| NEE |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.12 vs. cons $1.10 |
MEDIUM |
| NEE |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$8.05B vs. cons $8.10B |
LOW |
| NEE |
Report |
Energy Resources Segment Adjusted Earnings |
BEAT |
pred ~$850M vs. cons $820M |
LOW |
| NEE |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$3.97 (range $3.92-$4.02, targeting high end) vs. cons $3.96 (FY2026) |
HIGH |
| NEE |
Guide |
Standalone Long-Term EPS CAGR (2027-2032) |
UNCHANGED |
guide ~8% vs. cons ~7.8% (2027-2032 CAGR) |
MEDIUM |
| NEE |
Guide |
FPL Capital Plan 2026-2029 |
BETTER |
guide ~$92B midpoint (range $90-100B) vs. cons/prior ~$88B (2026-2029 capex) |
MEDIUM |
| NEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
MEDIUM |
| NEE |
Return |
5-day cumulative residual |
+0.1% (FADE) |
Operational beat (EPS/backlog) likely reaffirms 2026 guidance but doesn't raise it, while the market's attention stays fixed on Dominion merger integration/regulatory risk and heavy financing needs (equity units, junior subordinated debt) that imply share-count dilution pressure on out-year EPS. Absent a raise to long-term CAGR or concrete large-load tariff signing, sell-side models likely nudge out-period EPS/FCF estimates down modestly on financing drag, causing initial pop to fade over the week rather than build. |
LOW |