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NextEra Energy Inc. (DE:FP3)
FRANKFURT:FP3
Germany Market

NextEra Energy (FP3) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 28, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.81
Last Year’s EPS
0.83
Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Jan 27, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive outlook driven by strong 2025 results (adjusted EPS up >8%), record origination and backlog growth (13.5 GW added in 2025, ~30 GW backlog), robust FPL regulatory outcomes and large‑load pipeline (>20 GW interest with ~9 GW in advanced discussions), material investments in storage and transmission, and strategic partnerships (Google Cloud, Symmetry acquisition). Offsetting these positives are notable headwinds from higher financing costs (reducing EPS and increasing development costs), some operational impacts from wind resource and asset divestitures, and timing/regulatory uncertainty in PJM and around large‑load approvals which could delay conversions. Overall, the highlights meaningfully outweigh the lowlights and the company frames the negatives as manageable near‑term risks rather than structural problems.
Company Guidance
The company provided detailed financial and operational guidance and targets: a 2025 adjusted EPS base of $3.71 (up >8% vs. 2024) with a target CAGR of 8%+ through 2032 (and the same 2032–2035) off that base, 2026 adjusted EPS guidance of $3.92–$4.02 (targeting the high end), and dividend growth of ~10% per year through 2026 (off a 2024 base) and ~6% per year from year-end 2026–2028. FPL guidance includes $90–$100 billion of expected investment through 2032, a regulated ROE midpoint of 10.95% (range 9.95%–11.95%), an equity ratio of 59%, reported ROE ~11.7% for the 12 months ended Dec 31, 2025, Q4 capex ~$2.1 billion and full-year capex ~$8.9 billion, regulatory capital employed growth ~8.1%, weather-normalized retail sales +1.7% in 2025, over 90,000 customer additions year-over-year (comparable quarter), typical residential bills >30% below the national average and expected to rise ~2% annually 2025–2029, non-fuel O&M >71% lower than the industry average, and rate-stabilization/reserve balances (Q4 reserve amortization ~$170 million; remaining pretax ~$300 million; aggregate after-tax balance available ~ $1.5 billion). Energy Resources and corporate targets include a 2025 origination of ~13.5 GW (record quarter 3.6 GW), ~35 GW originated over three years, a backlog of ~30 GW, 7.2 GW placed into commercial operations since last year (8.7 GW combined FPL+ER in 2025), battery storage now ~1/3 of the 30 GW backlog with ~5 GW originated in the past 12 months and >2 GW of storage placed in 2025 (≈+220% vs. 2024), a 95 GW pipeline of standalone/co‑located storage (with potential to double), a gas-fired pipeline >20 GW and 4 GW of secured GE Vernova turbine slots, nuclear recontracting opportunity up to ~6 GW through 2032 (Point Beach 14% deal = $0.03 annual EPS; full plant extrapolation ~$0.21), NextEra Energy Transmission with ~$8 billion regulated/secured capital and ~$5 billion secured since 2023 (transmission + gas transmission expected to reach ~$20 billion of regulated/invested capital by 2032 at a ~20% CAGR), Energy Resources full‑year adjusted earnings growth ~13% with new investments contributing +$0.47/share (existing assets -$0.04, customer supply +$0.04, other impacts -$0.30 including ~$0.17 financing), and corporate operating cash flow CAGRs of >14% (3‑year) and >9% (5‑year); management reiterated their visibility and execution focus while noting these expectations assume the usual caveats and regulatory certainty.
Strong full-year financial performance and clear growth targets
Adjusted earnings per share of $3.71 for full-year 2025, up over 8% versus 2024; 2026 adjusted EPS guidance unchanged at $3.92–$4.02 with management targeting the high end; company targets 8%+ CAGR in adjusted EPS through 2032 (and the same 2032–2035) off the 2025 base.
FPL regulatory win and customer affordability
Florida Power & Light secured a new four‑year rate agreement through the remainder of the decade with an allowed midpoint ROE of 10.95% (range 9.95%–11.95%), equity ratio at 59%, and a rate stabilization mechanism; FPL expects typical residential bills to rise ~2% annually 2025–2029 (below ~3% inflation) and reports typical retail bills more than 30% lower than the national average.
FPL investment, customer growth and operational efficiency
FPL full-year capital investments of roughly $8.9 billion (Q4 CapEx ~$2.1 billion); regulatory capital employed growth ~8.1%; added over 90,000 customers in 2025; weather‑normalized retail sales up 1.7% year-over-year; non‑fuel O&M claimed to be more than 71% lower than industry average indicating strong cost discipline.
Record origination and backlog growth at Energy Resources
Energy Resources added ~13.5 GW to its backlog in 2025 (record quarter origination of ~3.6 GW); originated ~35 GW over the past three years; backlog stands at ~30 GW after ~3.6 GW were placed into service since the prior call.
Strong project build and storage growth
Energy Resources placed ~7.2 GW of projects into commercial operations since last year and, together with FPL, placed ~8.7 GW of new generation and storage into service in 2025; battery storage build in 2025 exceeded 2024 by roughly 220% with over 2 GW placed into service; battery storage represents nearly one‑third of the 30 GW backlog and a 95 GW pipeline of standalone and co‑located storage was disclosed.
Transmission and gas infrastructure momentum
NextEra Energy Transmission has ~$8 billion total regulated and secured capital, has secured roughly $5 billion in new projects since 2023, and received PJM recommendation for a ~$1.7 billion high‑voltage line; Energy Resources expects combined electric and gas transmission to grow to $20 billion of regulated and invested capital by 2032 (≈20% CAGR off 2025 base).
Strategic supply chain and market positions
Secured solar panel supply to meet development expectations through 2029 and secured a domestic battery supply through 2029; gas turbine slots with GE Vernova secured to support 4 GW of gas‑fired projects; closed acquisition of Symmetry Energy Solutions (operates in 34 states) expanding natural gas supply and trading capabilities.
Partnerships and innovation initiatives
Launched a strategic technology partnership with Google Cloud to accelerate an enterprise AI transformation (Rewire) and develop AI‑first products; management expects first products (AI‑enhanced field operations / grid resilience) to be launched in early February.

