XPLR Infrastructure, LP

Report azionario NYSE:XIFR

Capitalizzazione di mercato: US$1.1b

XPLR Infrastructure Crescita futura

Criteri Future verificati 3/6

Si prevede che XPLR Infrastructure aumenterà gli utili e i ricavi rispettivamente del 32.6% e 5.5% all'anno, mentre si prevede che l'EPS diminuirà del 47.2% all'anno.

Informazioni chiave

32.6%

Tasso di crescita degli utili

-47.17%

Tasso di crescita dell'EPS

Renewable Energy crescita degli utili28.5%
Tasso di crescita dei ricavi5.5%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento30 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha Mar 23

XPLR Infrastructure: Deeply Discounted Energy Platform For History's Biggest Power Demand Boom

Summary XPLR Infrastructure (XIFR) is the third-largest independent US wind and solar producer with a powerful, long-duration asset base. With powerful growth tailwinds, the company is positioned to profit from the ongoing energy demand boom. Yet, the market is massively underpricing the stock as it sports an incredibly high free cash flow yield. I detail the main risks facing the company. Read the full article on Seeking Alpha
Nuova analisi Feb 25

Future Power Price Dependence And Repowering Plans Will Likely Limit Long Term Resilience

Catalysts About XPLR Infrastructure XPLR Infrastructure owns and invests in contracted U.S. clean energy and power generation assets that produce long-duration cash flows. What are the underlying business or industry changes driving this perspective?
Nuova analisi Feb 11

Long-Term Clean Power Contracts And Recontracting Upside Will Support A Stronger Outlook

Catalysts About XPLR Infrastructure XPLR Infrastructure owns a large portfolio of contracted clean energy and power infrastructure assets across U.S. power markets. What are the underlying business or industry changes driving this perspective?
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Nuova analisi Mar 17

Redeploying Cash Flows Will Drive Attractive Future Returns In Renewable Energy Investments

Strategic shift to financing growth through retained earnings and debt, suspending distributions to invest in high-return opportunities, and enhancing long-term value for unitholders.
Seeking Alpha Mar 13

XPLR Infrastructure: Sell Now If You Haven't Already

Summary As anticipated, XPLR has changed its business model, resulting in a 0 distributions policy. The business now intends to fund growth via organic FCF generation. The new management team seems well qualified to make prudent capital allocation decisions given their capital markets experience in the relevant energy, renewables and infrastructure sectors. XPLR stock is rendered less attractive for yield-seeking investors, but also too early to inspire confidence for GARP investors due to an absence of an execution track record. Valuations are discounted vs historical levels and vs peers, but perhaps justifiably so. The technical charts remain powerfully bearish. Q4 FY24 saw a hefty impairment charge. I believe there may be risks of further impairments as the company is due to sell some assets in 2025 and 2027. In any case, this is something to monitor. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

XPLR Infrastructure: Capital Intensity Remains An Unaddressed Issue

Summary With 10 gigawatts of solar and wind capacity, XPLR Infrastructure is the third-largest producer of renewable energy in the United States. Electricity is sold under long-term, fixed-price contracts with approximately 80 counterparties. The weighted average remaining contract life is around 13 years. Management expects capital expenditures between $1.7 and $1.9 billion before the end of 2026, mostly focused on wind repowering projects. Almost $1.2 billion of debt is coming due in 2025 alone. With significant capital investments and debt maturities, XPLR is still consuming capital despite the dividend suspension. Given where the shares are trading, management could use capital much more efficiently by buying back shares instead of building new projects. If viewed on a per-share basis, the same objective would be achieved with much less capital. Read the full article on Seeking Alpha
Seeking Alpha Jan 27

NextEra Energy Partners Q4 Preview: Will There Be A Business Model Pivot?

