XIFRMEDIUM SIGNALFINANCIAL10-K

XIFR completed a corporate rebranding from NextEra Energy Partners while showing improved operating performance despite persistent losses and increased leverage.

The company has fully transitioned away from the NextEra Energy Partners branding to XPLR Infrastructure, suggesting strategic repositioning in the renewable energy infrastructure space. While operating losses improved substantially, the company remains unprofitable with increased debt levels, indicating ongoing capital-intensive growth phase typical of infrastructure development companies.

Comparing 2026-02-17 vs 2025-02-21View on EDGAR →
FINANCIAL ANALYSIS

The balance sheet shows meaningful expansion with current assets growing 65% to $1.4B while total debt increased modestly to $6.2B, though stockholders' equity declined 15% to $10.9B. Operating performance improved substantially with operating losses narrowing meaningfully, though the company remained in a net loss position. The financial profile suggests an infrastructure company in active expansion mode, deploying significant capital while working toward profitability.

FINANCIAL STATEMENT CHANGES
Current Assets
Balance Sheet
+65.3%
$860.0M$1.4B

Current assets grew 65.3% — improving short-term liquidity or inventory/receivables build.

Operating Income
P&L
+59.5%
-$459.0M-$186.0M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Current Liabilities
Balance Sheet
+44.3%
$1.1B$1.6B

Current liabilities surged 44.3% — significant near-term obligations; verify ability to meet short-term debt.

Net Income
P&L
-21.7%
-$23.0M-$28.0M

Net income declined 21.7% — review whether driven by operations, interest costs, or non-recurring items.

Total Liabilities
Balance Sheet
+17.1%
$7.4B$8.7B

Liabilities increased 17.1% — monitor debt-to-equity ratio and interest coverage.

Total Debt
Balance Sheet
+16.7%
$5.3B$6.2B

Debt rose 16.7% — additional borrowing for investment or operations; monitor coverage ratios.

Stockholders Equity
Balance Sheet
-15.3%
$12.9B$10.9B

Equity decreased 15.3% — buybacks or losses reducing book value, monitor solvency ratios.

LANGUAGE CHANGES
NEW — 2026-02-17
PRIOR — 2025-02-21
ADDED
Bureau of Land Management CITC convertible investment tax credit clean energy tax credits production tax credits and investment tax credits collectively Code U.S.
United States of America XPLR XPLR Infrastructure, LP XPLR GP XPLR Infrastructure Partners GP, Inc.
XPLR OpCo XPLR Infrastructure Operating Partners, LP XPLR OpCo GP XPLR Infrastructure Operating Partners GP, LLC XPLR OpCo ROFR assets all assets owned or hereafter acquired by XPLR OpCo or its subsidiaries Each of XPLR and XPLR OpCo has subsidiaries and affiliates with names that may include XPLR Infrastructure and similar references.
Management's Discussion and Analysis of Financial Condition and Results of Operations 30 Item 7A.
Form 10-K Summary 79 Signatures 80 FORWARD-LOOKING STATEMENTS This report includes forward-looking statements within the meaning of the federal securities laws.
+7 more — sign up free →
REMOVED
Bureau of Land Management CITC convertible investment tax credit Code U.S.
United States of America XPLR XPLR Infrastructure, LP, formerly known as NextEra Energy Partners, LP XPLR GP XPLR Infrastructure Partners GP, Inc., formerly known as NextEra Energy Partners GP, Inc.
XPLR OpCo XPLR Infrastructure Operating Partners, LP, formerly known as NextEra Energy Operating Partners, LP XPLR OpCo GP XPLR Infrastructure Operating Partners GP, LLC, formerly known as NextEra Energy Operating Partners GP, LLC XPLR OpCo ROFR assets all assets owned or hereafter acquired by XPLR OpCo or its subsidiaries Each of XPLR and XPLR OpCo has subsidiaries and affiliates with names that may include XPLR Infrastructure and similar references.
References to XPLR's pipeline investment refers to its equity method investment in contracted natural gas assets.
Management's Discussion and Analysis of Financial Condition and Results of Operations 31 Item 7A.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
CRMHIGHSalesforce significantly increased debt by 71% to $14.4B while simultaneously ac...
2026-03-02
UNHHIGHUNH's operating income plummeted 41% despite 12% revenue growth, indicating seve...
2026-03-02
PFEHIGHPfizer achieved a dramatic 87.3% reduction in total debt from $31.4B to $4.0B, r...
2026-02-26
GILDHIGHGILD dramatically increased R&D spending by 81.5% to $9.1B while introducing new...
2026-02-24
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →