Question · Q3 2025
Carly Devenport asked about the impact of demand pull-forward related to tax credits on backlog additions, specifically if it's primarily a 2028-plus opportunity or if it could also affect 2026 and 2027. She also inquired about the cadence and variability of the $0.16 average EPS accretion from Duane Arnold over its first 10 years.
Answer
John Ketchum, Chairman, President, and CEO of NextEra Energy Inc., explained that the demand pull-forward escalates closer to 2030, with 2026 and 2027 backlog filling progressing well. He emphasized strong positioning for 2028, 2029, and 2030 due to FEOC compliance and safe harbor. Regarding Duane Arnold's EPS accretion, Mr. Ketchum clarified that there is no significant year-to-year variability, with minor fluctuations primarily due to refueling outages.