Jun 2026 (Q2 FY26) — Jul 24, 2026
NextEra Energy Q2 FY26 — Strong Execution and Strategic Growth Initiatives
Read the full callNextEra Energy (NEE) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
NextEra Energy earnings: last reported Fri, 24 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,100 | +1.7% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 36.2 | −1.4 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 2,182 | +161.9% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
7 of 8 judged targets kept · 32 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Acquisition of the remaining 30% minority interest in Duane Arnold | acquire CIPCO and Corn Belt's combined 30% interest, bringing ownership to 100% | Sep 2025 | we also successfully closed on the acquisition of the final 30% minority interest in the plant held by our 2 cooperative partners, making us the sole owner | Achieved |
| Definitive agreements with the U.S. and Japanese governments for the 9.5 gigawatt gas-fired generation projects | definitive agreements on both projects completed within the next two to three months | Mar 2026 | While not yet complete, we continue to progress discussions on definitive agreements with the U.S. to Japanese governments. | Delayed |
| Adjusted earnings per share at or near the top end of the expectations range | at or near the top end of the adjusted EPS expectations range; range later specified as $3.92 to $4.02 | Dec 2023 | Our 2026 adjusted earnings per share expectations range of $3.92 to $4.02 remains unchanged. And we are targeting the high end of that range. | On Track |
1 of NEXTERA ENERGY INC's 40 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 37 more targets are in the full ledger.
Claimed
- Adjusted EPS of $1.15, reflecting continued operational and financial execution.
- FPL added over 90,000 customers in Q2 FY26, driving 0.6% weather-normalized retail sales growth.
- Energy Resources added 3.6 GW of renewables and storage projects to its backlog, its second largest quarter of additions.
- Recontracted over 500 MW of existing projects at a premium of ~$20/MWh above recent realized pricing with 15-year terms.
- FPL increased its large load expectation from 6 GW to 8 GW by 2032, with 12 GW in advanced discussions.
Qualified
Price
$78.17 −2.04% · −$1.63
Performance −7.5% 1Y
1Y: $84.53 on 17 Oct 2025 → $78.17. High $97.88 (30 Apr 2026), low $75.49 (28 Sept 2026).
- Previous close
- $79.8
- 52-week range
- $75.49 – $97.88
- One year
- −7.79%
Overview
- Symbol
- NEE
- Sector
- Utilities
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
7 of 8 judged targets kept · 32 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Acquisition of the remaining 30% minority interest in Duane Arnold | acquire CIPCO and Corn Belt's combined 30% interest, bringing ownership to 100% | Sep 2025 | we also successfully closed on the acquisition of the final 30% minority interest in the plant held by our 2 cooperative partners, making us the sole owner | Achieved |
| Definitive agreements with the U.S. and Japanese governments for the 9.5 gigawatt gas-fired generation projects | definitive agreements on both projects completed within the next two to three months | Mar 2026 | While not yet complete, we continue to progress discussions on definitive agreements with the U.S. to Japanese governments. | Delayed |
| Adjusted earnings per share at or near the top end of the expectations range | at or near the top end of the adjusted EPS expectations range; range later specified as $3.92 to $4.02 | Dec 2023 | Our 2026 adjusted earnings per share expectations range of $3.92 to $4.02 remains unchanged. And we are targeting the high end of that range. | On Track |
Claimed
- Adjusted EPS of $1.15, reflecting continued operational and financial execution.
- FPL added over 90,000 customers in Q2 FY26, driving 0.6% weather-normalized retail sales growth.
- Energy Resources added 3.6 GW of renewables and storage projects to its backlog, its second largest quarter of additions.
- Recontracted over 500 MW of existing projects at a premium of ~$20/MWh above recent realized pricing with 15-year terms.
- FPL increased its large load expectation from 6 GW to 8 GW by 2032, with 12 GW in advanced discussions.
