Earnings summaries and quarterly performance for NEXTERA ENERGY.
Executive leadership at NEXTERA ENERGY.
John W. Ketchum
Detailed
Chairman, President and Chief Executive Officer
CEO
AP
Armando Pimentel, Jr.
Detailed
President and Chief Executive Officer, Florida Power & Light Company
BW
Brian W. Bolster
Detailed
President and Chief Executive Officer, NextEra Energy Resources, LLC
CE
Charles E. Sieving
Detailed
Executive Vice President, Chief Legal, Environmental and Federal Regulatory Affairs Officer
MH
Michael H. Dunne
Detailed
Executive Vice President, Finance and Chief Financial Officer
TK
Terrell Kirk Crews II
Detailed
Executive Vice President, Chief Risk Officer
Board of directors at NEXTERA ENERGY.
AB
Amy B. Lane
Detailed
Lead Independent Director
DL
Darryl L. Wilson
Detailed
Director
DL
David L. Porges
Detailed
Director
DS
Dev Stahlkopf
Detailed
Director
GS
Geoffrey S. Martha
Detailed
Director
JL
James L. Camaren
Detailed
Director
JA
John A. Stall
Detailed
Director
KS
Kirk S. Hachigian
Detailed
Director
MG
Maria G. Henry
Detailed
Director
NK
Naren K. Gursahaney
Detailed
Director
NS
Nicole S. Arnaboldi
Detailed
Director
Research analysts who have asked questions during NEXTERA ENERGY earnings calls.
Julien Dumoulin-Smith
Jefferies
6 questions for NEE
Also covers: AEE, AEP, AES +54 more
Nicholas Campanella
Barclays
6 questions for NEE
Also covers: AEE, AEP, AES +32 more
Carly Davenport
Goldman Sachs
5 questions for NEE
Also covers: AEE, AEP, D +14 more
JT
Jeremy Tonet
JPMorgan Chase & Co.
5 questions for NEE
Also covers: AEE, AEP, AM +45 more
DA
David Arcaro
Morgan Stanley
3 questions for NEE
Also covers: AEP, AES, ATO +32 more
Steve Fleishman
Wolfe Research, LLC
3 questions for NEE
Also covers: AEP, CEG, CNP +11 more
Steven Fleishman
Wolfe Research
3 questions for NEE
Also covers: AEP, CEG, CNP +18 more
Bill Appicelli
UBS
2 questions for NEE
Also covers: CNP, ETR, NI +4 more
NA
Nick Amicucci
Evercore ISI
2 questions for NEE
Also covers: BE, FRMI, NI +1 more
SP
Shahriar Pourreza
Guggenheim Partners
2 questions for NEE
Also covers: AEE, AEP, AVA +29 more
AW
Andrew Weisel
Scotiabank
1 question for NEE
Also covers: AEP, BKH, CEG +13 more
AC
Anthony Crowdell
Mizuho Financial Group
1 question for NEE
Also covers: AEE, AEP, AES +30 more
CS
Charles Sieving
Wells Fargo
1 question for NEE
RL
Ryan Levine
Citigroup
1 question for NEE
Also covers: AEP, AES, ATO +17 more
William Appicelli
UBS
1 question for NEE
Also covers: AEE, AEP, DTE +9 more
Recent press releases and 8-K filings for NEE.
NextEra Energy launches $4 billion at-the-market equity program
NEE
- On December 31, 2025, NextEra Energy entered into an Equity Distribution Agreement with BNY Mellon Capital Markets, BofA Securities and five other agents to sell common stock with an aggregate gross sales price of up to $4 billion.
- The program permits NextEra to offer and sell shares from time to time, either through an agent or to an agent as principal, pursuant to its existing Form S-3 registration (Nos. 333-278184, 333-278184-01 and 333-278184-02).
- This agreement formalizes the at-the-market issuance program announced at NextEra’s December 2025 investor conference.
- Legal opinions from Squire Patton Boggs (US) LLP and internal counsel confirmed that shares issued under the agreement will be validly issued, fully paid and non-assessable.
