For calendar year 2026, XPLR Infrastructure continues to expect adjusted EBITDA of $1.75B to $1.95B and FCFBG of $600M to $700M.
Bullish
XPLR Infrastructure expanded its repowering plan to 2.1 GW, secured a zero-net-capital battery storage co-investment, and completed its two-year financing plan ahead of schedule.
Bearish
XPLR Infrastructure reported an increased full-year net loss of $28M, faces operational risks from third-party reliance for energy delivery, and is vulnerable to changes in government clean energy incentives.