The earnings call reflects a positive overall sentiment with strong financial performance, robust project backlog, and significant customer demand contributing to growth. However, challenges remain with regulatory uncertainties and weaker wind resources impacting certain segments.

Company Guidance

During the second quarter of 2025, NextEra Energy provided a robust outlook, highlighting a 9.4% year-over-year increase in adjusted earnings per share. The company emphasized its strategic initiatives to meet the rising U.S. electricity demand, particularly driven by sectors such as artificial intelligence and manufacturing. Key metrics included Florida Power & Light's (FPL) capital expenditures of approximately $2 billion for the quarter and a projected full-year investment between $8 billion and $8.8 billion. FPL reported a 1.7% increase in retail sales, driven by customer growth, and an anticipated regulatory capital employed growth of nearly 8% year-over-year. The company also highlighted the addition of 3.2 gigawatts of new projects, bringing its backlog to nearly 30 gigawatts, with significant contributions from renewables and storage. Looking forward, NextEra remains confident in maintaining strong financial performance, aiming to deliver results at or near the top end of its adjusted earnings per share expectation ranges through 2027, with projected dividend growth of around 10% annually through at least 2026.

Strong Earnings Performance

NextEra Energy delivered a strong second quarter with adjusted earnings per share increasing by 9.4% year-over-year. Through the first six months of the year, adjusted earnings per share increased by 9.1% year-over-year.

Significant Project Backlog

Energy Resources added 3.2 gigawatts of new projects since the last earnings call, bringing the total backlog to nearly 30 gigawatts. This marks the sixth time in the past eight quarters that Energy Resources has added more than 3 gigawatts to its backlog.

Robust Customer Demand

FPL's second-quarter retail sales increased by 1.7% from the previous year, driven by strong customer growth. The company is seeing demand growth from all sectors, including residential, commercial, and industrial.

Favorable Regulatory Environment

Florida's regulatory environment remains constructive, with the Florida Supreme Court affirming the approval of FPL's 2021 settlement agreement.

Expansion in Data Center Sector

The backlog includes approximately 6 gigawatts of projects intended to serve technology and data center customers, with over 10.5 gigawatts expected to serve this sector across the United States.

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
Oct 22, 2025	2025 (Q3)	0.98 / -	1.03	―	―	―
Jul 23, 2025	2025 (Q2)	1.01 / 1.05	0.96	9.38% (+0.09)
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)

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
Jul 23, 2025	$77.54	$72.82	-6.09%
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%

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.