Dec 31, 2025, 9:16 PM
New Era Energy & Digital acquires full stake in Texas Critical Data Centers
NEE
M&A
Debt Issuance
New Projects/Investments
- New Era Energy & Digital agreed to acquire SharonAI’s 50% stake in Texas Critical Data Centers for $70 million, comprising $10 million in cash, $10 million equity issuance, and a $50 million senior secured note due June 2026
- Deal grants 100% ownership of the planned hyperscale AI/HPC campus near Odessa, TX, and expands the site to 438 acres after purchasing an additional 203 acres
- The $50 million promissory note is 80% non-convertible, with conversion rights on 20% of the note; the $10 million cash portion will be financed through non-equity sources to limit dilution
- TCDC has non-binding agreements with Thunderhead Energy Solutions and Mawgan Capital to deploy approximately 250 MW of behind-the-meter gas-fired generation
- SharonAI must reimburse $2.5 million for its share of land funding by January 9, 2026; Vinson & Elkins LLP’s Katherine Terrell Frank acted as legal advisor
Dec 23, 2025, 1:08 PM
New Era Energy & Digital secures full ownership of Texas Critical Data Centers and expands TCDC campus
NEE
M&A
New Projects/Investments
Debt Issuance
- New Era entered into a binding agreement to acquire Sharon AI’s 50% stake in Texas Critical Data Centers for $70 million, resulting in 100% ownership of the 1+ gigawatt hyperscale development.
- The transaction is structured as $10 million cash, $10 million deferred equity payable March 31, 2026, and a $50 million senior secured promissory note maturing June 30, 2026.
- New Era closed on an additional 203 contiguous acres, expanding the TCDC campus to 438 acres to support a multi-phase AI and HPC project.
- Management expects full ownership to streamline decision-making and accelerate execution under a “pick-and-shovel” development strategy.
Dec 23, 2025, 1:00 PM
New Era Energy & Digital reports major TCDC campus development milestones
NEE
New Projects/Investments
- New Era has completed early-stage engineering and site-preparation work at its 438-acre TCDC AI data center campus, including soil sampling, site clearing, earthwork initiation, drone documentation and interconnection studies to support scalability beyond 1 GW.
- The company has engaged legal counsel to establish an Industrial District with the City of Odessa, securing municipal water and wastewater services to de-risk utility availability for large-scale operations.
- Commercial progress includes negotiations with a leading hyperscaler on a long-term NNN lease for a powered-shell deployment and ongoing discussions with additional tenants, alongside partnerships with modular data-center manufacturers to control costs and accelerate delivery.
- New Era expects to reach Final Investment Decision by Q1 2026, enabling Phase I delivery and the onset of initial revenue generation.
- Phase I is slated to be energized from Q1–Q4 2027, with revenue beginning at construction commencement and ARR guidance to follow once tenant sizing and commercial structures are finalized.
Dec 11, 2025, 12:30 PM
NextEra Energy and Exelon to build high-voltage transmission project in Pennsylvania and West Virginia
NEE
New Projects/Investments
- PJM Interconnection recommended NextEra Energy Transmission and Exelon to develop a 220-mile 765 kV transmission line to improve grid reliability and affordability across Pennsylvania and parts of West Virginia.
- The proposed bi-directional superhighway would facilitate approximately 7 GW of power, transferring 2–3× more than 500 kV lines and cutting transmission losses by 50%.
- The project aligns with Pennsylvania’s $92 billion new generation investment and West Virginia’s 50 GW by 2050 strategy, supporting significant economic growth and job creation.
- The PJM Board’s final approval vote is scheduled for early 2026, with both companies pledging close collaboration with local stakeholders.
Dec 8, 2025, 9:05 PM
NextEra Energy raises 2025-26 EPS guidance
NEE
Guidance Update
M&A
Dividends
- NextEra Energy lifted its 2025 adjusted EPS forecast to $3.62–$3.70 (from $3.45–$3.70) and its 2026 guidance to $3.92–$4.02 (vs. $3.63–$4.00) to reflect surging AI data center power demand.
