NextEra Energy, Inc.

NYSE:NEE 주식 리포트

시가총액: US$187.8b

NextEra Energy 과거 순이익 실적

과거 기준 점검 5/6

NextEra Energy은 연평균 17.8%의 비율로 수입이 증가해 온 반면, Electric Utilities 산업은 수입이 6% 증가했습니다. 매출은 연평균 10.8%의 비율로 증가했습니다. NextEra Energy의 자기자본이익률은 9.8%이고 순이익률은 29.4%입니다.

핵심 정보

17.82%

순이익 성장률

16.69%

주당순이익(EPS) 성장률

Electric Utilities 산업 성장률6.28%
매출 성장률10.78%
자기자본이익률9.84%
순이익률29.37%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha May 19

NextEra Energy: Buying The Dominion Deal

Summary NextEra Energy (NEE) announces a $66.8B all-stock merger with Dominion Energy, creating a 10MM-customer utility and 110GW generation fleet. NEE targets immediate adjusted EPS accretion, a 9%+ EPS CAGR through 2030, and a $138B regulated capital base growing 11% annually. The combined entity gains a dominant position in data center load growth, becoming the top US regulated utility by size and growth. I rate NEE a Buy, acknowledging regulatory and integration risks but highlighting attractive growth targets and strategic asset positioning. Read the full article on Seeking Alpha
내러티브 업데이트 May 04

NEE: Data Center Power Demand And Project Execution Will Drive Future Returns

Analysts have lifted the implied fair value for NextEra Energy by about $5 to $98.48 per share. This reflects updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a somewhat higher future P/E multiple after a series of recent price target revisions across the Street.
새로운 내러티브 Apr 27

NEE Valuation — The Convergence of Grid Stability and AI Growth

​As of late April 2026, NextEra Energy (NEE) trades near its 52-week high of $96, buoyed by a robust Q1 earnings beat ($1.09 vs. $0.92 est.) and a record-breaking 33 GW renewables backlog.
새로운 내러티브 Apr 22

NextEra Energy (NEE): The Renewable Powerhouse and the "Grid Modernization" Pivot

NextEra Energy (NEE) , the world’s largest renewable energy company and owner of Florida Power & Light (FPL), enters Wednesday, April 22, 2026 , in a state of high-stakes anticipation. Trading at $91.31 USD —holding steady ahead of tomorrow’s Q1 earnings release—the stock is navigating a delicate balance between its regulated utility stability and its aggressive clean energy growth.
내러티브 업데이트 Apr 19

NEE: Data Center And Gas Project Execution Will Likely Trail EPS Ambitions

Analysts have raised the price target on NextEra Energy by about $2.70 to reflect updated views on fair value, slightly higher assumed revenue growth, a modestly lower profit margin outlook, and a higher future P/E multiple supported by recent Street research. Analyst Commentary Recent Street research on NextEra Energy reflects a mix of optimism about long term demand for power and data center related growth, alongside a clear pocket of caution.
내러티브 업데이트 Apr 05

NEE: Data Center Power Demand Will Support Long Term EPS Roadmap

Analysts have raised their average price targets on NextEra Energy by a few dollars per share, pointing to stronger expected revenue growth supported by rising power demand from data centers and new generation projects, while still factoring in execution risks around long term EPS goals and gas plant contracts. Analyst Commentary Bullish analysts have been increasing their price targets on NextEra Energy by low single digit dollar amounts, citing stronger expected revenue supported by new generation projects and rising power demand from large load customers such as data centers.
내러티브 업데이트 Mar 22

NEE: Data Center Power Deals Will Likely Lag Elevated EPS Ambitions

Analysts have inched their average price target for NextEra Energy higher to the low $100s, citing stronger long term EPS growth targets, solid operating margins, and growing power demand from large load customers such as data centers as key supports for the new valuation range. Analyst Commentary Recent Street research points to a split view on NextEra Energy, with several firms lifting price targets into the low US$100s while still flagging execution and policy risks that could affect how the story plays out over time.
내러티브 업데이트 Mar 07