Summary NextEra Energy Partners, LP, faces growth challenges due to Trump's anti-wind policies. There may also be lingering risks of disruptions to existing projects. NEP's track record of missing revenue and EBIT margin expectations suggests a bearish outlook for Q4 FY24 results. The company's distributions exceed FCF generation. Accounting for available liquidity, there is an increased likelihood of a distribution cut or capital raise at any time over the next 4 quarters. Valuation multiples have gotten cheaper, but EBITDA expectations have also been stagnant. Relative technicals vs. SPX500 are in a powerful downtrend. A name change to XPLR Infrastructure could signal a business model pivot away from renewable energy and toward infrastructure. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

NextEra Energy Partners: Overleveraged With Lackluster Returns On Invested Capital

Summary NextEra Energy Partners has an extremely high distribution yield of circa 20%+, but management strongly hints that a cut is likely forthcoming. They are overleveraged after years of net debt increasing faster than operating cash flow. Even more concerning, their returns on invested capital are nowhere near as good as their large MLP peers. I believe these problems are likely to persist even if their distributions are cut and thus could hinder their future distribution growth. When these problems are combined with the uncertainty surrounding the extent of any distribution cut, I will remain on the sidelines at least until their review is completed. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

NextEra Energy Partners: Fire-Sale Discount As Clean Energy Proves Resilience

Summary The clean energy sector has struggled post-election, with solar and wind ETFs down significantly, influenced by potential policy changes and higher interest rates. NextEra Energy Partners has drastically declined due to rising interest rates, which have impacted growth and investor confidence, but its core business remains strong. Despite near-term pressures and a likely dividend cut, NEP's long-term prospects are promising, especially with potential improvements in power storage technology. I am bullish on the Company and have a long-term "buy and hold" mindset. Assuming power demand and storage technology advancements continue, I expect substantial returns over the next decade. NEP's immediate catalyst may be a large dividend cut, which appears priced into the stock today and may be the best long-term decision to improve its balance sheet. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

NextEra Energy Partners: 3 Reasons We Are Upgrading To A Strong Cry

Summary We have consistently rated the stock as a Sell, and it has dropped 37% since our first warning. Despite the ongoing crash, we are upgrading the stock to a "Strong Cry" due to emerging risks for bears. Our "Strong Cry" rating is based on three factors: discounted distribution cut, asset value, and NEE's need to avoid a public disaster. Read the full article on Seeking Alpha
Seeking Alpha Oct 23

NextEra Energy Partners: 60% Distribution Cut Coming To A Theater Near You

Summary NextEra Energy Partners played distribution poker. It lost. This morning it telegraphed the big distribution cut headed your way. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

NextEra Energy Partners Is A Big Play On Renewables Yielding 14.52%

Summary NextEra Energy Partners has seen a significant decline in unit price but continues to grow its distribution, making it an intriguing income investment. Despite downgrades and a reduced growth outlook, NEP's quarterly distribution has consistently increased, boasting a yield of 14.52%. Key risks include commodity price fluctuations, high debt, regulatory changes, and potential project delays, but the renewable energy sector's growth offers bullish prospects. NEP's current valuation appears overdone, and with increasing energy demands from AI infrastructure, it presents a unique opportunity for capital appreciation and high yield. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

NextEra Energy And NextEra Energy Partners: The Weather Blows Favorable Tailwinds

Summary NextEra Energy is the leading US Wind Energy player. NextEra Energy Partners' generation portfolio is also heavily geared toward wind power, making fundamental drivers of wind energy highly relevant. A 71% chance of entering La Niña climate conditions in the next 2-3 months is likely to lead to increased wind speeds for NextEra's wind farms, boosting generation. Valuations are near fair value for both NEE and NEP, leaving little margin of safety for buys. Relative technicals also do not inspire much confidence. Key thesis monitorables include weather and climate. Distribution coverage is an additional key risk to track for NEP. From a ranking perspective, I prefer NEE, then NEP, NEEPRS, and NEP.PR.R, in that order. I believe equity exposure is needed to benefit from the weather- and climate-related catalyst. Read the full article on Seeking Alpha
Seeking Alpha Sep 05