Qualified
The full ledger
Open NEXTERA ENERGY INC’s full ledger
A free account opens 5 company ledgers a month. All 40 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 23, 2026
NextEra Energy Q1 FY26 — Strong Start with Record Renewables Backlog and Expanding Large Load Strategy
Read the full callDec 2025 (Q4 FY25) — Jan 27, 2026
NextEra Energy Q4 FY25 — Strong Performance and Strategic Growth Initiatives
Read the full callEvery analysed call
NextEra Energy earnings calls (NEE)
Financials
What the filings say
Net profit, year on year: +162% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 6,000 | 6,700 | — | 6,000 | 6,400 | 7,400 | — | 6,100 |
| Operating profit | 1,670 | 2,856 | 940 | 2,256 | 1,911 | 2,527 | 1,586 | 2,208 |
| Operating margin | 27.8% | 42.6% | — | 37.6% | 29.9% | 34.1% | — | 36.2% |
| Other income | -438 | -1,260 | 105 | -2,313 | -528 | -642 | -267 | -1,009 |
| Profit before tax | 1,232 | 1,596 | 1,045 | -57 | 1,383 | 1,885 | 1,319 | 1,199 |
| Tax rate | −5.2% | 0.3% | 16.4% | 914.0% | −18.5% | −13.3% | 17.1% | −40.8% |
| Net profit | 1,622 | 1,852 | 1,204 | 833 | 2,028 | 2,438 | 1,536 | 2,182 |
| EPS ($ per share) | 0.79 | 0.90 | — | 0.41 | 0.99 | 1.18 | — | 1.05 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 5 | 20 | 20 | 20 | 20 | 21 | 21 | 21 |
| Reserves | 23,837 | 25,199 | 25,363 | 25,911 | 26,707 | 30,235 | 32,946 | 35,102 |
| Total liabilities | 66,289 | 75,844 | 82,755 | 95,243 | 109,499 | 118,465 | 129,283 | 146,242 |
| Fixed assets | 70,334 | 82,010 | 91,803 | 99,348 | 111,059 | 125,776 | 138,852 | 156,197 |
| Total assets | 103,702 | 117,691 | 127,684 | 140,912 | 158,935 | 177,489 | 190,144 | 212,721 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 6,593 | 8,155 | 7,983 | 7,553 | 8,262 | 11,301 | 13,260 | 12,485 |
| Cash from investing | -10,950 | -16,177 | -13,699 | -13,591 | -18,359 | -23,467 | -22,264 | -23,865 |
| Cash from financing | 7,634 | 3,873 | 6,174 | 5,807 | 12,229 | 12,149 | 7,000 | 12,979 |
| Net cash flow | 3,270 | -4,145 | 438 | -230 | 2,125 | -21 | -2,018 | 1,604 |
NEE operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Capital expenditures Florida Power & Light Company | ~$2.1BFPL's capital expenditures were approximately $2.1 billion in the fourth quarter, bringing its full year capital investments to a total of roughly $8.9 billion.Source: earnings call transcript | ~$3.2BFPL's capital expenditures were approximately $3.2 billion for the quarter, and we expect FPL's full year capital investments to be between $12 billion and $13 billion.Source: earnings call transcript | ~$2.8BFPL's capital expenditures were approximately $2.8 billion for the quarter, and we expect FPL's full year capital investments to be between $12 billion and $13 billion.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
89 filings between Nov 17, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$31.07M
17 sales by 8 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 33
- Award — granted as compensation
- 8
- Option exercise — converted options into shares
- 30
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 other.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Pimentel Armando Jr | — | $12.18M | Nov 17, 2025 |
| KETCHUM JOHN W | — | $8.90M | Feb 9, 2026 |
| Reagan Ronald R | — | $4.06M | Feb 17, 2026 |
| Sieving Charles E | — | $2.70M | Feb 4, 2026 |
| Crews Terrell Kirk II | — | $1.78M | Mar 9, 2026 |
| May James Michael | — | $646.4K | Mar 9, 2026 |
| Daggs Nicole J | — | $458.9K | Mar 13, 2026 |
| Lemasney Mark | — | $347.1K | Mar 9, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | May James Michael Treasurer and Asst. Secretary | Tax withheld | 1,855 | $145.6K |
| Oct 7, 2026 | Daggs Nicole J EVP, Human Res & Corp Svcs | Other | 8,487 | $0 |
| Aug 17, 2026 | Rubio Alex EVP, Eng., Const. & ISC | Tax withheld | 85 | $7.3K |
| May 7, 2026 | Bolster Brian W Pres. and CEO of Sub | Tax withheld | 1,251 | $119.3K |
| Mar 17, 2026 | Gough William John VP, Controller & CAO | Tax withheld | 93 | $8.6K |
| Mar 17, 2026 | Bolster Brian W Pres. and CEO of Sub | Tax withheld | 428 | $39.6K |
