NEXTERA ENERGY INC (NEE) Earnings History

NEXTERA ENERGY INC - Q4 FY2025 EarningsBeat

Filed at: Jan 27, 2026, 7:39 AM EST|Read from source

EXECUTIVE SUMMARY

NextEra Energy reported strong full-year 2025 results, driven by robust operational performance at both FPL and NextEra Energy Resources, exceeding adjusted EPS growth targets. The company highlighted continued investment in infrastructure, record origination of new generation and storage projects, and a positive outlook for future growth.

POSITIVE HIGHLIGHTS

  • •

    Full-year 2025 adjusted earnings per share grew approximately 8.2% year-over-year to $3.71, exceeding the company's communicated range.

    positive
  • •

    FPL's regulatory capital employed increased by approximately 8.1% year-over-year, supported by $8.9 billion in full-year capital investments.

    positive
  • •

    NextEra Energy Resources achieved a record year for origination, adding approximately 13.5 gigawatts of new generation and battery storage projects to its backlog.

    positive
  • •

    FPL's typical residential customer bills are expected to increase only about 2% annually between 2025 and 2029, remaining below the national average.

    positive

CONCERNS & RISKS

  • •

    Corporate and Other adjusted earnings decreased by $0.12 per share for the full year 2025 compared to 2024.

    attention
  • •

    NextEra Energy Resources' adjusted earnings for Q4 2025 were $422 million, or $0.20 per share, a decrease from $446 million, or $0.22 per share, in Q4 2024.

    attention
  • •

    NextEra Energy's GAAP net income attributable to NextEra Energy for the full year 2025 was $6.835 billion, or $3.30 per share, a slight decrease from $6.946 billion, or $3.37 per share, in 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$6.50B
+20.7%
Prior year: $5.38B
Annual (YTD)
$27.41B
N/A
Prior year: $24.75B
Net Income
Quarterly
$1.53B
+27.6%
Prior year: $1.20B
Annual (YTD)
$6.83B
N/A
Prior year: $6.95B
EPS (Diluted)
Quarterly
$0.73
+25.9%
Prior year: $0.58
Operating Income
Quarterly
$1.59B
+68.5%
Prior year: $941.00M
Annual (YTD)
$8.28B
N/A
Prior year: $7.48B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
24.4%
Prior Year
17.5%
YoY Change
+693 bps
Net Margin
Current Quarter
23.6%
Prior Year
22.3%
YoY Change
+128 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
FPL
0.0%
N/A
NEER
0.0%
N/A
Corporate and Other
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
FPL
N/A———
NEER
N/A———
Corporate and Other
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

NextEra Energy delivered strong operational and financial performance in 2025, increasing full-year adjusted earnings per share by more than 8% over 2024 and exceeding the top end of the range we communicated in December.

— NEXTERA ENERGY INC, Q4 FY2025 2025 Earnings Call

FPL's new four-year rate agreement enables us to make smart, long-term investments on behalf of our customers so we can continue to deliver some of the nation's most reliable and affordable electricity to power Florida's growth.

— NEXTERA ENERGY INC, Q4 FY2025 2025 Earnings Call

NextEra Energy Resources had another record year of new generation and storage origination, adding approximately 13.5 gigawatts to its backlog, including our plan to recommission our Duane Arnold nuclear plant, which was enabled by a power purchase agreement with Google.

— NEXTERA ENERGY INC, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

FPL capital expenditures
8900.0M
full-year
FPL regulatory capital employed
0.1
YoY growth
NextEra Energy Resources new generation and storage origination
13.5
GW

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.