Jul. 24 at 12:48 PM
$NEE | NEXTERA ENERGY, INC. Q2 2026 EARNINGS HIGHLIGHTS
◆ EPS:
$1.15 vs.
$1.08 est. ✅
◆ Revenue:
$7.53B vs.
$8.23B est. ❌
◆ Net Income (GAAP):
$3.144B (+55.0% YoY)
◆ Net Income (Adjusted):
$2.407B (+11.2% YoY)
◆ FPL Net Income:
$1.412B (+10.7% YoY)
◆ FPL Capital Expenditures:
$2.8B
Segment Performance:
◆ FPL:
$1.412B (+10.7% YoY)
◆ NextEra Energy Resources:
$1.291B (+18.3% YoY)
Key Metrics:
◆ NextEra Energy Resources backlog now totals ~35.1 GW; 3.6 GW added in Q2 2026, including 2 GW of battery storage
◆ FPL added more than 90,000 customers in Q2 2026 vs. prior-year comparable period; ~21 GW of large-load interest pipeline with 12 GW in advanced discussions
◆ FPL typical residential bill ~30% below national average; projected to increase only ~2% annually on average through end of decade
Forward Guidance:
◆ FY 2026 adjusted EPS:
$3.92–
$4.02, targeting high end of range
◆ Adjusted EPS CAGR: 8%+ annually through 2032, same target 2032–2035, off 2025 base of
$3.71
◆ Dividends per share: ~10% growth per year through 2026 (off 2024 base), then 6% per year from year-end 2026 through 2028
◆ FPL full-year capital investments:
$12B–
$13B
