NextEra Energy is executing an aggressive rate base expansion, with net PPE up 28.1% year-over-year to $170.5B in 2026Q2, driving EPS growth of 54.1% and operating margins of 29.7%. The company's regulated Florida utility and contracted renewables portfolio pr...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 12.4% year-over-year to $7.5B in 2026Q2, with operating margins of 29.7% and EPS growth of 54.1%, though earnings include significant non-cash items like AFUDC and mark-to-market gains.
NextEra Energy is the largest provider of clean power in North America, with a significant backlog of renewable energy projects.
The AI-driven boom in electricity demand from data centers is a key growth driver, with NEE in advanced discussions for large-load projects.
Robust economic growth in Florida, where NextEra's regulated utility FPL operates, provides additional expansion opportunities.
In Q1 2026, NextEra missed revenue consensus estimates, although it did beat on EPS.
The company has a persistently negative free cash flow position, necessitating reliance on capital markets.
Insiders have been net sellers of NEE stock in recent months, raising concerns about insider confidence.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 24, 2026 | $1.15+5.5% vs $1.09 | $7.5B-7.1% vs $8.1B |
Q3 2026 Jul 22, 2026 | $1.15+6.5% vs $1.08 | $7.5B-7.1% vs $8.1B |
Q2 2026 Apr 23, 2026 | $1.09+5.8% vs $1.03 | $6.7B-7.8% vs $7.3B |
Q1 2026 Jan 27, 2026 | $0.53-5.4% vs $0.56 | $6.5B-3.3% vs $6.7B |
NextEra Energy, Inc. (NEE) Presents at Wolfe Research Utilities, Midstream & Clean Energy Conference 2026-New York Transcript
NextEra Energy NYSE: NEE CEO John Ketchum said the company has made significant progress on its growth plan in recent months, including securing federal hub opportunities, expanding gas and storage development prospects and advancing a proposed combination involving Dominion operations in Virginia, South Carolina and North Carolina.
Constellation Energy's stock has fallen more than 25% year to date. Constellation operates the most nuclear facilities in the U.S. and is expanding.
JUNO BEACH, Fla., Oct. 1, 2026 /PRNewswire/ -- NextEra Energy, Inc. (NYSE: NEE) announced that John Ketchum, chairman, president and chief executive officer, is scheduled to participate in a fireside chat at noon ET today, Thursday, Oct. 1, at the 2026 Wolfe Research Utilities, Midstream & Clean Energy Conference in New York City.
Benchmark NEE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for NextEra Energy, Inc. (NEE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $76.83 | $160.25B | 23.35 | 11% | 24.87% | 10.73% | 2.92% | |
| $114.13 | $88.98B | 18.09 | 6.19% | 15.72% | 9.58% | — | |
| $83.72 | $94.38B | 21.36 | 10.59% | 15.43% | 11.69% | — | |
| $61.31 | $53.92B | 17.77 | 14.16% | 13.93% | 7.71% | — | |
| $119.57 | $65.06B | 17.95 | 9.37% | 13.95% | 9.66% | — | |
| $40.73 | $41.68B | 14.87 | 5.34% | 10.99% | 9.61% | — |
NextEra Energy, Inc. (NEE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
NextEra Energy, Inc. (NEE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Jul 24, 2026·SEC
Jul 8, 2026·SEC
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NextEra Energy, Inc. (NEE) stock FAQ — growth, dividends, profitability & financials explained
NextEra Energy, Inc. (NEE) reported $29.02B in revenue for fiscal year 2025. This represents a 381% increase from $6.04B in 1996.
NextEra Energy, Inc. (NEE) grew revenue by 11.0% over the past year. This is steady growth.
Yes, NextEra Energy, Inc. (NEE) is profitable, generating $9.30B in net income for fiscal year 2025 (24.9% net margin).
Yes, NextEra Energy, Inc. (NEE) pays a dividend with a yield of 2.92%. This makes it attractive for income-focused investors.
NextEra Energy, Inc. (NEE) has a return on equity (ROE) of 10.7%. This is reasonable for most industries.
NextEra Energy, Inc. (NEE) had negative free cash flow of $23.42B in fiscal year 2025, likely due to heavy capital investments.
NextEra Energy, Inc. (NEE) has a dividend payout ratio of 68%. This suggests the dividend is well-covered and sustainable.
