NEE
NextEra Energy, Inc.81.32
-0.33-0.4%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Dismisses hyperscaler risks, FPL deals eyed
Q&A reinforces prepared remarks without contradictions, dismissing Google's Intersect acquisition as no competitive threat due to NextEra's unmatched scale, national footprint, and secured supply chain through 2029. Management expects FPL large load announcements in 2026, pending constructive Florida legislation on water and permitting for 9GW in advanced talks. Nuclear recontracting at Point Beach sees strong data center interest; SMRs eyed as plan upside with risk-sharing. Analysts flagged data center opposition and PJM uncertainty—met with BYOG confidence and high conviction on $1.7B transmission project. Google's Intersect buy? Zero impact. Watch large load conversions and regulatory nods.
Key Stats
Market Cap
169.36BP/E (TTM)
25.82Basic EPS (TTM)
3.15Dividend Yield
0.03%Recent Filings
8-K
NEECH sells $600M debentures
8-K
NEE sells $2.3B equity units
NextEra Energy sold $2.3 billion of equity units on March 3, 2026, fully exercising underwriters' overallotment. Holders must buy NEE common stock for cash by February 15, 2029, at $91.99-$115.00 per share, with 7.375% annual distributions from debentures due 2031 and 2034. NEE nets cash upon settlement. Smooth funding locked in.
8-K
€1.75B debentures sold
NextEra Energy Capital Holdings sold €1.0 billion Series X and €750 million Series Y Junior Subordinated Debentures due 2056 on February 26, 2026. Series X pays 4.20% to 2032, then resets; Series Y pays 4.75% to 2036, then resets. NEE guarantees them subordinately. Optional redemptions start 2031 and 2035.
10-K
FY2025 results
NextEra Energy delivered FY2025 net income of $6.8B, down slightly from $6.9B in 2024, as FPL's $5.0B earnings—up 10% on $5.5B rate base growth and 11.7% earned ROE—offset NEER's $3.0B gain and Corporate's $1.2B drop from hedge volatility. Q4 momentum shone in NEER's 1,604MW wind, 2,859MW solar and 1,799MW battery additions, bolstering a 14-year average contract backlog amid clean energy tax credit tailwinds. FPL wrapped storm surcharges for 2024 hurricanes while prepping $945M base rate hikes in 2026. Liquidity swelled to $18.7B; buybacks ticked modestly. Regulators could yet disallow storm costs.
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