earnings
confidence high
sentiment neutral
materiality 0.70
NextEra Energy Partners Q3 net loss $40M; CAFD $155M; distribution up 6%; wind repowering target raised to 1.9 GW
XPLR Infrastructure, LP
2025-Q3 EPS
reported $0.97
vs consensus $0.28
▲ beat
(+245.8%)
- 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.