NextEra Energy Partners: Massive 15% Yield And A Growing Dividend

Summary NextEra Energy Partners offers a high yield and has become more attractive due to declining interest rates. NEP's financial health is solid, with a 15% EBITDA increase and a 10% rise in cash available for distribution, despite a small earnings miss. The company increased its dividend, maintaining its growth track record, which could enhance investor trust and improve valuation. Risks include political uncertainties, potential dividend growth cuts, and dependency on NextEra Energy, but NEP's 15% yield may appeal to enterprising investors. Read the full article on Seeking Alpha
Seeking Alpha Aug 05

NextEra Energy Partners: The Fed Could Save The 14% Dividend Yield

Summary NextEra Energy Partners offers a 14% dividend yield, significantly higher than its historical average. Total debt is high, and interest expenses are moving higher even as cash available for distribution is set to grow. NEP's future dividend growth potential is tied to Fed rate cuts, with management guidance suggesting growth of 6% through 2026. Read the full article on Seeking Alpha
Seeking Alpha Jul 02

NextEra Energy Partners: Atlantica Sustainable Buyout Shows Big Downside Lies Ahead

Summary We had earlier rated NEP as a Sell. The stock has lagged the broader market despite a distribution hike. We go over three reasons to continue to be bearish on the stock till it reaches around $19.00. Read the full article on Seeking Alpha
Seeking Alpha May 29

NextEra Energy Partners: Lower Solar Panel Prices May Offset Higher Borrowing Costs, Improving Growth Outlook

Summary Investor appetite for clean energy stocks appears poor despite rapid growth in the sector following a broad decline in solar stocks. Solar and wind energy have lower costs per MWH than fossil fuel power plants but are more exposed to interest rates because they have higher upfront capital costs. NextEra Energy Partners is facing challenges due to high borrowing costs, but its business model remains profitable and offers a high dividend yield. The solar panel glut may be a positive catalyst for the firm, as it could offset higher borrowing costs with lower capital investment costs. The company's CFO may decline as it refinances its debt, but not so much that its dividend is at high risk of being cut. Read the full article on Seeking Alpha
Seeking Alpha May 06

I Bought The Dip And It's Paying 12%: NextEra Energy LP

Summary As the stock price trends sideways, my income compounds rapidly. Renewable investments are slowing down, but existing investments continue to provide steady income. My income keeps climbing through dividend hikes. Read the full article on Seeking Alpha
Seeking Alpha Apr 17

NextEra Energy Partners: Lower For Longer

Summary NextEra Energy Partners, LP's Q4 2023 earnings were lower than expected, primarily due to weaker wind generation results. Despite these poor results, NEP's stock did not experience a significant decline. We go over the reasons why and also tell you where this one is headed next. Read the full article on Seeking Alpha
Seeking Alpha Mar 15

NextEra Energy Partners: Tempting, But A Far Cry From A Buy

Summary NextEra Energy Partners has experienced a massive decline in its share price, while the performance at the fundamental level has remained robust. As a result of stable and even increasing financial results and a plunging share price, the current yield has skyrocketed to 12%. This creates attractive conditions, where the bulls can channel capital into NEP since the fundamentals are still strong and even the company has raised its dividend for 2024. However, assessing the company more thoroughly, we can identify several areas of concern, which together make the overall investment case too speculative and risky. In this article, I provide color on these areas and explain why I think that the current yield is unsustainable. Read the full article on Seeking Alpha
Seeking Alpha Feb 14

NextEra Energy Partners: Unique Opportunity, 12% Yield And Distribution Growth

Summary Timing can be an important factor to many investing styles, but it is less so with income investing. I get paid double-digit and growing yields from NextEra Energy Partners, LP. Our timing was admittedly early, but we see long-term positive results. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

NextEra Energy Partners Yields 12%, But Buyers Beware As Risks Lurk

Summary On paper, NEP yields 12%. Upon further digging, there are risks that warrant caution. NEP has seen steady growth in revenues and income, mainly due to an expansion of its balance sheet. The structure of NEP's balance sheet shows that its cash-generating assets are funded by bank loans and equity. Main risks include unclear growth plans and higher financing costs which may impair NEP's ability to consistently generate such dividend yields. Read the full article on Seeking Alpha
Seeking Alpha Dec 07

NextEra Energy Partners: Time To Be Greedy Now (Rating Upgrade)