NEE: Data Center Power Demand And Execution Risks Will Shape Returns

Our analyst fair value estimate for NextEra Energy has edged up from $90.83 to $93.65 as analysts raise price targets into the $100+ range and highlight strong demand for new power generation, improved margin assumptions, and the potential for data center related growth. Analyst Commentary Recent Street research on NextEra Energy clusters around rising price targets and renewed focus on long term earnings growth tied to power demand, especially from large load customers such as data centers.
내러티브 업데이트 Feb 21

NEE: Long Term EPS Roadmap And Data Center Demand Will Matter

Analysts have lifted their fair value estimate for NextEra Energy from $103.00 to $111.00, reflecting updated price targets that point to steadier growth assumptions, slightly higher profit margins, and a richer future P/E multiple supported by recent research highlighting stronger long term EPS ambitions and resilient utility fundamentals. Analyst Commentary Recent research around NextEra Energy is generally constructive, with several bullish analysts adjusting their price targets and ratings in response to the company’s updated long term guidance and perceived earnings power.
내러티브 업데이트 Feb 07

NEE: Nuclear Optimism Will Likely Outpace Execution On New Data Center Deals

Narrative Update The updated analyst work trims our fair value estimate for NextEra Energy by a small amount to $70.45, reflecting slightly lower revenue growth assumptions, a modestly higher discount rate, and a future P/E of about 19.2x that remains aligned with the recent series of upward price target revisions from multiple firms. Analyst Commentary Street research on NextEra Energy has leaned constructive on the headline price targets, but there are still some points you should watch closely.
내러티브 업데이트 Jan 24

NEE: Nuclear Restart Optimism Will Likely Outrun Real Earnings Upside

Analysts lifted their fair value estimate for NextEra Energy from about $60 to roughly $71, citing a combination of updated price targets, expectations for a higher future P/E multiple, and modestly stronger profit margins supported by recent research commentary on nuclear restart potential and broader utility sector revisions. Analyst Commentary Recent research on NextEra Energy has been mixed, with several firms updating their price targets and assumptions as they revisit the broader utilities sector and the company specific nuclear restart potential.
내러티브 업데이트 Jan 09

NEE: Duane Arnold Nuclear Restart And AI Power Demand Will Support Upside

Analysts now see slightly lower upside for NextEra Energy, trimming the average price target by about $0.30 as they weigh recent target resets along with updated assumptions around profit margins and future P/E levels. Analyst Commentary Recent research on NextEra Energy points to a mixed but generally constructive view, with several price target increases balanced by one modest trim and some caution on how much future growth is already reflected in the share price.
내러티브 업데이트 Dec 14

NEE: Duane Arnold Nuclear Restart Will Drive Long Term AI Power Demand

Analysts have nudged their average price target on NextEra Energy slightly higher to approximately $91.14, reflecting continued confidence in the company’s above market revenue growth and resilient margins, despite mixed individual target revisions across the Street. Analyst Commentary Recent research updates on NextEra Energy highlight a generally constructive backdrop, with multiple upward price target revisions offset by a few modest trims.
내러티브 업데이트 Nov 29

NEE: Duane Arnold Restart And Data Center Demand Will Shape Sector Prospects Amid Policy Changes

NextEra Energy's analyst price target shifted from $91.05 to $91.00, reflecting modest adjustments based on recent analyst updates that highlight sector-wide performance and evolving expectations for regulated utility growth. Analyst Commentary Recent research coverage provides insight into how market watchers are calibrating expectations for NextEra Energy as sector fundamentals shift and utility valuations adjust.
내러티브 업데이트 Nov 15

NEE: Sector Partnerships and Renewable Shifts Will Support Balanced Outlook Amid Policy Uncertainty

NextEra Energy's average analyst price target has increased substantially, rising from $84 to $96 per share. Analysts cite constructive policy developments, high-profile corporate partnerships, and sustained earnings growth potential as key drivers supporting a more positive valuation outlook.
내러티브 업데이트 Nov 01