NextEra Energy (DE:FP3) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:FP3 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 28, 2026
2026 (Q1)
0.81 / -
0.834
Jan 27, 2026
2025 (Q4)
0.44 / 0.45
0.4461.89% (<+0.01)
Oct 28, 2025
2025 (Q3)
0.86 / 0.95
0.8679.71% (+0.08)
Jul 23, 2025
2025 (Q2)
0.85 / 0.88
0.8099.38% (+0.08)
Apr 23, 2025
2025 (Q1)
0.82 / 0.83
0.7668.79% (+0.07)
Jan 24, 2025
2024 (Q4)
0.44 / 0.45
0.4381.92% (<+0.01)
Oct 23, 2024
2024 (Q3)
0.83 / 0.87
0.7929.57% (+0.08)
Jul 24, 2024
2024 (Q2)
0.80 / 0.81
0.7419.09% (+0.07)
Apr 23, 2024
2024 (Q1)
0.68 / 0.77
0.7078.33% (+0.06)
Jan 25, 2024
2023 (Q4)
0.41 / 0.44
0.431.96% (<+0.01)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:FP3 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 27, 2026
€71.90€72.96+1.47%
Oct 28, 2025
€75.38€71.37-5.32%
Jul 23, 2025
€65.06€61.35-5.70%
Apr 23, 2025
€56.69€58.67+3.49%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does NextEra Energy Inc. (DE:FP3) report earnings?
NextEra Energy Inc. (DE:FP3) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
    What is NextEra Energy Inc. (DE:FP3) earnings time?
    NextEra Energy Inc. (DE:FP3) earnings time is at Apr 28, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of NextEra Energy Inc. stock?
          The P/E ratio of NextEra Energy is N/A.
            What is DE:FP3 EPS forecast?
            DE:FP3 EPS forecast for the fiscal quarter 2026 (Q1) is 0.81.

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