NextEra Energy Set to Report Q1 Earnings with Positive Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NEE?
Source: seekingalpha
- Earnings Expectations: NextEra Energy is projected to report Q1 EPS of $1.03, reflecting a 4% increase year-over-year, with revenue anticipated at $7.27 billion, indicating strong performance in the clean energy sector.
- Data Center Demand: With tech companies boosting their data center needs for AI, NextEra plans to build 15-30 GW of new generation capacity for U.S. data centers by 2035, further solidifying its market position.
- Nuclear Expansion Plans: The company is considering expanding its nuclear fleet to meet data center electricity demands and is in advanced discussions to power an additional 9 GW of server warehouses, showcasing its strategic growth initiatives.
- Investor Confidence: Analysts are bullish on NextEra, rating it a Buy, citing its large backlog and potential for earnings guidance increases, making it a preferred long-term investment, particularly with its blend of renewable energy and high-quality utility operations.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NEE?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NEE
Wall Street analysts forecast NEE stock price to fall
16 Analyst Rating
12 Buy
4 Hold
0 Sell
Strong Buy
Current: 96.250
Low
84.00
Averages
92.50
High
100.00
Current: 96.250
Low
84.00
Averages
92.50
High
100.00
About NEE
NextEra Energy, Inc. is an electric power and energy infrastructure company. It operates through its wholly owned subsidiaries, NextEra Energy Resources, LLC and NextEra Energy Transmission, LLC (collectively, NEER) and Florida Power & Light Company (FPL). Its segments include NEER and FPL. FPL segment is a rate-regulated electric utility engaged in the generation, transmission, distribution and sale of electric energy in Florida. FPL has approximately 35,052 megawatts of net generating capacity, over 91,000 circuit miles of transmission and distribution lines and 921 substations. The NEER segment owns, develops, constructs, manages and operates electric generation facilities in wholesale energy markets in the United States and Canada and includes assets and investments in other businesses with a clean energy focus, such as battery storage, natural gas pipelines, and renewable fuels. It owns, develops, constructs and operates rate-regulated transmission facilities in North America.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NextEra Energy Reports Strong Q1 2026 Earnings with Strategic Growth Plans
- Earnings Growth: NextEra Energy's adjusted earnings per share increased by 10% year-over-year in Q1 2026, reflecting strong performance in renewable energy and utility services, which is expected to further boost investor confidence.
- Capital Expenditure Plans: FPL plans to invest between $90 billion and $100 billion through 2032, covering approximately 4 gigawatts of new gas-fired generation, 12 gigawatts of solar, and 7 gigawatts of storage solutions, aimed at meeting rising electricity demand and enhancing market competitiveness.
- Large Load Customer Development: FPL currently has about 21 gigawatts of large load customer interest, with expectations of at least one customer signing a capacity agreement by year-end, translating to approximately $2 billion of capital expenditure per gigawatt, indicating proactive expansion in the large customer market.
- Renewable Energy Record: Energy Resources added 4 gigawatts of new long-term contracted renewables and storage projects in the quarter, setting a new record that underscores the company's strong growth potential and leadership position in the renewable energy sector.
See More
NextEra Energy Reports Strong Q1 Earnings Growth
- Significant Earnings Growth: NextEra Energy reported adjusted earnings of $1.09 per share and total revenue of $2.3 billion in Q1, reflecting a 10% year-over-year increase, showcasing the company's robust momentum in developing clean energy infrastructure and solidifying its leadership in the energy market.
- Strong Performance from FPL: Florida Power & Light (FPL) reported nearly $1.5 billion in net income, or $0.70 per share, up over 9% year-over-year, with nearly 100,000 new customers added, benefiting from Florida's rapid growth, which enhances the company's investment capabilities.
- Renewable Energy Project Expansion: NextEra Energy plans to build 4 GW of new gas-fired generation, 12 GW of solar, and over 7 GW of storage solutions over the next decade, demonstrating its ongoing investment and strategic positioning in the renewable energy sector.
- Long-Term Growth Expectations: The company anticipates annual earnings growth of over 8% through 2035, supporting a 6% annual dividend growth at least through 2028, indicating strong growth potential amid surging electricity demand across the U.S.
See More
NextEra Energy Reports 10% Earnings Growth in Q1
- Significant Earnings Growth: NextEra Energy reported adjusted earnings of $1.09 per share in Q1, reflecting a 10% year-over-year increase, indicating strong performance in the utility sector and sustained growth potential, with expectations for robust earnings growth over the next decade.
- Strong Customer Growth: Florida Power & Light (FPL) added nearly 100,000 new customers over the past year, reporting net income of nearly $1.5 billion, which enables the company to invest in 600 megawatts of solar capacity, further solidifying its market position.
