NextEra Energy, Inc. · NEE · Next earnings

NextEra Energy, Inc. reports Tuesday, Oct 27, 2026

NEE reports before market open with consensus EPS at $1.16 and revenue at $8.89B. Last quarter: NextEra Energy Beats EPS, Misses Revenue, Reaffirms Guidance as Backlog Grows to 35 GW

Reports Before market open37 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $1.16 Calendar consensus
Consensus revenue $8.89B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where NEE left off: FY2026 Q2

Full report

NextEra Energy Beats EPS, Misses Revenue, Reaffirms Guidance as Backlog Grows to 35 GW

EPS surprise +5.8% Reported $1.09 vs $1.03
Revenue surprise -7.8% Reported $6.70B vs $7.27B
Stock move -0.0% Event window
Subsequent drift +0.8% Up to 20 sessions

Full-year 2026 EPS guidance of $3.92-$4.02 was reaffirmed. Guidance sentiment is maintained, management tone is confident, and the capex outlook is increasing. The large-load tariff expectation was raised from 6 GW to 8 GW by 2032. Renewables and storage backlog targets are 15 GW (base case) to 30 GW (upside) by 2035.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory approval risk for the Dominion Energy merger across multiple state commissions.
  • Execution risk on high-speed transmission and hub development projects.
  • Interest-rate environment affecting financing costs.
  • Potential delays in federal hub agreements with U.S. and Japanese governments.
  • Nuclear project risk, including cost overruns and commercial structure uncertainties.

Questions analysts left open

  • Differences between S-4 internal forecasts and current guidance.
  • Timeline and potential delays for federal hub projects.
  • When and how large-load transactions will be announced.
  • Returns on recontracting renewables at a $20/MWh premium.
  • Nuclear recommissioning schedule and SMR commercialization.

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Recent NEE quarters

All NEE earnings
-0.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.