XPLR Infrastructure LP 2026年季度报告

Washington, D.C. 20549 FORM 10-Q ☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedJune30, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ________ to ________CommissionFileNumberExact name of registrant as specified in itscharter, address of principal executive offices andregistrant's telephone numberIRS EmployerIdentificationNumber1-36518XPLR INFRASTRUCTURE, LP30-0818558 700 Universe BoulevardJuno Beach, Florida 33408(561) 694-4700 State or other jurisdiction of incorporation or organization:Delaware Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12months, and (2) has been subject to such filing requirements for the past 90 days.YesNo☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T duringthe preceding 12 months.YesNo☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growthcompany. Large Accelerated FilerAccelerated Filer☐Non-Accelerated Filer☐Smaller Reporting Company☐Emerging Growth Company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Securities Exchange Act of 1934.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Securities Exchange Act of 1934).Yes☐No☑ Number of XPLR Infrastructure, LP common units outstanding at June30, 2026:94,272,795 DEFINITIONS Acronyms and defined terms used in the text include the following: Each of XPLR and XPLR OpCo has subsidiaries and affiliates with names that may include XPLR, XPLR Infrastructure and similarreferences. For convenience and simplicity, in this report, the terms XPLR and XPLR OpCo are sometimes used as abbreviatedreferences to specific subsidiaries, affiliates or groups of subsidiaries or affiliates. The precise meaning depends on the context.Discussions of XPLR's ownership of subsidiaries and projects refers to its controlling interest in the general partner of XPLR OpCo andXPLR's indirect interest in and control over the subsidiaries of XPLR OpCo. See Note10 for a description of the noncontrolling interestin XPLR OpCo. References to XPLR's projects generally include XPLR's consolidated subsidiaries and the projects in which XPLR hasequity method investments. NEE, NEECH and NEER each has subsidiaries and affiliates with names that may include NextEra Energy, NextEra Energy Resources,NextEra and similar references. For convenience and simplicity, in this report the terms NEE, NEECH and NEER are sometimes usedas abbreviated references to specific subsidiaries, affiliates or groups of subsidiaries or affiliates. The precise meaning depends on thecontext. TABLE OF CONTENTS Page No. Definitions2Forward-Looking Statements4 PART I – FINANCIAL INFORMATION Item 1.Financial Statements7Item 2.Management's Discussion and Analysis of Financial Condition and Results of Operations24Item 3.Quantitative and Qualitative Disclosures About Market Risk30Item 4.Controls and Procedures30 PART II – OTHER INFORMATION Item 1.Legal Proceedings31Item 1A.Risk Factors31Item 5.Other Information31Item 6.Exhibits31 Signatures32 FORWARD-LOOKING STATEMENTS This report includes forward-looking statements within the meaning of the federal securities laws. Any statements that express, orinvolve discussions as to, expectations, beliefs, plans, objectives, assumptions, strategies, future events or performance (often, but notalways, through the use of words or phrases such as may result, are expected to, will continue, anticipate, believe, will, could, should,would, estimated, may, plan, potential, future, projection, goals, target, outlook, predict and intend or words of similar meaning) are notstatementsof historical facts and may be forward looking.Forward-looking statements involve estimates,assumptions anduncertainties. Accordingly, any such statements are qualified in their entirety by reference to, and are accompanied by, the followingimportant factors (in addition to any assumptions and other factors referred to specifically in connection with such forward-lookingstatements) that could have a significant impact on XPLR's operations and financial results, and could cause XPLR's actual results todiffer materially from those contained or implied in forward-looking statements made by or on behalf of XPLR in this Form 10-Q, inpresentations, on its website, in re