NEE: Long-Term Clean Energy Demand Will Drive Future Performance

The analyst consensus price target for NextEra Energy has increased by over $4 to $91.00. Analysts cite constructive developments related to power purchase agreements and sustained demand for clean energy assets as reasons for the adjustment.
내러티브 업데이트 Oct 17

AI And Renewables Will Drive A Resilient Energy Future

NextEra Energy’s analyst fair value target has increased to $86.79, up from $83.59. Analysts cite strong rate base growth supported by elevated demand for electricity and constructive sector regulation.
내러티브 업데이트 Oct 03

AI And Renewables Will Drive A Resilient Energy Future

The analyst price target for NextEra Energy was adjusted slightly lower by $1 to $95. Analysts cited updates to sector valuations and regulatory developments affecting regulated utilities and renewable energy providers as reasons for the adjustment.
분석 기사 Jul 01

NextEra Energy (NYSE:NEE) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jun 16

There Are Reasons To Feel Uneasy About NextEra Energy's (NYSE:NEE) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
분석 기사 Jun 01

Getting In Cheap On NextEra Energy, Inc. (NYSE:NEE) Might Be Difficult

With a price-to-earnings (or "P/E") ratio of 26.4x NextEra Energy, Inc. ( NYSE:NEE ) may be sending bearish signals at...
Seeking Alpha Apr 24

NextEra Energy Vs. XLU: Yield Spread Favors Buying NEE

Summary Since my last writing, the XLU-NEE yield spread has plunged to the lowest level in at least a decade. This indicates that NEE’s valuation risk is extremely low compared to the broader utility sector. I am optimistic for NEE to sustain ~10% annual dividend growth rate given its past dividend growth record and the guidance provided in its Q1 earnings report. Despite its better – much better - dividend consistency and growth potential, NEE is currently priced at almost identical valuation ratios as XLU. Read the full article on Seeking Alpha
새로운 내러티브 Apr 08

Heavy Investments Will Expand US Energy Infrastructure

Strategic investments in U.S. energy infrastructure and Florida's growing population are key to boosting NextEra Energy's operational capacity and FPL’s revenue.
Seeking Alpha Mar 18

NextEra Energy In New Era (Rating Downgrade)

Summary NextEra Energy is a utility and energy project holding company with a $148 billion market capitalization and a current dividend of 3.1%. NextEra has two parts: a strong Florida electric utility and a division that develops, constructs, and operates generation and transmission assets, particularly renewables. The increased electricity demand backdrop is offset by changes in energy policy (broader solution set that includes hydrocarbons) and the unknown effect of cutting government spending by up to $2 trillion. Read the full article on Seeking Alpha
Seeking Alpha Feb 19

NextEra Energy's Future: Balancing Renewable Expansion And Policy Risks

Summary NextEra Energy benefits from Trump's pro-energy policies, enabling faster deployment of renewable projects and enhancing market competitiveness through simplified permits and tax benefits. Despite underperforming peers, NextEra's long-term growth potential is strong due to disciplined capital allocation, robust revenue growth, and strategic investments in renewable energy. Heavy debt levels and regulatory risks pose challenges, but NextEra's operational excellence and strategic positioning make it a compelling long-term investment. NextEra's partnership with GE Vernova and plans to revive the Duane Arnold nuclear plant are positive catalysts for future stock performance. Read the full article on Seeking Alpha
Seeking Alpha Feb 09

NextEra Energy: Yield Spread Shows It's Still A Hold

Summary I am still seeing a mixed return/risk profile for NEE despite a 17% price pullback since my last analysis. The pullback has certainly made its P/E and yield more attractive. However, risk-free rates have risen in the meantime, pressuring its valuation and counterbalancing its higher yield and lower P/E. Judging by yield spread, the current risk premium is among the highest levels in multi-years. Read the full article on Seeking Alpha
Seeking Alpha Jan 08

