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
8 questions for NEE
Also covers: AEE, AEP, AES +55 more
Nicholas Campanella
Barclays
8 questions for NEE
Also covers: AEE, AEP, AES +32 more
Carly Davenport
Goldman Sachs
7 questions for NEE
Also covers: AEE, AEP, D +14 more
JT
Jeremy Tonet
JPMorgan Chase & Co.
7 questions for NEE
Also covers: AEE, AEP, AM +45 more
Steve Fleishman
Wolfe Research, LLC
5 questions for NEE
Also covers: AEP, CEG, CNP +11 more
SP
Shahriar Pourreza
Guggenheim Partners
4 questions for NEE
Also covers: AEE, AEP, AVA +29 more
DA
David Arcaro
Morgan Stanley
3 questions for NEE
Also covers: AEP, AES, ATO +32 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
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, CMS +10 more
Recent press releases and 8-K filings for NEE.
NextEra Energy issues $1.3 B of Debentures
NEE
Debt Issuance
- On February 5, 2026, NextEra Energy Capital Holdings, Inc. sold $700 million of 4.40% Debentures due March 1, 2031 and $600 million of 5.85% Debentures due March 1, 2056.
- The Debentures are unconditionally guaranteed by NextEra Energy, Inc. and were registered under SEC Registration Statement Nos. 333-278184, 333-278184-01 and 333-278184-02.
- The Form 8-K filing attaches legal opinions from Squire Patton Boggs (US) LLP and Morgan, Lewis & Bockius LLP affirming the validity and binding nature of the Debentures and Guarantee as exhibits 5(a) and 5(b).
1 day ago
New Era Energy & Digital appoints Charlie Nelson as President and COO
NEE
Management Change
Executive Compensation
- Charlie Nelson was appointed President and COO of New Era, effective January 28, 2026, after serving on the board since December 2024 and as executive director since July 2025, bringing extensive digital infrastructure and power asset experience.
- The Board granted 1,221,345 time-vesting RSUs and 3,664,036 performance-vesting PSUs to Nelson as inducement awards, aligning compensation with shareholder interests.
- The RSUs vest monthly over four years based on continued employment; the PSUs also vest over four years but require meeting performance criteria through December 31, 2030.
- PSU milestones include: (1) securing a hyperscaler agreement for 200 MW, (2) financial close on a 200 MW data center campus, and (3) commencing operations of a fully leased 200 MW campus with $100 million annual revenue and a $15 average stock price over 90 days.
5 days ago
NextEra Energy plans multigigawatt nuclear boost for data centers
NEE
New Projects/Investments
- NextEra is accelerating plans to add up to 6 GW of nuclear capacity at existing sites and is evaluating greenfield and advanced reactor projects to serve hyperscale data centers.
- The company has ~20 GW of data-center customer interest (with ~9 GW in advanced discussions) and aims for 15 GW of new generation by 2035 through its “15 by 35” origination channel, developing about 20 hubs (targeting 40).
- It is recommissioning the Duane Arnold plant—a 621.9 MWe boiling-water reactor—with a targeted restart by 2029, backed by a host community agreement and unanimous rezoning approval in Linn County.
- In 2025, NextEra added 8.7 GW of new generation (including a Q4 record 3.6 GW), reported a 30 GW backlog (one-third BESS), and placed 2 GW of battery storage into service (a 220% YoY increase).
Jan 27, 2026, 5:32 PM
NextEra Energy reports Q4 and full year 2025 results
NEE
Earnings
Guidance Update
New Projects/Investments
- NextEra delivered full-year adjusted EPS of $3.71, up over 8% from 2024, and maintains 2026 guidance of $3.92–$4.02 per share.
- FPL secured a 4-year rate agreement through 2029, plans $90–$100 billion of investments through 2032, and holds an allowed midpoint ROE of 10.95%, while targeting bills ~2% annual increases—below inflation.
- In Q4 2025, FPL invested $2.1 billion in capex ( $8.9 billion full year), delivered a regulatory ROE of 11.7%, saw 1.7% weather-normalized retail sales growth, and added ~90,000 customers.
- Energy Resources added ~13.5 GW to its backlog in 2025 (including a 3.6 GW record quarter), bringing total backlog to ~30 GW, and placed 7.2 GW of generation and storage into service.
