Earnings GuidanceManagement reaffirmed its 2025-2027 EPS guidance ranges, noting its expectation for NEER Clean Energy EBITDA in the upper half of its 2025 range.
Renewable Energy GrowthNEE's renewable business offers plenty of growth ahead, with renewable capacity expected to double by 2025 and NEE expected to invest US$20bn in green hydrogen energy.
Tariff ExposureA better-than-expected estimate of tariff exposure was highlighted due to the company's diversified and domesticated supply chain for solar, wind, and battery storage.