| NEE |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.16 vs. cons $1.14 |
MEDIUM |
| NEE |
Report |
FPL adjusted EPS |
BEAT |
pred ~$0.68 vs. cons $0.66 |
MEDIUM |
| NEE |
Report |
Energy Resources renewables-and-storage backlog additions |
BEAT |
pred ~4.3 GW vs. cons 3.8 GW |
MEDIUM |
| NEE |
Guide |
FY2026 adjusted EPS high-end target |
UNCHANGED |
guide ~$4.02 vs. cons $3.99 (FY2026 adjusted EPS) |
HIGH |
| NEE |
Guide |
FPL 2026 capital-investment midpoint |
UNCHANGED |
guide ~$12.5B vs. cons $12.5B (FY2026 capital investment) |
MEDIUM |
| NEE |
Guide |
U.S.-Japan gas-project definitive-agreement timing |
UNCHANGED |
guide ~3 months vs. cons 3 months (from 2Q26 earnings call) |
LOW |
| NEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
MEDIUM |
| NEE |
Return |
5-day cumulative residual |
+0.6% (FADE) |
A ~$1.16 EPS result versus $1.14 consensus and ~4.3 GW versus 3.8 GW backlog should support an initial move, but retained ~$4.02 FY2026 high-end guidance versus $3.99 consensus leaves limited out-period estimate upside; the market will want contracted large-load and 9.5-GW project economics rather than another pipeline update. |
MEDIUM |