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NextEra Energy Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $1.03 |
| EPS actual | $1.09 |
| EPS Surprise | 5.83% |
| Revenue estimate | 7.265B |
| Revenue actual | 6.701B |
| Revenue Surprise | -7.77% |
| Release date | Jan 27, 2026 |
| EPS estimate | $0.560 |
| EPS actual | $0.530 |
| EPS Surprise | -5.36% |
| Revenue estimate | 6.725B |
| Revenue actual | 6.5B |
| Revenue Surprise | -3.34% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.97 |
| EPS actual | $1.13 |
| EPS Surprise | 16.86% |
| Revenue estimate | 8.125B |
| Revenue actual | 7.966B |
| Revenue Surprise | -1.95% |
| Release date | Jul 23, 2025 |
| EPS estimate | $1.01 |
| EPS actual | $1.05 |
| EPS Surprise | 3.96% |
| Revenue estimate | 7.214B |
| Revenue actual | 6.7B |
| Revenue Surprise | -7.13% |
Last 4 Quarters for NextEra Energy
Below you can see how NEE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $72.82 |
| EPS estimate | $1.01 |
| EPS actual | $1.05 |
| EPS surprise | 3.96% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $75.18 |
| Jul 18, 2025 | $75.95 |
| Jul 21, 2025 | $76.17 |
| Jul 22, 2025 | $77.54 |
| Jul 23, 2025 | $72.82 |
| Jul 24, 2025 | $71.97 |
| Jul 25, 2025 | $71.85 |
| Jul 28, 2025 | $71.34 |
| Jul 29, 2025 | $71.95 |
| 4 days before | -3.14% |
| 4 days after | -1.19% |
| On release day | -1.17% |
| Change in period | -4.30% |
| Release date | Oct 28, 2025 |
| Price on release | $83.57 |
| EPS estimate | $0.97 |
| EPS actual | $1.13 |
| EPS surprise | 16.86% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $82.84 |
| Oct 23, 2025 | $83.25 |
| Oct 24, 2025 | $84.41 |
| Oct 27, 2025 | $86.03 |
| Oct 28, 2025 | $83.57 |
| Oct 29, 2025 | $81.76 |
| Oct 30, 2025 | $81.64 |
| Oct 31, 2025 | $81.40 |
| Nov 03, 2025 | $81.78 |
| 4 days before | 0.88% |
| 4 days after | -2.14% |
| On release day | -2.17% |
| Change in period | -1.28% |
| Release date | Jan 27, 2026 |
| Price on release | $87.15 |
| EPS estimate | $0.560 |
| EPS actual | $0.530 |
| EPS surprise | -5.36% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $83.85 |
| Jan 22, 2026 | $85.07 |
| Jan 23, 2026 | $84.81 |
| Jan 26, 2026 | $85.47 |
| Jan 27, 2026 | $87.15 |
| Jan 28, 2026 | $87.57 |
| Jan 29, 2026 | $88.18 |
| Jan 30, 2026 | $87.90 |
| Feb 02, 2026 | $86.33 |
| 4 days before | 3.94% |
| 4 days after | -0.94% |
| On release day | 0.482% |
| Change in period | 2.96% |
| Release date | Apr 23, 2026 |
| Price on release | $96.25 |
| EPS estimate | $1.03 |
| EPS actual | $1.09 |
| EPS surprise | 5.83% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $91.98 |
| Apr 20, 2026 | $92.01 |
| Apr 21, 2026 | $90.60 |
| Apr 22, 2026 | $90.00 |
| Apr 23, 2026 | $96.25 |
| Apr 24, 2026 | $95.31 |
| Apr 27, 2026 | $94.83 |
| Apr 28, 2026 | $96.51 |
| Apr 29, 2026 | $94.17 |
| 4 days before | 4.64% |
| 4 days after | -2.16% |
| On release day | -0.98% |
| Change in period | 2.38% |
NextEra Energy Earnings Call Transcript Summary of Q1 2026
Key points for investors: NextEra delivered a strong start to 2026 with adjusted EPS up ~10% year-over-year driven by FPL and Energy Resources. FPL continues rapid customer and capital growth (added ~100k customers year-over-year; Q1 CapEx ~$3.2B; full-year FPL CapEx guidance $12–13B) and expects to invest $90–100B through 2032 in Florida to support load growth (including ~4 GW gas, >12 GW solar, >7 GW storage over 10 years). FPL bills remain well below the national average and reliability is top decile. Energy Resources had a record quarter for renewables and storage origination, adding ~4 GW to backlog (total backlog ~33 GW) and 1.3 GW of battery storage origination this quarter; standalone and co-located battery pipeline >10 GW (ex expansions). NextEra is expanding transmission and pipeline (NextEra Energy Transmission has >$5B in new projects since 2023; combined electric and gas transmission target ~$20B regulated/investment capital by 2032). The company is advancing large-load/data-center opportunities: ~21 GW of large-load interest at FPL (~12 GW in advanced discussions), participation in two U.S.–Japan government-supported projects totaling 9.5 GW (development/ops role; described as capital-light for NextEra), and a hub strategy targeting 15 GW (base case) to 30+ GW (upside) of new generation to serve large loads by 2035. Nuclear actions: NRC approval to acquire remaining Duane Arnold stake (on track to reenter service by Q1 2029) and continued evaluation of SMRs/advanced nuclear with cautious risk-sharing approach. Financial posture and risk management: 2026 EPS guidance $3.92–4.02 (targeting the high end), longer-term EPS CAGR target 8%+ through 2032 (and similar 2032–2035 target), dividend growth targets (roughly 10% per year through 2026 off a 2024 base, then ~6% per year 2027–2028), over $43B interest-rate hedging program, and secured supply agreements for panels, batteries and key components through 2027–2029 to mitigate trade/supply risk. Technology/efficiency: launched 'Rewire' AI initiative with Google Cloud to drive operating efficiencies and build industry products (examples: Conduit, Generation Entitlement, Grid Composer). Key near-term catalysts: announcement/definitive agreements for the U.S.–Japan projects (expected in ~2–3 months), further large-load contract signings at FPL (management expects at least one by year-end), continued backlog conversion for renewables/storage, and Duane Arnold ownership closing and interconnection progress.
