Every 8-K that XPLR Infrastructure, LP (XIFR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow XIFR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full XIFR filings page.
XPLR Infrastructure, LP reported second-quarter 2026 net income attributable to XPLR of $38 million on operating revenues of $363 million, compared with $79 million and $342 million a year earlier. Adjusted EBITDA was $523 million, and free cash flow before growth (FCFBG) was $257 million. For the first six months of 2026, net income attributable to XPLR was $71 million and adjusted EBITDA was $958 million. Basic and diluted earnings per common unit were $0.40 for the quarter. Cash and cash equivalents were $500 million at June 30, 2026, with total assets of $18,989 million and total liabilities of $8,379 million.
During the quarter, XPLR completed the first minimum buyout of CEPF 5 for approximately $150 million and fully repaid $500 million of convertible notes using available cash, as part of its capital structure simplification. Management reports that approximately 50% of planned 2026 repowerings are complete and that joint ventures for Mammoth Plains Energy Storage and Carousel Energy Storage were formed under its battery storage co-investment agreement with NextEra Energy Resources, along with completed sales of related interconnection assets and rights in July. For calendar year 2026, XPLR continues to expect adjusted EBITDA of $1.75 billion to $1.95 billion and FCFBG of $600 million to $700 million.
XPLR Infrastructure, LP reported first-quarter 2026 net income attributable to XPLR of $33 million, compared with a loss a year earlier. Adjusted EBITDA was $435 million and free cash flow before growth was $89 million, reflecting higher interest expense from 2025 unsecured notes.
Operating revenues were $275 million versus $282 million in 2025, while operating income improved due to the absence of a prior-year goodwill impairment. Management said results were in line with expectations and reaffirmed 2026 guidance for adjusted EBITDA of $1.75–$1.95 billion and FCFBG of $600–$700 million.
XPLR Infrastructure, LP reported that on April 10, 2026, its indirect subsidiaries borrowed approximately $232 million under a limited-recourse senior secured variable rate term loan facility. As of the same date, about $27 million remained available to be drawn under this facility, subject to specified conditions.
XPLR Infrastructure, LP has established a renewed at-the-market equity issuance program under a new Distribution Agency Agreement with Barclays Capital Inc., KeyBanc Capital Markets Inc. and Scotia Capital (USA) Inc.
The partnership may, from time to time, offer and sell common units with an aggregate sales price of up to $300,000,000 through one of these firms acting as sales agent or to them as principal. Any units sold will be issued under XPLR’s effective shelf registration statement on Form S-3. The filing also attaches the agency agreement and a legal opinion on the validity of the offered units as exhibits.
XPLR Infrastructure reported new financing and investment actions tied to its battery storage growth plans. Indirect subsidiaries borrowed approximately $174 million on March 27, 2026 under a limited-recourse senior secured variable rate term loan facility, with about $376 million still available as of that date, subject to conditions.
On March 26, 2026, subsidiary XPLR Infrastructure Operating Partners, LP irrevocably exercised co-investment options with a NextEra Energy Resources affiliate to take a 49% equity interest in each of four battery storage joint ventures. XPLR OpCo’s total commitment after exercising these options is estimated at about $315 million, expected to be funded using asset-level financing proceeds and sales of certain interconnection assets and rights.
The company also plans to renew its at-the-market equity issuance program, which is set to expire on March 28, 2026, to allow future sales of common units with an aggregate sales price of up to $300 million to support liquidity and capital needs.
XPLR Infrastructure, LP amended its senior secured revolving credit facility, reducing the committed size from $2.45 billion to $1.25 billion while extending the maturity to 2031 and keeping $400 million of letter-of-credit capacity.
For fourth-quarter 2025, XPLR reported net income attributable to the partnership of $29 million, adjusted EBITDA of $396 million and free cash flow before growth (FCFBG) of $111 million. For full-year 2025, it recorded a net loss of $28 million, adjusted EBITDA of $1.878 billion and FCFBG of $746 million.
The partnership has completed about 1.3 GW of its repowering program and expanded the plan to approximately 2.1 GW through 2030. It also agreed to sell interconnection assets and rights to NextEra Energy Resources for $45 million tied to battery storage projects and expects to add up to about 200 net MW of long-term contracted storage capacity with zero net corporate capital. XPLR reaffirmed its 2026 outlook for adjusted EBITDA of $1.75 billion to $1.95 billion and FCFBG of $600 million to $700 million.