- Growth is underpinned by long-term contracts with Google Cloud and Meta, including nuclear power from Duane Arnold and Point Beach, plus 11 PPAs and two storage deals totaling 2.5 GW due 2026–2028.
- The company agreed to acquire Symmetry Energy Solutions for about $800 million to bolster its natural gas capacity for AI power needs.
- Projects a minimum 8% EPS CAGR through 2035 and plans annual dividend growth of ~10% through 2026 and ~6% in 2027–2028.
Dec 8, 2025, 1:40 PM
NextEra Energy outlines 10-year growth plan at Investor Day 2025
NEE
Guidance Update
New Projects/Investments
- NextEra expects to grow adjusted EPS at an 8%+ CAGR through 2032 and is targeting the same rate through 2035, all off a 2025 base.
- The company narrowed 2025 EPS guidance to $3.62–$3.70 and raised 2026 guidance to $3.92–$4.02, targeting the high end of both ranges.
- It set a goal to place and service 15 GW of new generation for data center hubs by 2035, has identified 20 potential hubs, and aims to double to 40 by end-2026.
- NextEra plans to grow regulated capital employed at a 10% CAGR through 2032, supported by a 30 GW backlog representing $45 billion in visible investments.
- The company is expanding its gas footprint via acquisition of Symmetry Energy Solutions and an option on MVP, and forging data-center and CCS partnerships with Google, Comstock, Basin, and ExxonMobil.
Dec 8, 2025, 1:30 PM
NextEra Energy outlines 10-year EPS growth and data center hub plans at Investor Day 2025
NEE
Guidance Update
New Projects/Investments
- NextEra Energy expects 8%+ adjusted EPS CAGR through 2032 and 2035, based on a 2025 EPS base.
- Set a goal to place and service 15 GW of new generation for data center hubs by 2035, with potential to double to 30 GW.
- Gas generation pipeline exceeds 20 GW; secured 4 GW of GE Vernova turbine slots, targeting 4–8 GW of new gas build through 2032.
- Tightened 2025 EPS guidance to $3.62–$3.70 and raised 2026 guidance to $3.92–$4.02, aiming for the high end of both ranges.
- Regulated capital employed is projected to grow at a 10% CAGR across regulated businesses, maintaining a 70% regulated business mix.
Dec 8, 2025, 1:30 PM
NextEra Energy unveils 10-year outlook and data center hub strategy
NEE
Guidance Update
New Projects/Investments
- 10-year financial outlook: expects adjusted EPS growth of 8%+ through 2032 and again through 2035 off a 2025 base; tightening 2025 EPS to $3.62–$3.70 and raising 2026 to $3.92–$4.02
- 15 GW data center hub goal by 2035 with 20 potential sites identified and plans to double to 40 by end-2026, feeding into new gas build targets
- Expansion pipeline: gas generation pipeline exceeding 20 GW and transmission rate base of $8 billion poised to grow to $20 billion by 2030 and mid-$30 billion by 2035
- Strategic partnerships: launching “Rewire” AI transformation with Google Cloud; JDA with Google for three data center hubs; collaborations with Meta, Comstock, Basin and ExxonMobil (including CCS)
Dec 8, 2025, 1:30 PM
NextEra Energy Resources and Basin Electric to develop River Run Energy Center
NEE
New Projects/Investments
- NextEra Energy Resources and Basin Electric Power Cooperative signed an MOU to jointly develop the River Run Energy Center, a 1,450 MW combined-cycle natural gas facility in North Dakota.
- The plant will underpin a multi-gigawatt data center campus, supporting large-scale technology infrastructure demand.
- In October, they applied to the Southwest Power Pool Expedited Resource Adequacy Study for interconnection and transmission requirements.
- The project is expected to create significant job opportunities and generate substantial tax revenue, while minimizing regional electricity rate impacts.
Dec 8, 2025, 12:30 PM
Quarterly earnings call transcripts for NEXTERA ENERGY.
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