| NEE |
Report |
Total Operating EPS (Q2 2026) |
BEAT |
pred ~$1.13 vs. cons $1.101 |
MEDIUM |
| NEE |
Report |
NEER Operating EPS (Q2 2026) |
BEAT |
pred ~$0.58 vs. cons $0.561 |
MEDIUM |
| NEE |
Report |
Energy Resources Backlog (GW) |
BEAT |
pred ~35-37 GW vs. Q1 actual 33 GW |
MEDIUM |
| NEE |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide $3.92-$4.02 high end vs. cons $4.035 |
HIGH |
| NEE |
Guide |
FPL Capex (FY 2026) |
BETTER |
guide $12-$13B vs. cons $11.09B |
HIGH |
| NEE |
Guide |
Backlog/Origination trajectory (forward) |
BETTER |
guide ~35-37 GW vs. 33 GW Q1 actual |
MEDIUM |
| NEE |
Guide |
Dominion merger EPS accretion (post-close) |
UNKNOWN |
UNVERIFIED - no formal consensus |
LOW |
| NEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| NEE |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - sell-side revises Q3/FY estimates upward on NEER beat + backlog raise; Dominion update caps the re-rating |
MEDIUM |