NextEra Energy Inc. reported fourth‑quarter 2025 results that included an adjusted earnings per share of $0.54, beating the consensus estimate of $0.53 by $0.01. Revenue, however, fell short of expectations, coming in at $6.50 billion versus the $6.78 billion forecast by analysts, a miss of $280 million.
The earnings beat was driven by disciplined cost management and a favorable mix of regulated and renewable generation. Florida Power & Light (FPL) delivered steady cash flow, while NextEra Energy Resources added new renewable capacity that helped offset the revenue shortfall. The company’s ability to maintain margins in the face of a weaker top line demonstrates operational resilience and effective pricing power in its core segments.
Revenue missed expectations because demand for power in the regulated utility segment was weaker than anticipated, and the company faced headwinds in the broader wholesale market. The decline in wholesale sales was partially offset by growth in the renewables portfolio, but the overall mix shift led to a lower top‑line figure than analysts had projected.
NextEra reaffirmed its adjusted earnings guidance for fiscal 2026, maintaining a range of $3.92 to $4.02 per share and reaffirming an 8%+ compound annual growth rate in adjusted EPS through 2032. The guidance reflects confidence in continued demand for clean energy and the company’s dual‑engine strategy, which balances stable regulated revenue with high‑growth renewable projects.
CEO John Ketchum said, “America needs more electrons on the grid, and America needs a proven energy infrastructure builder to get the job done.” The statement underscores the company’s focus on expanding renewable capacity while maintaining reliable service for its regulated customers.
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