Summary NextEra Energy Partners unitholders should calm themselves down as the worst is likely over. NEP bottomed out in October 2023 and has not looked back since. Even a temporary selloff in November didn't lead to a steeper collapse, as it paid out its distribution. NEP is de-risking its balance sheet further to improve its commitment to meet its distribution growth guidance. The improvement in macro conditions should bolster its execution. I argue why NEP holders looking to buy more units shouldn't wait until the coast is clear, as NEP bottoms out. It's time to be greedy before the rest realize it. Read the full article on Seeking Alpha
Seeking Alpha Nov 30

NextEra Energy Partners: Investors Are Too Fearful Of This 15% Yield

Summary NextEra Energy Partners has a sustainable 15% dividend yield despite concerns of a potential distribution cut. The company focuses on alternative energy projects and is well-positioned to benefit from the ongoing drive to decarbonize the US industry. Financials show a healthy uptrend, with strong EBITDA and cash flow growth, indicating a low payout ratio and solid distribution coverage. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

NextEra Energy Partners: Long-Term Growth Potential Likely

Summary NextEra Energy Partners is a leader in renewable power, with a strong business model and a substantial project pipeline. Despite recent stock pressure, NEP is undervalued compared to peers and its historical performance, presenting a buying opportunity. NEP's strategic shift towards 100% sustainable energy and recent project acquisitions support its long-term growth potential. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

NextEra Energy Partners: A Fat 14.7% Yield In Front Of A Steamroller?

Summary NEP's dividend yield sits materially above its peers with the market pricing in a near-term distribution cut. This will come on the back of lowered expectations of 6% distribution per unit growth through 2026. Near-term CPI prints will be the most material factor driving a recovery of the units as cuts to the Fed funds rate in 2024 will drastically improve NEP's outlook. Read the full article on Seeking Alpha
Seeking Alpha Oct 20

NextEra Energy Partners: Outlook May Be Cut But Some Value Is Still Present

Summary NextEra Energy Partners LP offers a high dividend yield of over 15%, but there are concerns about continuous share dilution and increasing debt. NEP specializes in clean energy projects, including wind, solar, and battery storage, and benefits from the growing renewable energy market in Florida. The company's financial performance has been impacted by lower return on assets and return on capital, and its share price has declined over the past five years. Read the full article on Seeking Alpha
Seeking Alpha Oct 13

NextEra Energy Partners: Recovery Potential For This Oversold 15% Yielding Energy Stock

Summary NextEra Energy Partners' units lost more than 50% of their value since mid-September, in part because the partnership said it will reduce its distribution growth rate. Despite the lowered distribution growth outlook, NextEra Energy Partners still offers a compelling buying opportunity with an attractive risk profile for long term investors. I believe the market overreacted to the slowdown in distribution growth and the distribution is set to keep growing. The yield has not been cut. I see NEP as a recovery investment with material revaluation potential as investor sentiment normalizes over time. Read the full article on Seeking Alpha
Seeking Alpha Oct 04

NextEra Energy Partners' Growth Has Been Stalled By Higher Rates: Time To Move On

Summary NextEra Energy Partners' stock has fallen 50%+ after revising its distribution growth rate expectations, now sitting below its 2014 IPO price. The company's decision to lower growth guidance is due to higher interest rates and a low stock price. NEP's externally financed capital-intensive business model is not viable in the current interest rate environment, and the company is facing near-term bond maturities that could strain its ability to meet distribution growth targets. For the time being, the shares should be avoided. Read the full article on Seeking Alpha
Seeking Alpha Sep 27

NextEra Energy Partners: Resetting Growth Expectations (Rating Downgrade)

Summary NextEra Energy Partners, LP is resetting its distribution growth expectations as earnings expectations come down. They, just a couple of months ago, had reiterated that they would be sticking with their original guidance. This drastic change certainly makes it appear that management has very little insight into their own business, as expectations for interest rates didn't shift that dramatically in two months. For now, they still offer decent growth, but the management should be viewed with skepticism on any guidance, and that will likely discount valuations for years to come. Read the full article on Seeking Alpha
Seeking Alpha Aug 30

NEP And O: Opportunity In 2 Quality Dividend Growers

Summary NextEra Energy Partners and Realty Income have seen their unit/share prices decline due to higher interest rates, creating a tougher environment for growth. Despite the challenges, both companies offer attractive valuations for income investors with a long-term outlook. NEP expects growth in the second half of the year to help fuel distribution growth, while O continues to offer steady, albeit slower, but consistent dividend growth. Read the full article on Seeking Alpha
Seeking Alpha Aug 03

NextEra Energy Partners: Is The 6.3% Yield Still Safe?

