NextEra's rate base buildout appears to be compounding earnings, with revenue reaching $8.1B in 2026Q3 and operating margins of 32.4% exceeding the 19.6%-26.7% peer range observed at Duke and Southern.
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 to $8.1B in 2026Q3 with a 32.4% operating margin, though the 59.0% net margin appears inflated by non-recurring items versus the typical 22%-31% range.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $1.24+3.3% vs $1.20 | $8.1B-4.5% vs $8.5B |
Q3 2026 Jul 24, 2026 | $1.15+5.5% vs $1.09 | $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 |
JUNO BEACH, Fla., Nov. 6, 2026 /PRNewswire/ -- NextEra Energy, Inc. (NYSE: NEE) today announced that members of the senior management team will participate in the EEI Financial Conference from Sunday, Nov. 8, 2026, through Tuesday, Nov. 10, 2026.
Democrats just took Congress, and clean energy stocks surged. But one utility giant is racing to build batteries for data centers while its rival has already put itself up for sale.
NextEra Energy is leaning into electricity demand, but it isn't the only way to play demand growth.
GE Vernova provides the essential hardware and services for power generation and grid modernization across the globe. NextEra Energy maintains a massive regulated utility in Florida alongside the world's largest renewable energy development business.
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 |
|---|---|---|---|---|---|---|---|
| $86.95 | $181.36B | 15.67 | 11% | 39.92% | 16.89% | 2.58% | |
| $127.78 | $99.62B | 18.49 | 6.19% | 15.94% | 9.63% | 3.32% | |
| $92.34 | $104.09B | 21.46 | 10.59% | 16% | 12.03% | 2.94% | |
| $68.60 | $60.34B | 22.35 | 14.16% | 13.94% | 8.01% | 3.88% | |
| $126.53 | $68.85B | 20.74 | 9.37% | 14.38% | 10.12% | 3.05% | |
| $45.62 | $46.68B | 17.93 | 5.34% | 10.17% | 8.95% | 3.5% |
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)
Oct 21, 2026·SEC
Oct 6, 2026·SEC
Aug 11, 2026·SEC
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NextEra Energy, Inc. (NEE) stock FAQ — growth, dividends, profitability & financials explained
NextEra Energy, Inc. (NEE) reported $29.14B in revenue over the trailing twelve months. Revenue was $27.48B in fiscal year 2025. That is 355% more than the $6.04B of fiscal year 1996.
NextEra Energy, Inc. (NEE) grew revenue by 10.8% over the trailing twelve months, compared with the twelve months before.
Yes. NextEra Energy, Inc. (NEE) earned $11.64B in net income over the trailing twelve months (a 39.9% net margin).
Yes. NextEra Energy, Inc. (NEE) pays a dividend that yields 2.58% at the current price, a moderate yield.
NextEra Energy, Inc. (NEE) had a return on equity (ROE) of 16.9% over the trailing twelve months. That is above the market's typical 10-15%.
NextEra Energy, Inc. (NEE) had negative free cash flow of $17.67B over the trailing twelve months.
NextEra Energy, Inc. (NEE) has a dividend payout ratio of 68%. This suggests the dividend is well-covered and sustainable.
