XPLR Infrastructure, LP(XIFR)Stock Analysis
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Rank #1,920 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
XIFR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for XPLR Infrastructure, LP (XIFR), a Utilities sector company. 13F Pro's AI-powered ranking engine scores XIFR at 40.8/100 on a 32-signal composite quality model, placing it at rank #1,920 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include free cash flow (16.8) and profitability (25.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), XPLR Infrastructure, LP reports quarterly revenue of $275.0M, net income of $33.0M, free cash flow of $-30.0M. Top institutional holders of XIFR by reported 13-F value include Anchorage Capital Advisors, L.P., MORGAN STANLEY, ADAGE CAPITAL PARTNERS GP, L.L.C., based on the most recent SEC filings. XIFR trades on the NYSE exchange and files with the SEC under CIK 1603145. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate XIFR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for XPLR Infrastructure, LP directly from SEC EDGAR. XPLR Infrastructure, LP's 13F Pro composite quality score has ranged between 38 and 53 since 2025, currently 40.8 — a declining long-term trajectory across 11 quarterly and live scoring snapshots.
Revenue
Q1 2026
$275.0M
Net Income
Q1 2026
$33.0M
Free Cash Flow
Q1 2026
$-30.0M
ROIC
Q1 2026
-0.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+10.2% YoYNet Income
-114.0% YoYOperating Income
-564.3% YoYEPS (Diluted)
Total Assets
-13.0% YoYTotal Debt
-8.8% YoYOp. Cash Flow
+1.1% YoY| Metric | FY 2025 | FY 2023 | FY 2021 | FY 2020 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $1.19B +10.2% | $1.08B +49.3% | $722.0M -21.3% | $917.0M +18.9% | $771.0M -4.5% | $807.0M |
| Net Income | $-28.0M -114.0% | $200.0M +46.0% | $137.0M +349.1% | $-55.0M -132.9% | $167.0M +360.9% | $-64.0M |
| Operating Income | $-186.0M -564.3% | $-28.0M -143.8% | $64.0M -74.7% | $253.0M -42.9% | $443.0M +42.0% | $312.0M |
| EPS (Diluted) | — | — | $1.77 +318.5% | $-0.81 -127.8% | $2.91 +346.6% | $-1.18 |
| Total Assets | $19.59B -13.0% | $22.51B +18.6% | $18.98B +51.1% | $12.56B +33.6% | $9.40B +12.0% | $8.39B |
| Total Debt | $6.96B -8.8% | $7.64B +42.5% | $5.36B +57.6% | $3.40B -17.9% | $4.14B -6.2% | $4.42B |
| Operating Cash Flow | $739.0M +1.1% | $731.0M +8.0% | $677.0M +1.8% | $665.0M +83.7% | $362.0M -12.3% | $413.0M |
AI Insight: XIFR Financial Trends
Operating income remains persistently negative into Q1 2026 while total debt climbed to $6,328M and operating cash flow turned negative for the first time in the series.
• Revenue declined from $360M in Q2 2024 to $275M in Q1 2026, a 24% drop over six quarters.
• Operating income has been negative in four of the last five quarters, including -$49M in Q4 2025 and -$17M in Q1 2026.
• Total debt rose from $5,174M in Q3 2024 to $6,964M in Q4 2025, before easing slightly to $6,328M in Q1 2026.
• Operating cash flow turned negative at -$5M in Q1 2026, the only negative OCF reading in the entire dataset.
⚠ OCF flipping to -$5M in Q1 2026 after averaging ~$200M+ prior quarters signals a potential liquidity inflection worth tracking closely.
⚠ Debt remains elevated at $6,328M with no equity data available, making leverage assessment incomplete and a key risk.
⚠ Net income swung positive to $33M in Q1 2026 despite negative op income — monitor non-operating items driving the wedge.
AI Insight: XIFR Ratio Trends
XIFR's profitability remains deeply erratic, with ROIC still negative at -1.1% in Q1 2026 after catastrophic Q4 2024 and Q1 2025 losses wiped out earlier gains.
• Operating margin swung from -187.8% in Q4 2024 to 26.3% in Q2 2025, then collapsed again to -6.2% in Q1 2026 — no stable recovery evident.
• ROIC turned sharply negative at -36.7% in Q4 2024 and remains negative at -1.1% in Q1 2026, versus 4.6% in Q2 2024.
• TTM operating margin of 2.5% and ROIC of 0.5% reflect how severe one-off charges in late 2024 continue to drag the trailing aggregate.
• Net profit margin turned positive at 12.0% in Q1 2026, up from -11.8% in Q3 2025, offering a tentative sequential improvement.
⚠ Operating margin remains negative at -6.2% in Q1 2026 despite positive NPM — divergence suggests non-operating items are masking operating weakness.
⚠ ROIC has been negative in three of the last four quarters; sustained return above cost of capital has yet to be demonstrated.
⚠ Quarter-to-quarter swings in all metrics are extreme; watch whether Q2 2026 repeats Q2 2025's spike or continues the deteriorating pattern.
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Available Research
13F Pro tracks comprehensive data for XPLR Infrastructure, LP including:
Top Institutional Holders of XIFR
Anchorage Capital Advisors, L.P.
$82.3M7,753,653 shMORGAN STANLEY
$70.1M6,599,997 shADAGE CAPITAL PARTNERS GP, L.L.C.
$47.8M4,500,000 shRipple Effect Asset Management LP
$44.3M4,175,000 shTWO SIGMA INVESTMENTS, LP
$27.1M2,550,238 shRipple Effect Asset Management LP
$27.0M2,538,720 shYaupon Capital Management LP
$22.7M2,133,787 shUBS Group AG
$22.3M2,100,160 shAMERICAN CENTURY COMPANIES INC
$22.2M2,090,559 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$15.7M1,475,200 sh
| Fund | Value | Shares |
|---|---|---|
| Anchorage Capital Advisors, L.P. | $82.3M | 7,753,653 |
| MORGAN STANLEY | $70.1M | 6,599,997 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $47.8M | 4,500,000 |
| Ripple Effect Asset Management LP | $44.3M | 4,175,000 |
| TWO SIGMA INVESTMENTS, LP | $27.1M | 2,550,238 |
| Ripple Effect Asset Management LP | $27.0M | 2,538,720 |
| Yaupon Capital Management LP | $22.7M | 2,133,787 |
| UBS Group AG | $22.3M | 2,100,160 |
| AMERICAN CENTURY COMPANIES INC | $22.2M | 2,090,559 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.7M | 1,475,200 |
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Popular Research
Is XIFR a good stock to buy?
13F Pro's AI-powered analysis of XPLR Infrastructure, LP (XIFR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for XIFR are available on the XIFR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own XIFR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling XIFR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of XPLR Infrastructure, LP's investment landscape.