$NEE · NEXTERA ENERGY INC
NextEra Energy reported Q3 2026 GAAP net income of $4.775B ($2.28/share) vs $2.438B ($1.18/share) in Q3 2025. Adjusted EPS was $1.24, up 9.7% YoY. NextEra Energy Resources added 3.7 GW to its backlog (now ~36.7 GW) and signed definitive agreements for three federal hub projects totaling ~16.5 GW. FPL grew regulatory capital employed ~9.2% YoY. The company reaffirmed FY2026 adjusted EPS guidance of $3.92-$4.02 (targeting high end) and 8%+ CAGR through 2032. The Dominion Energy merger received shareholder approval in September and is expected to close H2 2027.
- GAAP net income of $4.775B ($2.28/share) vs $2.438B ($1.18/share) in Q3 2025.
- Adjusted EPS of $1.24, up 9.7% YoY from $1.13; FY2026 guidance $3.92-$4.02, targeting high end.
- NextEra Energy Resources added 3.7 GW of renewables/storage to backlog, now totaling approximately 36.7 GW.
- FPL regulatory capital employed grew ~9.2% YoY; full-year capex expected at ~$12B.
- Dominion Energy merger on track: shareholder approvals secured, state hearings Nov/Dec 2026, close expected H2 2027.
Extended-hours trading at $79.68 (+1.04% vs regular close) indicates a positive initial reaction to the 9.7% adjusted EPS growth and reaffirmed 8%+ CAGR outlook through 2032. Regular session has not yet opened.
NextEra's 36.7 GW backlog and 16.5 GW in federal hub agreements signal unmatched scale in meeting hyperscaler energy demand, while the Dominion merger would create the largest U.S. utility.
NextEra's 36.7 GW renewables/storage backlog and 16.5 GW in signed federal hub agreements underscore its dominance in utility-scale clean energy development. The Duane Arnold nuclear restart (targeting Q1 2029) and Point Beach 1 GW PPA signal growing hyperscaler/data-center demand for 24/7 carbon-fr
Hurricane Isaias caused outages across Northwest Florida; while grid hardening investments mitigated damage, severe weather remains a recurring operational risk. The Dominion Energy merger faces regulatory reviews in Virginia, South Carolina, and North Carolina with no guarantee of approval or that
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