Verified call record已核验电话会记录 ·
XIFR · XIFR Q2 FY2026 earnings call record财报电话会记录
Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。
12 exact excerpts 条原文摘录
18 numeric receipts 个数值回执
B governed source tier 治理来源层级
Transcript present电话会文本已具备
Call language, kept intact.电话会表述，保持原貌。
The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。
“On the financial front, XPLR completed the first minimum buyout of CEPF 5 for $150 million and fully repaid $500 million of convertible notes with available cash.”
Alan Liu · CEO
claim_afdab3bfee3954cab005db0ad12b9c62Exact numeric spans精确数值片段
5150 million500 million“In summary, we remain focused on strong execution and disciplined capital allocation to enhance financial and strategic flexibility as we seek to maximize the value of our portfolio.”
Alan Liu · CEO
claim_6925770790750ef8daf94c15d30fc090“Turning to our Q2 results, XPLR's portfolio generated approximately $523 million in Adjusted EBITDA and $257 million in free cash flow before growth.”
Jessica Geoffroy · CFO
claim_b5bb034a2e1d7422598afe04763c5c8eExact numeric spans精确数值片段
523 million257 million“Q2 results for existing projects were affected by approximately $42 million higher net operating expenses compared to the prior year period, primarily driven by an approximately $45 million higher benefit in 2025 associated with certain vendor credits for unplanned O&M expenses.”
Jessica Geoffroy · CFO
claim_b2d0926a143d3162d22ca45a0c9d1b08Exact numeric spans精确数值片段
42 million45 million2025“On a full year basis, we anticipate total O&M expenses to be roughly $500 million, which is consistent with the historical average over the last few years.”
Jessica Geoffroy · CFO
claim_1c5ed97d4ee781a003210356bcc400a6Exact numeric spans精确数值片段
500 million“These impacts were partially offset by improved year-over-year wind resource, which was approximately 102% of the long-term average, compared to 97% in the prior year period.”
Jessica Geoffroy · CFO
claim_51f1c340449eb4d3e3316af3284441acExact numeric spans精确数值片段
102%97%“For 2026, we continue to expect Adjusted EBITDA of $1.75 billion to $1.95 billion and free cash flow before growth of $600 million to $700 million.”
Kanghee Jeon · IR
claim_b5348c25574a8e34b63708c669384a6aExact numeric spans精确数值片段
20261.75 billion1.95 billion600 million700“When you look at the free cash flow versus the Adjusted EBITDA, Adjusted EBITDA is also going to be impacted by the absence of higher tax credit amounts that were reflected in the prior year period through tax equity structures that have since matured or been bought out.”
Jessica Geoffroy · CFO
claim_f48634bfbb577532f0cab9fcb2e97a7f“I think you also have roughly $550 million of corporate debt that matures next year.”
Nelson Ng
claim_da1676875dc08760911b7a73b4838272Exact numeric spans精确数值片段
550 million“I would also remind you, right, we've got capital that we've already committed in terms of CapEx, that would also have to be paid for in the H2 of the year as well as additional CapEx.”
Alan Liu · CEO
claim_63fedf8c215e597c8e14b2049a3a25ec“We've laid out the schedule in which we intend to or we would expect to buyout CEPF 4, which is sometime next year.”
Alan Liu · CEO
claim_d3b5f4b387ed3cdcf84ba3322e8c70c8Exact numeric spans精确数值片段
4“Customers' demand and their RFPs and things happening in the marketplace and us responding to it.”
Alan Liu · CEO
claim_9db7a84e295744ce601e1e1aa504789aInspect the source receipts检查来源回执30 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
| Claim主张 | Kind类型 | Segment片段 | Byte span字节范围 | Text hash文本哈希 |
|---|---|---|---|---|
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claim_9849fbbf0d06d6bd8fe9d7dff14bd2ed | numeric | 3 | 226–227 | ef2d127de37b94… |
claim_9b3b5135ce50730db32a607c596ef64a | numeric | 3 | 233–244 | becafac50d1703… |
claim_b06f657be1ef535271b9a47f0f0fc118 | numeric | 3 | 263–274 | 904ecbb37c6163… |
claim_6925770790750ef8daf94c15d30fc090 | quote | 4 | 792–974 | dc92ba463a401b… |
claim_b5bb034a2e1d7422598afe04763c5c8e | quote | 5 | 45–194 | 26974cbdb3d006… |
claim_c5a9f460879d5f7aea4ee39177f0e587 | numeric | 5 | 114–125 | c62fdb3e64073f… |
claim_ed58cd31fba46b2feb5674914ba6a34c | numeric | 5 | 150–161 | 5df75d338b642a… |
claim_b2d0926a143d3162d22ca45a0c9d1b08 | quote | 5 | 195–474 | 3663e774dc24ca… |
claim_7cc82af695f44c398391355516874a36 | numeric | 5 | 260–270 | 606bb29df11ed9… |
claim_756697704284ab09240139f3ce67d3c0 | numeric | 5 | 374–384 | 85c18dda2a91dc… |
claim_b59ed85280ce0eb4c443e5a027a9e81b | numeric | 5 | 403–407 | b2b2f104d32c63… |
claim_1c5ed97d4ee781a003210356bcc400a6 | quote | 5 | 475–630 | aa9d3188ef6c1e… |
claim_0c35ea7fc002c304ca9fb48b7b429d0f | numeric | 5 | 545–556 | 904ecbb37c6163… |
claim_51f1c340449eb4d3e3316af3284441ac | quote | 5 | 631–805 | 9c9635bc895fac… |
claim_5c70414e5a0aabfe989291ffdd032d02 | numeric | 5 | 733–737 | 9656f582b3199d… |
claim_66de1ab73aea20975f1632c644f26aa5 | numeric | 5 | 776–779 | f2bff73ed60136… |
claim_b5348c25574a8e34b63708c669384a6a | quote | 6 | 75–222 | 498e8322f06d69… |
claim_1fc944753ed3ff93b7375b78774d8792 | numeric | 6 | 79–83 | 158a323a7ba448… |
claim_54aa09aa6db05145dda68eed854bbd6a | numeric | 6 | 127–139 | dc359df88f143b… |
claim_dbe5c3a1ba70a4083526946524596db7 | numeric | 6 | 144–156 | 43a9474d72619b… |
claim_ecf59c295c7b5041f7f4e2742c54a946 | numeric | 6 | 194–205 | 8ebac3be6bba57… |
claim_e2f35b080c7bb5885605044e8a44ff4f | numeric | 6 | 210–213 | 99ee5022122186… |
claim_f48634bfbb577532f0cab9fcb2e97a7f | quote | 14 | 0–271 | bf1dda2c3b8a23… |
claim_da1676875dc08760911b7a73b4838272 | quote | 15 | 298–382 | 4e203e8666f92f… |
claim_fb8e5a0826477a8fd1ce6931e9f356dd | numeric | 15 | 329–340 | 2597b2eabc13ae… |
claim_63fedf8c215e597c8e14b2049a3a25ec | quote | 16 | 264–448 | 665cfc0a29874d… |
claim_d3b5f4b387ed3cdcf84ba3322e8c70c8 | quote | 17 | 164–279 | 2d676b1d01aa3b… |
claim_20e7519f13cebfa5fa21072cba2af5d8 | numeric | 17 | 248–249 | 4b227777d4dd1f… |
claim_9db7a84e295744ce601e1e1aa504789a | quote | 21 | 531–628 | 96fe5dac1e17e4… |