| Mar 17, 2026 | May James Michael Treasurer and Asst. Secretary | Tax withheld | 316 | $29.2K |
| Mar 13, 2026 | Daggs Nicole J EVP, Human Res & Corp Svcs | Sale 10b5-1 plan | 745 | $69.3K |
| Mar 13, 2026 | Daggs Nicole J EVP, Human Res & Corp Svcs | Sale 10b5-1 plan | 4,189 | $389.6K |
| Mar 9, 2026 | May James Michael Treasurer and Asst. Secretary | Sale 10b5-1 plan | 4,672 | $421.7K |
| Mar 9, 2026 | Lemasney Mark EVP Power Generation Division | Sale 10b5-1 plan | 3,845 | $347.1K |
| Mar 9, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Option exercise 10b5-1 plan | 5,612 | $178.0K |
| Mar 9, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Sale 10b5-1 plan | 5,612 | $506.6K |
| Mar 9, 2026 | May James Michael Treasurer and Asst. Secretary | Sale 10b5-1 plan | 2,489 | $224.7K |
| Mar 9, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Option exercise 10b5-1 plan | 4,720 | $182.2K |
| Mar 9, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Sale 10b5-1 plan | 4,720 | $426.1K |
| Mar 9, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Sale 10b5-1 plan | 9,340 | $843.1K |
| Mar 9, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Option exercise 10b5-1 plan | 9,340 | $426.4K |
| Feb 17, 2026 | Reagan Ronald R EVP, Eng., Const. & ISC | Sale 10b5-1 plan | 5,079 | $482.5K |
| Feb 15, 2026 | KETCHUM JOHN W Chairman, President & CEO | Tax withheld | 1,965 | $184.3K |
| Feb 15, 2026 | Pimentel Armando Jr Director & CEO of Sub | Tax withheld | 7,373 | $691.6K |
| Feb 15, 2026 | Reagan Ronald R EVP, Eng., Const. & ISC | Tax withheld | 568 | $53.3K |
| Feb 15, 2026 | Lemasney Mark EVP Power Generation Division | Tax withheld | 206 | $19.3K |
| Feb 15, 2026 | Sieving Charles E EVP, Chief Legal | Tax withheld | 2,035 | $190.9K |
| Feb 15, 2026 | Coffey Robert EVP, Nuclear Div & CNO | Tax withheld | 1,518 | $142.4K |
| Feb 15, 2026 | Bolster Brian W Pres. and CEO of Sub | Tax withheld | 912 | $85.5K |
| Feb 15, 2026 | May James Michael Treasurer and Asst. Secretary | Tax withheld | 1,044 | $97.9K |
| Feb 15, 2026 | Gough William John VP, Controller & CAO | Tax withheld | 101 | $9.5K |
| Feb 15, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Tax withheld | 1,544 | $144.8K |
| Feb 15, 2026 | Dunne Michael EVP, Finance & CFO | Tax withheld | 4,388 | $411.6K |
| Feb 15, 2026 | Daggs Nicole J EVP, Human Res & Corp Svcs | Tax withheld | 623 | $58.4K |
| Feb 12, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Award | 26,547 | $0 |
| Feb 12, 2026 | Crews Terrell Kirk II EVP, Chief Risk Officer | Award | 3,208 | $0 |
| Feb 12, 2026 | KETCHUM JOHN W Chairman, President & CEO | Tax withheld | 60,092 | $5.52M |
| Feb 12, 2026 | KETCHUM JOHN W Chairman, President & CEO | Award | 152,713 | $0 |
| Feb 12, 2026 | Dunne Michael EVP, Finance & CFO | Tax withheld | 5,485 | $504.2K |
| Feb 12, 2026 | Dunne Michael EVP, Finance & CFO | Award | 13,941 | $0 |
| Feb 12, 2026 | Dunne Michael EVP, Finance & CFO | Award | 4,819 | $0 |
| Feb 12, 2026 | KETCHUM JOHN W Chairman, President & CEO | Award | 4,372 | $0 |
| Feb 12, 2026 | Pimentel Armando Jr Director & CEO of Sub | Award | 16,664 | $0 |
| Feb 12, 2026 | Lemasney Mark EVP Power Generation Division | Tax withheld | 1,237 | $113.7K |
| Feb 12, 2026 | Lemasney Mark EVP Power Generation Division | Award | 5,082 | $0 |
| Feb 12, 2026 | Lemasney Mark EVP Power Generation Division | Award | 806 | $0 |
| Feb 12, 2026 | Sieving Charles E EVP, Chief Legal | Tax withheld | 13,595 | $1.25M |
| Feb 12, 2026 | Coffey Robert EVP, Nuclear Div & CNO | Tax withheld | 6,623 | $608.9K |
| Feb 12, 2026 | Coffey Robert EVP, Nuclear Div & CNO | Award | 16,833 | $0 |
| Feb 12, 2026 | Coffey Robert EVP, Nuclear Div & CNO | Award | 3,328 | $0 |
| Feb 12, 2026 | Sieving Charles E EVP, Chief Legal | Award | 34,551 | $0 |
| Feb 12, 2026 | Sieving Charles E EVP, Chief Legal | Award | 4,407 | $0 |
| Feb 12, 2026 | Reagan Ronald R EVP, Eng., Const. & ISC | Tax withheld | 3,661 | $336.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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