NextEra Energy (NEE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
$88.25-0.23%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
QuarterlyIQ Insights · NEE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within utilities on a research-validated quality screen. As of 2026-11-05.
The screen ranks NEE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated strong grew net income 68% of the time over the next year (vs 62% for the rest of the cohort, n=1127).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We expect to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and are targeting the same from 2032 through 2035, all off the 2025 base.
Stated in 3 of 3 supplied quarters. Management reported: “NextEra Energy continues to expect 2026 adjusted earnings per share to be in the range of $3.92 to $4.02 and is targeting the high end of that range.” “NextEra Energy also continues to expect a compound annual growth rate in adjusted earnings per share of 8%+ annually through 2032 and is targeting the same from 2032 through 2035, all off the 2025 base of $3.71 adjusted earnings per share.”
“We expect to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and are targeting the same from 2032 through 2035, all off the 2025 base.”
“We continue to expect to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and are targeting the same from 2032 through 2035, all off our 2025 base.”
“Importantly, our forecasted growth is visible and balanced between our regulated and long-term contracted businesses, and we expect to grow adjusted earnings per share at a compound annual growth rat…”
NextEra Energy and Dominion Energy pending combination NextEra Energy and Dominion Energy continue to advance their pending combination.
Stated in 2 of 3 supplied quarters. Management reported: “NextEra Energy and Dominion Energy pending combination NextEra Energy and Dominion Energy continue to advance their pending combination.” “The companies continue to expect the combination to close in the second half of 2027.”
“NextEra Energy and Dominion Energy pending combination NextEra Energy and Dominion Energy continue to advance their pending combination.”
NextEra Energy Resources continues to make significant progress across its large-load opportunity set.
Stated in 3 of 3 supplied quarters. Management reported: “NextEra Energy Resources continues to make significant progress across its large-load opportunity set.” “NextEra Energy Resources also has a development pipeline of 30 potential hubs it is discussing with the market and continues to expect that number to rise to 40 by year-end.”
“NextEra Energy Resources continues to make significant progress across its large-load opportunity set.”
FPL's typical residential bill is approximately 37% below the national average and is projected to increase only 2% annually, on average, through the end of the decade.
Stated in 3 of 3 supplied quarters. Management reported: “FPL's typical residential bill is approximately 37% below the national average and is projected to increase only 2% annually, on average, through the end of the decade.” “Customers also continue to benefit from top-decile reliability that's more than 60% better than the national average.”
“FPL's typical residential bill is approximately 37% below the national average and is projected to increase only 2% annually, on average, through the end of the decade.”
Continue to pursue the high end of the company's stated 2026 adjusted EPS range of $3.92 to $4.02.
Over the trailing year it converted 1.75x of net income into operating cash flow. Historically, Utilities names rated neutral grew net income 66% of the time over the next year (vs 63% for the rest of the cohort, n=1228).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by M&A activity. Historically, Utilities names rated neutral grew net income 63% of the time over the next year (vs 65% for the rest of the cohort, n=1366).
Not investment advice. As of 2026-11-05.
“As discussed when the combination was announced on May 18, the combined company is expected to support approximately 11% annual growth in regulatory capital employed through 2032 and 9%+ adjusted ear…”
“FPL is advancing negotiations with large-load customers and continues to expect to announce at least one large-load transaction under FPL's tariff by the end of the year.”
“The projects are drawn from the company's existing group of data center hubs – a group that totals over 30 hubs with a year-end goal to secure roughly 40.”
“Today, FPL's typical residential bill remains approximately 30% below the national average and is only projected to increase 2% annually on average through the end of the decade.”
“By making smart capital investments that benefit customers and being industry-leading on costs, FPL continues to deliver its strong customer value proposition of high reliability, outstanding custome…”