- Clean Energy Infrastructure Expansion: NextEra Energy Resources reported adjusted net income exceeding $1 billion, up nearly 14% year-over-year, demonstrating the company's ongoing growth in supporting power demand from other utilities and large corporate customers.
- Long-Term Strategic Planning: FPL filed a 10-year site plan that includes building 4 GW of new gas-fired generation, 12 GW of solar, and 7 GW of storage solutions over the next decade, ensuring the company's competitiveness amid surging electricity demand.
See More
NextEra Energy Focuses on Operational Efficiency and Growth
- Significant Customer Growth: NextEra's Florida Power & Light added nearly 100,000 customers in Q1, reflecting strong market demand and further solidifying its position as a core growth engine for the company.
- Massive Investment Plan: NextEra plans to invest between $90 billion and $100 billion in Florida's infrastructure through 2032, aiming to support rapid population and economic growth through new generation capacity and transmission upgrades.
- Strong Financial Performance: NextEra reported Q1 revenue of $6.7 billion, a 3% year-on-year increase, and while revenue fell short of the $7.09 billion estimate, the adjusted EPS of $1.09 exceeded analysts' expectations of $1.03, indicating enhanced profitability.
- Renewable Energy Development: NextEra Energy Resources achieved a record quarter for renewable and storage development, adding 4 gigawatts to its backlog, bringing the total to approximately 33 gigawatts, showcasing the company's strong growth potential in sustainable energy.
See More
NextEra Energy Reports Strong Q1 Earnings, Stock Hits All-Time High
- Significant Earnings Growth: NextEra Energy (NEE) reported Q1 adjusted earnings of $2.18 billion, or $1.04 per share, a substantial increase from $833 million and $0.40 per share a year earlier, indicating a strong enhancement in profitability.
- Revenue Misses Expectations: The company's Q1 revenue reached $6.7 billion, up from $6.25 billion year-over-year, yet fell short of the $7.27 billion analyst consensus, reflecting varying market perceptions of its growth potential.
- Major Project Advancements: NextEra is finalizing agreements with Japan for two gas-fired power projects totaling nearly 10 GW, expected to be completed in the next three months, highlighting the company's strategic positioning in energy supply for data centers.
- Customer Growth and Investments: Florida Power & Light (FPL) reported Q1 net income of $1.46 billion, an 11.1% year-over-year increase, with nearly 100,000 new customers added, demonstrating ongoing investments and market expansion in renewable energy and power services.
See More
NextEra Energy Reports Earnings Miss Amidst Strategic Shifts
- Earnings Miss: NextEra Energy reported a non-GAAP EPS of $0.70, missing expectations by $0.33, indicating significant pressure on profitability that could undermine investor confidence.
- Revenue Shortfall: The company's revenue of $6.7 billion fell short by $390 million, reflecting intensified challenges in its traditional energy business under current market conditions, potentially leading to future cash flow uncertainties.
- Strategic Transition Challenges: Amidst the global energy transition, NextEra Energy faces dual pressures from the exposure of fossil fuel flaws and the advantages of renewables, necessitating a reassessment of its long-term strategy to adapt to market changes.
- Cautious Market Reaction: Due to the earnings miss, the market is adopting a cautious stance on NextEra Energy's future performance, which may lead to short-term stock price pressure, affecting its financing capabilities and investor trust.
See More
NextEra Energy Reports Strong Q1 2026 Earnings with Strategic Growth Plans
- Earnings Growth: NextEra Energy's adjusted earnings per share increased by 10% year-over-year in Q1 2026, reflecting strong performance in renewable energy and utility services, which is expected to further boost investor confidence.
- Capital Expenditure Plans: FPL plans to invest between $90 billion and $100 billion through 2032, covering approximately 4 gigawatts of new gas-fired generation, 12 gigawatts of solar, and 7 gigawatts of storage solutions, aimed at meeting rising electricity demand and enhancing market competitiveness.
- Large Load Customer Development: FPL currently has about 21 gigawatts of large load customer interest, with expectations of at least one customer signing a capacity agreement by year-end, translating to approximately $2 billion of capital expenditure per gigawatt, indicating proactive expansion in the large customer market.
- Renewable Energy Record: Energy Resources added 4 gigawatts of new long-term contracted renewables and storage projects in the quarter, setting a new record that underscores the company's strong growth potential and leadership position in the renewable energy sector.
See More
NextEra Energy Reports Strong Q1 Earnings Growth
- Significant Earnings Growth: NextEra Energy reported adjusted earnings of $1.09 per share and total revenue of $2.3 billion in Q1, reflecting a 10% year-over-year increase, showcasing the company's robust momentum in developing clean energy infrastructure and solidifying its leadership in the energy market.