Jan 27, 2026, 2:00 PM
NextEra Energy reports Q4 2025 earnings and strategic updates
NEE
Earnings
Guidance Update
New Projects/Investments
- NextEra Energy delivered full-year adjusted EPS of $3.71, up 8% year-over-year, and reiterated targets of 8%+ EPS CAGR through 2032 and 2035.
- FPL secured a new 4-year rate agreement, enabling $90 billion–$100 billion of capex through 2032, with an allowed ROE midpoint of 10.95% and typical residential bills projected to rise ~2% annually versus national inflation of ~3%.
- Energy Resources originated a record 13.5 GW of new renewable and storage projects in 2025 (including 3.6 GW in Q4), placed 7.2 GW into service, and grew its backlog to approximately 30 GW (35 GW added over the last three years).
- Established a landmark AI partnership with Google Cloud to deploy the REWIRE platform for AI-enhanced field operations and grid reliability, with first products slated for launch in early February.
Jan 27, 2026, 2:00 PM
NextEra Energy reports Q4 2025 results
NEE
Earnings
Guidance Update
- NextEra Energy delivered Q4 2025 adjusted EPS of $0.54, up $0.01 year-over-year, and full-year 2025 adjusted EPS of $3.71, a 8% increase versus 2024.
- FPL segment posted Q4 2025 EPS of $0.46 and full-year 2025 EPS of $2.42, following unanimous regulatory approval of its 2025 rate agreement with a 10.95% allowed midpoint ROE and plans to invest $90–$100 billion through 2032.
- Energy Resources achieved full-year 2025 adjusted EPS of $1.70, up $0.19, driven by a record 13.5 GW of new generation and battery storage added to its backlog.
- Management expects 2026 adjusted EPS of $3.92–$4.02 and reaffirms an 8%+ long-term growth target off the 2025 base.
Jan 27, 2026, 2:00 PM
NextEra Energy reports Q4 and full-year 2025 earnings
NEE
Earnings
Guidance Update
New Projects/Investments
- Full-year adjusted EPS of $3.71, up 8% from 2024; 2026 EPS guidance of $3.92–$4.02, targeting the high end; 3- and 5-year operating cash flow CAGRs of 14% and 9%
- FPL secures new 4-year rate agreement through 2029 with allowed midpoint ROE 10.95%, equity ratio 59.6%, and plans $90–$100 B CapEx through 2032; typical residential bills to rise ~2% annually yet remain ~30% below the national average
- Energy Resources adds 13.5 GW to its backlog in 2025, with battery storage representing one-third of its 30 GW backlog alongside a 95 GW storage pipeline; targeting 15 GW of data center hub generation by 2035 across 20 hubs
- NextEra Energy Transmission holds $8 B of regulated capital and has secured $5 B in projects since 2023; Energy Resources’ gas pipelines exceed 1,000 miles, aiming to grow combined transmission and gas capital to $20 B by 2032
Jan 27, 2026, 2:00 PM
NextEra Energy announces Q4 2025 results
NEE
Earnings
Guidance Update
New Projects/Investments
- NextEra Energy reported Q4 2025 GAAP net income of $1.535 billion ($0.73/share) versus $1.203 billion ($0.58/share) in Q4 2024; adjusted Q4 EPS was $0.54 compared to $0.53 a year ago.
- For full-year 2025, GAAP net income was $6.835 billion ($3.30/share) versus $6.946 billion ($3.37/share) in 2024; full-year adjusted EPS rose to $3.71 from $3.43, up ~8.2% yoy.
- Florida Power & Light grew regulatory capital employed by ~8.1% year-over-year, continuing to deliver low customer bills and high reliability.
- NextEra Energy Resources added ~13.5 GW of new generation and storage to its backlog in 2025, including a record quarter of ~3.6 GW, bringing total backlog to ~30 GW and placing 7.2 GW into service.
- Outlook: 2026 adjusted EPS guidance of $3.92–$4.02, with targeted 8%+ CAGR in adjusted EPS through 2035 off the 2025 base.
Jan 27, 2026, 12:39 PM
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
Quarterly earnings call transcripts for NEXTERA ENERGY.
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