The earnings call reflects a generally strong performance by NextEra Energy, with significant growth in renewable energy projects and effective management of tariff risks. However, there are challenges related to the rising costs of gas-fired plants and some potential slowdown in near-term development expectations.

Company Guidance -

Q1 2025

During the NextEra Energy, Inc. First Quarter 2025 Earnings Conference Call, the company provided detailed guidance and metrics highlighting its robust performance and future plans. Adjusted earnings per share increased by nearly 9% year-over-year, driven by strong financial and operational results across Florida Power & Light (FPL) and Energy Resources. FPL placed 894 megawatts of new solar into service, while Energy Resources originated approximately 3.2 gigawatts of new renewables and storage projects. The company expects over 450 gigawatts of new generation demand in the U.S. by 2030 and plans to invest nearly $50 billion from 2025 to 2029 to add more than 25 gigawatts of new generation and battery storage by 2034. FPL's capital expenditures for the quarter were approximately $2.4 billion, with full-year investments expected to be between $8 billion and $8.8 billion. The company also reported a regulatory capital employed growth of approximately 8.1% year-over-year and a reported return on equity for regulatory purposes of approximately 11.6% for FPL. Additionally, NextEra Energy has nearly $37 billion of interest rate hedges in place to manage interest rate exposure, and the company continues to explore various energy solutions, including gas and nuclear, while emphasizing the importance of renewables and battery storage as critical components of its strategy.

Strong Financial Performance

Adjusted earnings per share increased by nearly 9% year-over-year, and FPL's earnings per share increased by $0.07 year-over-year, driven by regulatory capital employed growth of approximately 8.1%.

Significant Renewable Energy Expansion

FPL placed into service 894 megawatts of new solar, and Energy Resources originated approximately 3.2 gigawatts of new renewables and storage projects, marking strong demand and expansion in renewable energy.

Record Solar and Battery Storage Origination

Energy Resources had its largest solar origination quarter and largest solar and battery storage origination quarter ever, demonstrating strong demand for low-cost renewables and storage.

Robust Capital Investment Plans

FPL plans to invest nearly $50 billion from 2025 to 2029, adding more than 25 gigawatts of new battery storage by 2034, indicating a commitment to long-term growth and infrastructure development.

Effective Tariff Mitigation Strategy

NextEra has managed tariff exposure to less than $150 million on over $75 billion in expected capital spend, with strategies to potentially reduce this to zero.

NextEra Energy (NEE) Earnings, Revenues Date & History

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NEE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2025	2025 (Q2)	0.98 / -	0.96	―	―	―
Apr 23, 2025	2025 (Q1)	0.97 / 0.99	0.91	8.79% (+0.08)
Jan 24, 2025	2024 (Q4)	0.53 / 0.53	0.52	1.92% (+0.01)
Oct 23, 2024	2024 (Q3)	0.98 / 1.03	0.94	9.57% (+0.09)
Jul 24, 2024	2024 (Q2)	0.95 / 0.96	0.88	9.09% (+0.08)
Apr 23, 2024	2024 (Q1)	0.81 / 0.91	0.84	8.33% (+0.07)
Jan 25, 2024	2023 (Q4)	0.49 / 0.52	0.51	1.96% (+0.01)
Oct 24, 2023	2023 (Q3)	0.88 / 0.94	0.85	10.59% (+0.09)
Jul 25, 2023	2023 (Q2)	0.81 / 0.88	0.81	8.64% (+0.07)
Apr 25, 2023	2023 (Q1)	0.76 / 0.84	0.74	13.51% (+0.10)

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

NEE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 23, 2025	$66.10	$66.73	+0.95%
Jan 24, 2025	$68.11	$71.66	+5.21%
Oct 23, 2024	$81.80	$83.03	+1.50%
Jul 24, 2024	$70.02	$73.23	+4.58%

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.