| NEE |
Report |
Adjusted EPS (Q2'26) |
IN-LINE |
pred ~$1.11 vs. cons ~$1.10 |
MEDIUM |
| NEE |
Report |
Revenue (Q2'26) |
IN-LINE |
pred ~$8.1B vs. cons ~$8.1B |
LOW |
| NEE |
Report |
New renewables & storage backlog originated (GW) |
BEAT |
pred ~4.0 GW vs. cons ~3.5 GW |
MEDIUM |
| NEE |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide reaffirmed ~$3.92-$4.02 (high end) vs. cons ~$3.98 (FY2026) |
HIGH |
| NEE |
Guide |
Long-term 8%+ EPS CAGR through 2032 off $3.71 base |
UNCHANGED |
guide ~8%+ CAGR vs. cons ~8% (2025-2032) |
HIGH |
| NEE |
Guide |
U.S.-Japan 9.5 GW gas deal definitive agreements |
UNKNOWN |
guide ~9.5 GW / signed DAs vs. cons ~9.5 GW expected 'next 2-3 months' (2H2026) |
LOW |
| NEE |
Guide |
FPL large-load tariff first customer signing |
UNKNOWN |
guide ~1+ customer (~$2B/GW capex) vs. cons ~1 signed by YE2026 (FY2026) |
LOW |
| NEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| NEE |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Beat-and-reaffirm with reaffirmed high-end FY guide and intact 8%+ CAGR means no implied out-period cuts, so estimates hold. Day-1 pop is driven by ~4 GW backlog and any Japan-deal/FPL large-load progress; absent a signed DA the move is modest and low-beta utility mean-reversion keeps the 5-day residual roughly flat rather than following through. Downside risk is a Japan-deal slip that would fade the initial gain. |
LOW |