- Strong Performance from FPL: Florida Power & Light (FPL) reported nearly $1.5 billion in net income, or $0.70 per share, up over 9% year-over-year, with nearly 100,000 new customers added, benefiting from Florida's rapid growth, which enhances the company's investment capabilities.
- Renewable Energy Project Expansion: NextEra Energy plans to build 4 GW of new gas-fired generation, 12 GW of solar, and over 7 GW of storage solutions over the next decade, demonstrating its ongoing investment and strategic positioning in the renewable energy sector.
- Long-Term Growth Expectations: The company anticipates annual earnings growth of over 8% through 2035, supporting a 6% annual dividend growth at least through 2028, indicating strong growth potential amid surging electricity demand across the U.S.
See More
NextEra Energy Reports 10% Earnings Growth in Q1
- Significant Earnings Growth: NextEra Energy reported adjusted earnings of $1.09 per share in Q1, reflecting a 10% year-over-year increase, indicating strong performance in the utility sector and sustained growth potential, with expectations for robust earnings growth over the next decade.
- Strong Customer Growth: Florida Power & Light (FPL) added nearly 100,000 new customers over the past year, reporting net income of nearly $1.5 billion, which enables the company to invest in 600 megawatts of solar capacity, further solidifying its market position.
- Clean Energy Infrastructure Expansion: NextEra Energy Resources reported adjusted net income exceeding $1 billion, up nearly 14% year-over-year, demonstrating the company's ongoing growth in supporting power demand from other utilities and large corporate customers.
- Long-Term Strategic Planning: FPL filed a 10-year site plan that includes building 4 GW of new gas-fired generation, 12 GW of solar, and 7 GW of storage solutions over the next decade, ensuring the company's competitiveness amid surging electricity demand.
See More
NextEra Energy Focuses on Operational Efficiency and Growth
- Significant Customer Growth: NextEra's Florida Power & Light added nearly 100,000 customers in Q1, reflecting strong market demand and further solidifying its position as a core growth engine for the company.
- Massive Investment Plan: NextEra plans to invest between $90 billion and $100 billion in Florida's infrastructure through 2032, aiming to support rapid population and economic growth through new generation capacity and transmission upgrades.
- Strong Financial Performance: NextEra reported Q1 revenue of $6.7 billion, a 3% year-on-year increase, and while revenue fell short of the $7.09 billion estimate, the adjusted EPS of $1.09 exceeded analysts' expectations of $1.03, indicating enhanced profitability.
- Renewable Energy Development: NextEra Energy Resources achieved a record quarter for renewable and storage development, adding 4 gigawatts to its backlog, bringing the total to approximately 33 gigawatts, showcasing the company's strong growth potential in sustainable energy.
See More
NextEra Energy Reports Strong Q1 Earnings, Stock Hits All-Time High
- Significant Earnings Growth: NextEra Energy (NEE) reported Q1 adjusted earnings of $2.18 billion, or $1.04 per share, a substantial increase from $833 million and $0.40 per share a year earlier, indicating a strong enhancement in profitability.
- Revenue Misses Expectations: The company's Q1 revenue reached $6.7 billion, up from $6.25 billion year-over-year, yet fell short of the $7.27 billion analyst consensus, reflecting varying market perceptions of its growth potential.
- Major Project Advancements: NextEra is finalizing agreements with Japan for two gas-fired power projects totaling nearly 10 GW, expected to be completed in the next three months, highlighting the company's strategic positioning in energy supply for data centers.
- Customer Growth and Investments: Florida Power & Light (FPL) reported Q1 net income of $1.46 billion, an 11.1% year-over-year increase, with nearly 100,000 new customers added, demonstrating ongoing investments and market expansion in renewable energy and power services.
See More
NextEra Energy Reports Earnings Miss Amidst Strategic Shifts
- Earnings Miss: NextEra Energy reported a non-GAAP EPS of $0.70, missing expectations by $0.33, indicating significant pressure on profitability that could undermine investor confidence.
- Revenue Shortfall: The company's revenue of $6.7 billion fell short by $390 million, reflecting intensified challenges in its traditional energy business under current market conditions, potentially leading to future cash flow uncertainties.
- Strategic Transition Challenges: Amidst the global energy transition, NextEra Energy faces dual pressures from the exposure of fossil fuel flaws and the advantages of renewables, necessitating a reassessment of its long-term strategy to adapt to market changes.
- Cautious Market Reaction: Due to the earnings miss, the market is adopting a cautious stance on NextEra Energy's future performance, which may lead to short-term stock price pressure, affecting its financing capabilities and investor trust.
See More
