XPLR Infrastructure（XIFR）株式概要
XPLR Infrastructure, LP は米国でエネルギー販売事業に従事している。 詳細
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Analyst Price Targets
XPLR Infrastructure, LP 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$11.41 |
| 52週高値 | US$11.56 |
| 52週安値 | US$7.99 |
| ベータ | 0.84 |
| 1ヶ月の変化 | 10.03% |
| 3ヶ月変化 | 13.31% |
| 1年変化 | 32.21% |
| 3年間の変化 | -81.26% |
| 5年間の変化 | -82.45% |
| IPOからの変化 | -64.34% |
最新ニュース
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
新しいナラティブ • 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?
新しいナラティブ • 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?
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| XIFR | US Renewable Energy | US 市場 | |
|---|---|---|---|
| 7D | 10.2% | -1.0% | 2.1% |
| 1Y | 32.2% | 23.0% | 30.6% |
業界別リターン: XIFR過去 1 年間で23 % の収益を上げたUS Renewable Energy業界を上回りました。
リターン対市場: XIFR過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| XIFR volatility | |
|---|---|
| XIFR Average Weekly Movement | 5.1% |
| Renewable Energy Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: XIFR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: XIFRの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | n/a | S. Liu | www.investor.xplrinfrastructure.com |
XPLR Infrastructure, LPは、米国でエネルギー販売事業に従事している。風力、太陽光、蓄電池プロジェクトなど、契約済みのクリーンエネルギー資産のポートフォリオを運営している。前身はNextEra Energy Partners, LPで、2025年1月にXPLR Infrastructure, LPに社名変更。XPLR Infrastructure, LPは2014年に法人化され、フロリダ州ジュノビーチを拠点としている。
XPLR Infrastructure, LP 基礎のまとめ
| XIFR 基礎統計学 | |
|---|---|
| 時価総額 | US$1.06b |
| 収益（TTM） | US$9.00m |
| 売上高(TTM) | US$1.19b |
119.5x
PER（株価収益率0.9x
P/SレシオXIFR は割高か？
公正価値と評価分析を参照収益と収入
| XIFR 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.19b |
| 売上原価 | US$498.00m |
| 売上総利益 | US$690.00m |
| その他の費用 | US$681.00m |
| 収益 | US$9.00m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.095 |
| グロス・マージン | 58.08% |
| 純利益率 | 0.76% |
| 有利子負債／自己資本比率 | 56.9% |
XIFR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 20:26 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
XPLR Infrastructure, LP 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| David Parker | Baird |
| Daniel Ford | Barclays |
| Christine Cho | Barclays |