earnings
confidence high
sentiment neutral
materiality 0.60
NextEra Energy Partners Q2 net income $62M, distribution raised 6% to $0.905/unit
XPLR Infrastructure, LP
2025-Q2 EPS
reported $1.41
vs consensus $0.88
▲ beat
(+60.3%)
- 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.