NYSE · US · Utilities - Regulated Electric

NEE NextEra Energy

Largest generation and transmission developer

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)

Grid Connection & Transmission · 88

Last close (delayed) · 2026-10-26

$82.14

+0.05% today

+5.1%

+8.0%

−7.3%

YTD

+4.6%

+0.1%

Off 52w high

−14.8%

Next earnings (est.): 2026-10-21

Market cap$172B

P/E (trailing)14.8Forward 18.8

EV / sales10.2×EV/EBITDA 21.9×

Revenue (TTM)$28.82BGrowth 1.6% y/y

Margins60.2%gross · op 33.0%

Free cash flow-$21.21BCash $5.58B · debt $114B

Analyst target$94.58+15.1% upside · 19 analysts · buy

Riskβ 0.64Short 2.8% of float · yield 3.04%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

NEE · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events

8

2026-10-21EarningsBeat / raise

Reported EPS 1.24 vs 1.19 expected (+4.1% surprise).
7

2026-07-24EarningsBeat / raise

Reported EPS 1.15 vs 1.11 expected (+3.7% surprise).
6

2026-04-23EarningsBeat / raise

Reported EPS 1.09 vs 1.03 expected (+5.7% surprise).
5

2026-01-27EarningsBeat / raise

Reported EPS 0.54 vs 0.53 expected (+2.4% surprise).
4

2025-10-28EarningsBeat / raise

Reported EPS 1.13 vs 1.02 expected (+10.6% surprise).
3

2025-07-23EarningsBeat / raise

Reported EPS 1.05 vs 1.01 expected (+4.0% surprise).
2

2025-04-22EarningsBeat / raise

Reported EPS 0.99 vs 0.98 expected (+1.2% surprise).
1

2025-01-24EarningsBeat / raise

Reported EPS 0.53 vs 0.53 expected (+0.8% surprise).

Latest headlines

Auto-updated daily

Alternative data that moves NEE

US electric power generation (industrial production)+9.6% y/y US electricity price (average retail, per kWh)+4.3% y/y

Earnings history

EPS vs expectations

Date	Expected EPS	Reported EPS	Surprise
2026-10-21	1.19	1.24	+4.1%
2026-07-24	1.11	1.15	+3.7%
2026-04-23	1.03	1.09	+5.7%
2026-01-27	0.53	0.54	+2.4%
2025-10-28	1.02	1.13	+10.6%
2025-07-23	1.01	1.05	+4.0%
2025-04-22	0.98	0.99	+1.2%
2025-01-24	0.53	0.53	+0.8%
2024-10-23	0.97	1.03	+5.9%
2024-07-24	0.95	0.96	+1.1%
2024-04-23	0.8	0.91	+13.4%
2024-01-25	0.49	0.52	+6.6%
2023-10-24	0.88	0.94	+6.6%
2023-07-25	0.81	0.88	+8.2%
2023-04-25	0.76	0.84	+10.0%
2023-01-25	0.49	0.51	+4.2%
2022-10-28	0.8	0.85	+5.9%
2022-07-22	0.76	0.81	+7.0%
2022-04-21	0.72	0.74	+3.4%
2022-01-25	0.4	0.41	+3.0%
2021-10-20	0.72	0.75	+4.7%
2021-07-23	0.69	0.71	+2.8%
2021-04-21	0.61	0.67	+9.4%
2021-01-26	0.38	0.4	+4.2%

About NextEra Energy

Website ↗

NextEra Energy, Inc., through its subsidiaries, generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America. It operates through Florida Power & Light Company (FPL) and NEER segments. The company generates electricity from wind, solar, nuclear, natural gas, and other clean energy assets. It also invests in generation, storage, transmission, and distribution facilities; owns, develops, constructs, manages, and operates generation facilities, including renewables, nuclear and natural gas, and battery storage facilities in the wholesale energy market in the United States and Canada, as well as electric and gas transmission assets, and natural gas pipelines; provides full energy and capacity requirement services; markets and trades in energy-related commodities; and participates in the production of natural gas, natural gas liquids, …

17,400 employees · Juno Beach, United States

Grid Connection & Transmission

Interconnection queues measure in years. Energised megawatts — not empty shells — pace AI buildout, and new lines take the better part of a decade.

Generation→Queue study→Line + substation→Campus

What would prove us wrong. Weakens if queue reforms cut time-to-power below two years at scale.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
PWR Quanta Services	Grid construction and craft labour at scale	$566.3	+3.64%	−12.8%	+34.3%
MYRG MYR Group	Transmission and electrical construction	$261.5	+2.77%	−10.6%	+19.7%
MTZ MasTec	Power delivery and pipeline construction	$174.4	+1.98%	−18.1%	−19.8%
AEP American Electric Power	765kV transmission and large-load interconnects	$129.4	−0.26%	+9.3%	+14.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.