| NEE |
Report |
Adjusted EPS |
BEAT |
pred ~$1.10 vs. cons $1.08 |
MEDIUM |
| NEE |
Report |
FPL adjusted EPS |
BEAT |
pred ~$0.67 vs. cons $0.66 |
MEDIUM |
| NEE |
Report |
Energy Resources backlog additions |
MISS |
pred ~2.8 GW vs. cons 3.0 GW |
LOW |
| NEE |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$4.02 vs. cons $4.01 (FY2026) |
HIGH |
| NEE |
Guide |
Adjusted EPS implied outlook |
UNCHANGED |
guide ~$4.36 vs. cons $4.36 (FY2027) |
MEDIUM |
| NEE |
Guide |
FPL capital expenditures |
UNCHANGED |
guide ~$12.5B vs. cons $12.5B (FY2026) |
HIGH |
| NEE |
Guide |
U.S.-Japan gas-project capacity |
UNKNOWN |
guide ~9.5 GW vs. cons 9.5 GW (definitive-agreement target by 2026Q3) |
LOW |
| NEE |
Guide |
Post-merger adjusted EPS CAGR |
UNCHANGED |
guide ~9.0% vs. cons 9.0% (2026-2032) |
MEDIUM |
| NEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
LOW |
| NEE |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Predicted five-day residual of +0.3% versus day-one residual of +0.8%: a modest EPS beat is unlikely to drive durable revisions because FY2026 guidance of ~$4.02 versus consensus $4.01 and FY2027 implied EPS of ~$4.36 versus consensus $4.36 leave little out-period upside, while softer backlog additions and uncertain U.S.-Japan agreement timing limit follow-through. |
LOW |