XPLR Infrastructure 경영진
경영진 기준 점검 2/4
XPLR Infrastructure CEO는 S. Liu, Jan2025 에 임명되었습니다 의 임기는 1.67 년입니다. 총 연간 보상은 $2.37M, 27.6% 급여 및 72.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.29M 가치에 해당하는 회사 주식의 0.13% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.7 년과 9.1 년입니다.
핵심 정보
S. Liu
최고경영자
US$2.4m
총 보수
| CEO 급여 비율 | 27.63% |
| CEO 재임 기간 | 1.7yrs |
| CEO 지분 보유율 | 0.1% |
| 경영진 평균 재임 기간 | 1.7yrs |
| 이사회 평균 재임 기간 | 9.1yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Sep 08
XIFR: Future Returns Will Hinge On Large Load Demand And Renewables Weakness
Analysts now set a $12 price target for XPLR Infrastructure, citing updated sector research that points to steadier large load demand and hyperscaler driven growth assumptions, along with modestly higher expected profit margins and a slightly richer future P/E profile. Analyst Commentary on XPLR Infrastructure Recent Street research on XPLR Infrastructure shows price targets clustered in a relatively tight range, with several firms keeping Neutral or equivalent ratings.
내러티브 업데이트 • Aug 02
XPLR Infrastructure May Be One of the Market’s Most Mispriced AI-Power Investments
Why rising electricity demand, higher renewable-energy contract prices, wind repowering and the NextEra–Dominion combination could unlock extraordinary value The artificial-intelligence revolution is no longer only a technology story. It is rapidly becoming one of the largest electricity-infrastructure expansion cycles in American history.Seeking Alpha • Jul 30
XPLR Infrastructure: A Rare 60-70% Free-Cash-Flow Yield Opportunity
Summary I take a look at XPLR Infrastructure's recently reported Q2 results. I look at the outlook for its CEPF and debt redemption timeline and the prospect of XIFR reinstating a distribution in the near future. I weigh XIFR's 60-70% FCFbG yield against its risks. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 24
XIFR: Future Returns Will Depend On Weak Renewable Resource Conditions
The analyst price target for XPLR Infrastructure has moved higher to $12.00. This change is linked to updated assumptions on fair value, discount rate, expected revenue growth, profit margin, and a higher future P/E, along with recent price target revisions from several firms that collectively point to a more balanced but still cautious outlook from analysts.
내러티브 업데이트 • Jun 26
XIFR: Follow On Equity Offering Is Expected To Unlock Future Upside
The analyst price target for XPLR Infrastructure has shifted from $15.00 to about $16.58, with analysts citing recent target adjustments across the Street and updated assumptions for revenue growth, discount rate, profit margins, and future P/E expectations. Analyst Commentary Recent research coverage around XPLR Infrastructure shows a mix of caution and optimism, with bullish analysts pointing to improving sentiment and reassessed valuation frameworks.새로운 내러티브 • Jun 08
Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle
Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Infrastructure Cycle XPLR Infrastructure may be one of the most overlooked infrastructure names tied to the AI electricity-demand boom and the proposed NextEra Energy / Dominion Energy merger. The market currently values XPLR Infrastructure as a damaged yieldco because of its suspended distribution, debt load, financing complexity, and investor distrust after the reset from the old NEP model.새로운 내러티브 • 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?새로운 내러티브 • 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?
새로운 내러티브 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$65m |
| Mar 31 2026 | n/a | n/a | US$119m |
| Dec 31 2025 | US$2m | US$655k | US$9m |
보상 대 시장: S.의 총 보수(USD2.37M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.51M)보다 낮습니다.
보상과 수익: S.의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.
CEO
S. Liu (43 yo)
1.7yrs
재임 기간
US$2,371,641
보수
Mr. S. Alan Liu is President & CEO of XPLR Infrastructure, LP from January 27, 2025. Prior to his most recent appointment, Mr. Liu served as Vice President of the Partnership from September 2024. From May...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President & CEO | 1.7yrs | US$2.37m | 0.13% $ 1.3m | |
| Chief Financial Officer | 1.7yrs | US$849.08k | 0.026% $ 265.3k | |
| Director of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| General Counsel & Corporate Secretary | no data | 데이터 없음 | 데이터 없음 | |
| Controller | 1.3yrs | 데이터 없음 | 데이터 없음 |
1.7yrs
평균 재임 기간
39yo
평균 나이
경험이 풍부한 관리: XIFR의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Independent Director | 7.8yrs | US$255.03k | 0.073% $ 755.3k | |
| Independent Director | 9.1yrs | US$255.03k | 0.076% $ 784.0k | |
| Chairman of the Board | 9.1yrs | 데이터 없음 | 0.23% $ 2.4m | |
| Independent Director | 9.1yrs | US$240.03k | 0.065% $ 670.9k | |
| Director | 9.1yrs | 데이터 없음 | 0.088% $ 905.9k | |
| Director | 2.3yrs | 데이터 없음 | 0.067% $ 694.1k | |
| Director | 1.3yrs | 데이터 없음 | 0.044% $ 448.8k |
9.1yrs
평균 재임 기간
58yo
평균 나이
경험이 풍부한 이사회: XIFR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/21 17:49 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
XPLR Infrastructure, LP는 28명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Parker | Baird |
| Christine Cho | Barclays |
| "Christine Cho | Barclays |