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09:00
Jul 24 ◎
Jul 24 ◎
D
NEE
▾
HIGH
NextEra is pursuing a merger with Dominion, highlighting expected synergies, cost savings, and regulatory benefits. Management speaks positively about the deal and Dominion's local strengths.
"We believe our proposed combination is a natural extension of our capabilities and experience."
D WATCH
Management conveyed strong operational execution, raised large-load demand expectations, and reaffirmed full-year guidance with a bullish tone, citing robust backlog and supply chain positioning.
"Our 2026 adjusted earnings per share expectations range of $3.92 to $4.02 remains unchanged and we are targeting the high end of that range."
NEE WATCH
HIGH
09:00
Apr 23 ◎
Apr 23 ◎
NEE
GOOGL
NVDA
CRK
FSLR
▾
HIGH
Management reaffirmed 2026 EPS guidance at the high end and reiterated 8%+ EPS CAGR through 2032, underpinned by accelerating demand and a differentiated platform.
"NextEra Energy is off to a terrific start to the year, delivering strong first quarter results. Adjusted earnings per share increased by 10 percent year over year"
NEE WATCH
NextEra is working with Google to restart a nuclear plant, signaling close hyperscaler relationships.
"a great example is our collaboration with Google to recommission our Duane Arnold nuclear plant outside Cedar Rapids, Iowa."
GOOGL WATCH
NextEra is collaborating with NVIDIA to allow data centers to flex chip usage and act as dispatchable batteries.
"It's exactly what we're working on with NVIDIA, a collaboration we announced in the first quarter."
NVDA WATCH
NextEra's Texas data center hub project partners with Comstock, highlighting gas supply access for large load.
"one of our partners there is Comstock, and so we have bountiful, you know, gas supply, you know, available in the region"
CRK WATCH
NextEra has secured solar panels, batteries, wind components, and transformers through 2029, de-risking its build program from trade disruptions. — Long-term supply lockups reduce execution risk for NEE and signal sustained demand for equipment from FSLR (solar) and GE (wind/transformers), potentially supporting their backlogs.
"We have secured panels through 2029. We're also well protected for battery storage with competitively priced domestic supply also secured through 2029. We have secured key wind components domestically for our new build expectations through"
FSLR WATCH
GE WATCH
NextEra recontracted 600 MW of existing projects at an average $20/MWh price increase, indicating strong pricing power for expiring PPAs. — Higher recontracting prices support the thesis that tightening supply-demand for renewables is lifting PPA prices, benefiting other renewable owners like BEP/BEPC.
"The pricing on the new contracts is roughly a $20 per megawatt hour on average increase relative to the prior realized pricing."
BEP WATCH
BEPC WATCH
HIGH
09:00
Jan 27 ◎
Jan 27 ◎
NEE
EXC
ED
GE
▾
HIGH
Management is highly confident about growth, citing a record backlog, secured supply chains, and multiple growth channels (renewables, storage, gas, nuclear, transmission).
"Our expectations are to grow adjusted earnings per share at a compound annual growth rate of 8% plus through 2032"
NEE WATCH
NextEra and Exelon are jointly selected for a $1.7B transmission project in PJM, with final decision expected soon.
"PJM management continues to recommend, and we expect them to continue to recommend for the board"
EXC WATCH
NextEra is increasing its stake in the Mountain Valley Pipeline, expanding its regulated gas pipeline portfolio.
"we acquired a portion of Con Ed's interest in MVP earlier this month"
ED WATCH
NextEra has secured gas turbine slots with GE Vernova for 4 GW of gas-fired generation, giving it a multi-year head start on competitors. — This secures supply for a key growth vector and pressures rivals who lack turbine commitments.
"we've secured gas turbine slots with GE Vernova to support four gigawatts of gas-fired generation projects"
GE WATCH
HIGH
09:00
Oct 28 ◎
Oct 28 ◎
GOOGL
GEV
NEE
▾
HIGH
Google is a major customer for NextEra's nuclear restart, signaling strong demand from hyperscalers for baseload clean power and potential for similar deals.
"entered into a 25-year power purchase agreement with Google that, pending regulatory approvals, enables us to recommission our Dwayne Arnold Energy Center nuclear plant"
GOOGL WATCH
NextEra intends to leverage its existing partnership with GE Vernova for new gas-fired generation development, implying continued collaboration on combined-cycle projects.
"You mentioned the partnership that we have with GE, Vernova, and the strong relationship that we have there"
GEV WATCH
Management reaffirmed strong EPS growth trajectory and signaled confidence in beating the midpoint of their guidance ranges for the next three years.
"we will be disappointed if we're not able to deliver financial results at or near the top end of our adjusted earnings per share expectation ranges in 2025, 2026, and 2027"
NEE WATCH
HIGH
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