XPLR Infrastructure, LP reported new project-level debt financing entered into by its indirect subsidiaries. On December 19, 2025, Glenn Portfolio Holdings, LLC closed an approximately $550 million limited-recourse senior secured variable rate term loan facility maturing in December 2030, with borrowings subject to specified conditions. Interest is based on an underlying index plus a margin, paid quarterly, with principal partially amortizing semi-annually, and Glenn Holdings plans to use interest rate swaps to hedge interest payments. The loan is secured by all assets and equity interests of Glenn Holdings and its subsidiaries, which are expected to include renewable energy projects with about 544 MW of net generating capacity. In addition, on December 18, 2025, other indirect subsidiaries borrowed about $169 million under two similar term loan facilities, with approximately $105 million still available as of December 19, 2025, consistent with XPLR’s previously outlined 2025-2026 financing plan.
XPLR Infrastructure, LP reported that its subsidiary XPLR Infrastructure Operating Partners, LP issued $750 million of 7.750% senior unsecured notes due 2034. The notes pay interest semi-annually on April 15 and October 15, starting April 15, 2026, and mature on April 15, 2034 unless redeemed earlier.
Before April 15, 2029, the issuer may redeem the notes at 100% of principal plus a make-whole premium, and may also redeem up to 40% of the notes from equity offering proceeds at 107.750% of principal. From April 15, 2029, step-down call prices apply, declining to 100% of principal on or after April 15, 2031, in each case plus accrued interest. The notes are senior unsecured obligations guaranteed on a senior unsecured basis by XPLR Infrastructure, LP and XPLR Infrastructure US Partners Holdings, LLC and are subject to change of control, lien, covenant and cross-default provisions.
XPLR Infrastructure, LP reported that its direct subsidiary, XPLR Infrastructure Operating Partners, LP, has priced $750 million in aggregate principal amount of senior unsecured notes due 2034. The notes were priced in a private offering that is exempt from the registration requirements of the Securities Act of 1933.
The company furnished a press release as Exhibit 99.1 with additional details. The update was disclosed under Item 8.01 (Other Events), indicating an informational announcement about this financing.
XPLR Infrastructure, LP filed an 8-K outlining financing actions and communications plans. The partnership announced a private offering of $750 million aggregate principal amount of senior unsecured notes due 2034 by its subsidiary, XPLR Infrastructure Operating Partners, LP. It also launched a cash tender offer for any and all of XPLR OpCo’s outstanding 3.875% senior notes due 2026.
Management plans to discuss pro forma adjusted EBITDA, free cash flow before growth (FCFBG), and HoldCo cash available for debt service (CADS) for the trailing twelve months ended September 30, 2025, reflecting the September 22, 2025 sale of natural gas pipeline assets in Pennsylvania. XPLR expects to restart earnings calls in 2026, beginning with results for the fourth quarter of 2025, with the call expected in February 2026. Reconciliations for non-GAAP measures are provided in an exhibit.
XPLR Infrastructure, LP filed an 8-K stating it posted a news release announcing its third quarter 2025 financial results. The company furnished the release as Exhibit 99 under Item 2.02, and made it available on its website.
The filing also includes Inline XBRL exhibits: Exhibit 101 (interactive data files) and Exhibit 104 (cover page iXBRL). The registrant’s common units trade on the NYSE under the symbol XIFR.
XPLR Infrastructure, LP completed a sale of its interests in Meade Pipeline Co, LLC and related entities on September 22, 2025, receiving approximately $1.1 billion in cash. The sellers were indirect subsidiaries of XPLR and the buyers were APC Holdings II, L.P. and ACI Meade Member, LLC, affiliates of funds managed or advised by Ares Management LLC. The filing states unaudited pro forma consolidated statements of income and balance sheet are filed as Exhibit 99.1 to illustrate the effect of the sale for the years ended December 31, 2024, 2023 and 2022 and for the six months ended June 30, 2025.
On August 7, 2025, indirect subsidiaries of XPLR entered into a purchase and sale agreement to sell their interests in Meade Pipeline Co, LLC and the 15% interest held through Redwood Meade Midstream MPC, LLC to APC Holdings II, L.P. and ACI Meade Member, LLC, affiliates of funds managed or advised by Ares Management. The purchasers agreed to pay approximately $1.1 billion in cash, with the amount subject to adjustment for lease payments accrued at closing.
The transaction is expected to close by the end of the third quarter of 2025 and is conditioned on Hart-Scott-Rodino antitrust approval, repayment of project-level indebtedness and other customary closing conditions. The agreement includes customary representations, warranties, covenants and mutual indemnities. The full purchase and sale agreement is filed as Exhibit 2.1.