Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for NextEra Energy (NEE) is 6/10.
NextEra Energy delivered Q1 adjusted EPS up 10% year-over-year with FPL retail sales growing 3.4% and Energy Resources adding a record 4 GW of new renewables and storage to the backlog in the quarter. Management reiterated FY2026 adjusted EPS guidance of $3.92-4.02 targeting the high end, while U.S.-Japan data center hub awards for 9.5 GW and accelerating large load demand reinforced the multi-decade growth runway in clean energy infrastructure.
Scored from NextEra Energy’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.38B | -21.7% | $0.58 | -1.7% | 17.5% | 22.3% | $139M |
| FY2025 Q1 | $6.25B | +9.0% | $0.40 | -63.6% | 36.1% | 13.3% | $268M |
| FY2025 Q2 | $6.70B | +10.4% | $0.98 | +24.1% | 28.5% | 30.3% | $1.12B |
| FY2025 Q3 | $7.97B | +5.3% | $1.18 | +31.1% | 31.7% | 30.6% | $1.55B |
| FY2025 Q4 | $6.56B | +21.9% | $0.73 | +25.9% | 24.2% | 23.4% | $277M |
| FY2026 Q1 | $6.96B | +11.4% | $1.04 | +160.0% | 31.7% | 31.4% | $-580M |
| FY2026 Q2 | $7.53B | +12.4% | $1.51 | +54.1% | 29.7% | 41.7% | $4.66B |