance debt.","Tender offer for any and all 3.875% senior notes due 2026 at $997.10/$1,000; expires Nov 18, 2025; conditioned on bond offering.","TTM Sept 2025 adjusted EBITDA $1.97B; free cash flow before growth $786M; HoldCo CADS $830M.","Sept 22, 2025 sale of Meade pipeline; pro forma adj. EBITDA $1.86B, FCFBG $712M, CADS $768M.","Earnings calls to resume in 2026, starting with Q4 2025 results expected Feb 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122356,"accession_number":"0001603145-25-000053","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q3 net loss $37M; adjusted EBITDA $455M flat YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to XPLR of $37M; adjusted EBITDA $455M flat YoY; FCFBG $179M down 5%.","Closed sale of Meade pipeline investment; used proceeds to reduce project-level debt and convertible equity financing.","Completed ~960 MW of repowering toward 1.6 GW program; reduced planned 2025-2026 HoldCo debt issuance by $250M.","Reaffirms 2025 adjusted EBITDA guidance $1.85B-$2.05B; 2026 adjusted EBITDA $1.75B-$1.95B, FCFBG $600-700M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":939000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139057,"accession_number":"0001603145-25-000046","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"XPLR completes sale of Meade pipeline investment for $1.1B cash to Ares Management affiliates","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total cash consideration of approximately $1.1B from sale of interests in Meade Pipeline Co and Redwood Meade Midstream.","Proceeds used to repay $822M in project-related debt and $208M buyout of noncontrolling interests in XPLR Pipelines.","Pro forma balance sheet as of June 30, 2025 shows total debt reduced from $6.6B to $5.8B and equity decreased slightly.","Sale closed on September 22, 2025; previously disclosed agreement dated August 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139056,"accession_number":"0001603145-25-000042","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"XPLR Infrastructure to sell pipeline assets to Ares Management for $1.1B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["XPLR subsidiaries to sell 100% of Meade Pipeline Co interests and a 15% indirect interest in Meade to Ares affiliates.","Total cash consideration of approximately $1.1 billion, subject to adjustment for accrued lease payments.","Transaction expected to close by end of Q3 2025, subject to HSR antitrust approval and customary conditions.","Sale includes natural gas pipeline assets in Pennsylvania operated by Transcontinental Gas Pipe Line Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139055,"accession_number":"0001603145-25-000038","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR reports Q2 adj. EBITDA $557M, FCFBG $261M; signs $1.078B Meade pipeline sale","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 net income $79M; adjusted EBITDA $557M (in line YoY); FCFBG $261M (+6% YoY).","Signed definitive agreement to sell Meade pipeline investment for ~$1,078M; expects close by end of Q3.","Completed ~740MW of repowering (47% of 1.6GW program); secured >$1B project financing YTD.","Reaffirmed FY2025 adj. EBITDA guidance $1.85-2.05B; FY2026 adj. EBITDA $1.75-1.95B, FCFBG $600-700M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":624000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156578,"accession_number":"0001603145-25-000032","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"XPLR subsidiaries close ~$338M in project-level debt financing for renewable assets","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Clark Holdings borrowed $254M fully drawn; Lewis Holdings drew ~$84M of a $172M facility.","Both variable-rate senior secured loans mature June 2030; interest and principal payments start in H2 2025.","Loans secured by renewable energy projects totaling ~830 MW combined net generating capacity.","Interest rate swaps executed concurrently to hedge variable rate exposure on both loans.","Financings align with XPLR's previously communicated 2025-2026 financing plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156577,"accession_number":"0001603145-25-000025","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q1 net loss $98M; adj. EBITDA $471M, reaffirms 2025-26 targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $98M includes non-cash goodwill impairment; adjusted EBITDA $471M (+2% YoY).","Free cash flow before growth (FCFBG) $194M, roughly flat year-over-year.","Issued $1.75B senior unsecured notes; completed buyout of XPLR Renewables II convertible equity portfolio financing in April.","Reaffirms 2025 adjusted EBITDA $1.85B-$2.05B and 2026 $1.75B-$1.95B; no 2025 FCFBG guidance.","Meade pipeline investment being evaluated for potential sale; proceeds to repay associated debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":282000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156576,"accession_number":"0001603145-25-000021","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"XPLR unitholders elect all four director nominees, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors elected: Susan D. Austin (85.9%), Robert J. Byrne (86.1%), John W. Ketchum (66.4%), Peter H. Kind (86.5%).","Ratification of Deloitte & Touche as auditor for 2025: 98.1% votes cast in favor.","Advisory vote on executive compensation approved: 90.8% votes cast in favor.","Broker non-votes of 31,617,530 units on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174995,"accession_number":"0001603145-25-000018","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"XPLR subsidiary issues $1.75B in senior unsecured notes at 8.375%-8.625%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPLR OpCo issued $825M of 8.375% senior notes due 2031 and $925M of 8.625% senior notes due 2033.","Notes are unsecured obligations guaranteed by XPLR Infrastructure, LP and XPLR US Holdings.","2031 notes mature Jan 2031, interest semi-annual; 2033 notes mature Mar 2033.","Redemption terms include make-whole premium prior to certain dates, then step-down prices.","Issuance date: March 25, 2025; reported via 8-K on March 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174994,"accession_number":"0001603145-25-000016","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure prices $1.75B senior notes at 8.375% and 8.625%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.75B aggregate: $825M 8.375% notes due 2031 and $925M 8.625% notes due 2033.","Net proceeds ~$1.724B to fund repowering capex and repay 0.00% convertible notes due Nov 2025 and revolver debt.","Notes fully guaranteed by XPLR Infrastructure, LP and XPLR US Holdings; offering closes March 25, 2025.","Proceeds also for buyout of noncontrolling interests and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174993,"accession_number":"0001603145-25-000013","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure announces $1.4B senior notes offering to fund repowering, repay 2025 convertible notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $1,400M in senior unsecured notes due 2031 and 2033 by subsidiary XPLR OpCo.","Proceeds to fund repowering capex, repay 0.00% convertible notes due Nov 2025, and buyout class B interests.","Securities class action lawsuit dismissed without prejudice on March 17, 2025; plaintiff may refile.","Notes offered privately under Rule 144A and Regulation S; not registered with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174992,"accession_number":"0001603145-25-000009","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"XPLR Infrastructure director Kujawa to retire May 22; controller May resigns, Gough appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rebecca Kujawa notified her retirement from the Board, effective May 22, 2025.","James M. May, Controller, resigned effective May 22, 2025, to take a new role at NextEra Energy (NEE).","William J. Gough appointed Controller, effective May 22, 2025; previously VP FP&A at NEE.","Michael H. Dunne appointed to the Board effective May 22, 2025, succeeding Kujawa; also Treasurer of NEE and FPL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174991,"accession_number":"0001603145-25-000003","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["1.01","2.02","5.02","5.03","8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure (f/k/a NextEra Energy Partners) appoints new CEO and CFO, amends Genesis Solar buyout agreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Partnership renamed from NextEra Energy Partners, LP to XPLR Infrastructure, LP effective Jan 23, 2025.","CEO John Ketchum, President Rebecca Kujawa, and CFO Brian Bolster resigned; Alan Liu appointed CEO/President and Jessica Geoffroy CFO on Jan 27, 2025.","XPLR Member obtained option to extend buyout of Genesis Solar Class B interests from Dec 2030 to Dec 2034, with conditions including ~$945M NEP Renewables II purchase by June 2025.","Partnership announced Q4 and full-year 2024 financial results via news release on Jan 28, 2025.","Risk factors related to repowering, development, and reliance on clean energy incentives were filed with the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191961,"accession_number":"0001603145-24-000021","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q3 net loss $40M; CAFD $155M; distribution up 6%; wind repowering target raised to 1.9 GW","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net loss $40M; adjusted EBITDA $453M; cash available for distribution $155M.","Quarterly distribution declared $0.9175/unit ($3.67 annualized), up ~6% YoY.","Wind repowering target increased to ~1.9 GW through 2026 from prior 1.3 GW; new 225 MW repowerings announced.","Run-rate adjusted EBITDA for 2025 from year-end 2024 portfolio expected $1.9B-$2.1B.","Plans to complete convertible equity portfolio financing and cost of capital review by January 2025."],"consensus_eps_estimate":0.2805,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":936000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208414,"accession_number":"0001603145-24-000015","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q2 net income $62M, distribution raised 6% to $0.905/unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted EBITDA $560M; cash available for distribution (CAFD) $220M.","Quarterly distribution declared $0.9050/unit (annualized $3.62), payable Aug 14 to holders of record Aug 6.","Targets 5-8% distribution growth through at least 2026; current 6% target does not require a 2024 acquisition.","FY2024 year-end run-rate adjusted EBITDA guided $1.9-2.1B, CAFD $730-820M.","Evaluating alternatives to improve cost of capital and address remaining convertible equity portfolio obligations."],"consensus_eps_estimate":0.8798,"consensus_eps_actual":1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":617000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226097,"accession_number":"0001603145-24-000012","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"NextEra Energy Partners CFO T. Kirk Crews II resigns; Brian W. Bolster appointed as Director and CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["T. Kirk Crews II resigned as Director and CFO effective May 6, 2024, to become EVP and Chief Risk Officer of NextEra Energy, Inc.","Brian W. Bolster, age 52, appointed as Director and CFO effective May 6, 2024; will serve as principal financial officer.","Bolster previously served at Goldman Sachs as Partner Managing Director, Head of Natural Resources Investment Banking (Americas) for nearly 25 years.","Bolster is an employee of NextEra Energy, Inc. and will not receive compensation from NEP for his Board service.","His prior roles at Goldman Sachs included Global Co-Head of Power, Utility and Infrastructure Investment Banking (Americas) until September 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226096,"accession_number":"0001603145-24-000007","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q1 net income $70M; reaffirms 6% distribution growth target through 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $70M; adjusted EBITDA $462M; CAFD $164M.","Quarterly distribution $0.8925/unit (annualized $3.57), up 6% YoY; payable May 15.","Plans to repower additional ~100 MW of wind facilities; total announced ~1,085 MW toward 1.3 GW target.","No acquisition needed in 2024; no growth equity required until 2027; payout ratio mid-90s through 2026.","Run-rate outlook: 2025 CAFD $730M-$820M; adjusted EBITDA $1.9B-$2.1B from year-end 2024 portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":257000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}