Summary NEP's collapse in stock price could be a life-changing opportunity to lock in a safe 6.3% yield with double-digit long-term growth. If cost of capital remains at 7%, this could threaten the 12%-15% dividend growth rates that investors are accustomed to. NEP is a wonderful green energy play for those comfortable with interest rate uncertainty. Read the full article on Seeking Alpha
Seeking Alpha Jul 09

NextEra Energy Partners: Strong Financials Coupled With Promising Market Bring Benefits

Summary NextEra Energy Partners is a leading player in the renewable energy sector, owning a diverse portfolio of renewable generation assets and tapping into the rapidly growing renewable energy market. NEP's strategy focuses on securing long-term contracts to stabilize their cash structure, with a portfolio representing a total capacity of 9,438 net megawatts of clean energy projects across 30 states in the U.S. Despite economic uncertainties, NEP has maintained a strong financial position with a healthy balance sheet and a plan to generate a 12-15% growth per year in limited partner distributions. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

NextEra Energy: A Long-Term Hold Until It Fully Commits To Renewables

Summary NextEra Energy's transition to renewable energy is incomplete, and the company has supported fossil fuel projects for personal gain. The company's financials are not encouraging for investors, as NextEra's spending may spiral out of control if it isn't careful. NextEra's two-faced approach to the energy transition will likely bleed the company of many supporters and investors as renewable generation expectations are raised for energy companies in the future. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:XIFR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,382-32N/A6865
12/31/20271,36516666826
12/31/20261,326-286427096
12/31/20251,1889-219739N/A
9/30/20251,233-121100836N/A
6/30/20251,237-174535813N/A
3/31/20251,255-191546812N/A
12/31/20241,230-24559800N/A
9/30/20241,167-163302696N/A
6/30/20241,156-89149744N/A
3/31/20241,090-135-205727N/A
12/31/20231,078-272-538731N/A
9/30/2023871-126-740717N/A
6/30/2023865-67-746663N/A
3/31/2023933136-547738N/A
12/31/2022969325-575776N/A
9/30/20221,176434-193796N/A
6/30/20221,126372-20778N/A
3/31/20221,01779158693N/A
12/31/2021722-21564677N/A
9/30/2021963210495675N/A
6/30/2021951249437714N/A
3/31/2021951369343670N/A
12/31/2020917-55331665N/A
9/30/2020911-85286576N/A
6/30/2020923-215267475N/A
3/31/2020890-288284426N/A
12/31/2019855-88253346N/A
9/30/2019805-144N/A345N/A
6/30/2019731-39N/A309N/A
3/31/201973671N/A328N/A
12/31/2018771167N/A362N/A
9/30/201881299N/A389N/A
6/30/201882568N/A406N/A
3/31/2018821-2N/A405N/A
12/31/2017807-64N/A413N/A
9/30/201782668N/A448N/A
6/30/201782694N/A443N/A
3/31/201779389N/A426N/A
12/31/201677283N/A415N/A
9/30/201670344N/A334N/A
6/30/201662719N/A281N/A
3/31/201656415N/A265N/A
12/31/201550110N/A288N/A
9/30/20154376N/A231N/A
6/30/20154197N/A226N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di XIFR ( 32.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di XIFR ( 32.6% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di XIFR cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di XIFR ( 5.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di XIFR ( 5.5% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di XIFR è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 15:24
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

XPLR Infrastructure, LP è coperta da 28 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David ParkerBaird
Daniel FordBarclays
Christine ChoBarclays