---
schema_version: "secwatch.filing_event.v1"
accession: "0001603145-26-000004"
form_type: "8-K"
ticker: "XIFR"
cik: "0001603145"
company_name: "XPLR Infrastructure, LP"
filed_at: "2026-02-10T23:59:59+00:00"
generated_at: "2026-05-16T03:36:01.041269+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# XPLR Q4 adj EBITDA $396M; cuts revolver to $1.25B, 2031 maturity; battery co-invest with NextEra

## Summary
- 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.

## SEC filing metadata
- accession: 0001603145-26-000004
- form_type: 8-K
- ticker: XIFR
- cik: 0001603145
- company_name: XPLR Infrastructure, LP
- filed_at: 2026-02-10T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 2.02, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1603145/000160314526000004/0001603145-26-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1603145/000160314526000004/xplr-20260206.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001603145-26-000004
- JSON: https://secwatch.observer/filing/0001603145-26-000004.json
- Plain text: https://secwatch.observer/filing/0001603145-26-000004.txt

## Source-grounded claims
- claim_id: 5454002c68afb981d0f739ceec60206ce3337030
  claim: XPLR Infrastructure, LP amended revolving credit of $2.0 billion maturing 2031.
  evidence_excerpt: (borrowing capacity of up to $400 million for letters of credit is unchanged), • a revised aggregate amount of the revolving credit facility to an aggregate amount of up to $2.0 billion, which includes incremental commitments to increase the revolving credit facility subject to certain conditions, and • an extension of the maturity date to 2031. The revolving
  evidence_url: https://www.sec.gov/Archives/edgar/data/1603145/000160314526000004/0001603145-26-000004-index.htm
- claim_id: 1d39444983d94a61f4725e95255afe9edfd0b8ca
  claim: XPLR Infrastructure, LP amended Fourth Letter Amendment Agreement valued at revolving credit facility size from $2.45 billion to $1.25 billion; aggregate amount of up to $2.0 b (effective 2026-02-06).
  evidence_excerpt: On February 6, 2026, XPLR Infrastructure Operating Partners, LP (XPLR OpCo) and its direct subsidiary (loan parties) entered into a fourth letter amendment agreement to their existing senior secured revolving credit facility.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1603145/000160314526000004/0001603145-26-000004-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.