NextEra Energy: One Of My Favorite Dividend Aristocrats

Summary NextEra Energy, Inc. boasts nearly three decades of dividend growth, robust financial health, and is expected to hike its dividend by 10%. NEE's Q3 results showed a 5.5% revenue increase and 9.6% EPS growth, despite Hurricane Helene's impact, highlighting its resilience and effective investments. Florida's economic growth and NEE's strategic investments support high-single digit annual EPS growth, with shares currently undervalued by approximately 10%. NEE's strong balance sheet and consistent dividend growth make it a reliable investment, with potential for double-digit annual total returns over the coming years. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Watts Up With This Stock? The Dividend Power Of NextEra Energy

Summary NextEra Energy is well-positioned to capitalize on rising power demand, driven by AI, data centers, and industrial electrification, with a strong growth outlook. The company boasts a 29-year track record of dividend hikes, targeting 10% annual growth through 2026, making it attractive for income investors. Despite its premium valuation, NextEra's operational efficiency and renewable energy focus provide a competitive edge, with potential upside if interest rates ease. Risks include higher valuation compared to peers, reliance on renewable energy, and financial unpredictability from natural disasters like hurricanes. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

NextEra Energy: Executing Well Amidst The Storm

Summary NEER solidified its growth outlook this quarter with yet another strong origination, alongside two framework agreements signed with Fortune 50 companies. FPL executed well amidst the two hurricanes, demonstrating the high quality nature of the business and the management team. The fundamentals in Florida remain solid, which will likely continue to be a growth driver for the business. With the growing backlog that extends well into 2027, the visibility into their 2027 targets continue to improve, which makes me confident about the company's ability to exceed the high end of guidance. Read the full article on Seeking Alpha
Seeking Alpha Oct 28

Utility Dashboard: Hold NextEra Energy, But Avoid XLU

Summary Traditional wisdom considers utility stocks safe haven investments for good reason. They offer a combination of growth and quasi-bond features (such as generous yields and relative predictable earnings). However, now is a bad time to apply such wisdom, especially when applied blindly. The combination of rate changes, valuation expansion and growth potential has made XLU one of the most overvalued sectors on our dashboard. In contrast, leading stocks in the sector like NEE offer a better-rounded package of growth and valuation – at least relative to the sector average represented by XLU. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

NextEra Energy: Made For This Moment But I Can't Invest

Summary Since 2016, NEE's dividend yield has rarely exceeded 3% for any sustained period, indicating limited appeal as a high-yield dividend stock. NEE has a huge scale. It is the largest green energy producer in the world. Long-term revenue and dividend growth seem assured, but it is hard to justify investing now at current share values. Read the full article on Seeking Alpha
Seeking Alpha Sep 15

Buy NextEra Stock To Benefit From Strengthening Electricity Demand

Summary NextEra Energy is poised to benefit from increased electricity demand due to AI, battery-powered vehicles, and Florida's population growth. Large investors are bullish on electric utilities, driven by data centers' growing demand for clean energy. Regulatory risks are not very high, with potential boosts from permitting reform and possible new waivers on solar panel imports. NextEra's strong growth outlook and attractive valuation make it a buy. Read the full article on Seeking Alpha
Seeking Alpha Aug 19

NextEra Energy: Becoming A Renewables And Utilities Juggernaut

Summary NextEra Energy has two main businesses: FPL, the largest electric utility in Florida, and NEER, the world's largest generator of renewable energy. FPL has strong tailwinds arising from positive regulatory environment and as Florida sees strong GDP and population growth. NEER's revenues mainly comes from long-term PPAs, with 93% of revenues coming from long-term contracts. NEER's prospects continue to improve given increasing power demand and higher renewables and storage additions in the next few years. FPL is executing well with low bills and high reliability for customers, setting itself well for the rate case filing in 2025. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

NextEra Energy가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:NEE 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2627,8668,184-2710
31 Dec 2527,4126,835-2670
30 Sep 2526,2976,503-2650
30 Jun 2525,8995,918-2640
31 Mar 2525,2695,511-2630
31 Dec 2424,7536,946-2620
30 Sep 2426,2466,953-2590
30 Jun 2425,8506,319-2550
31 Mar 2427,1297,492-2510
31 Dec 2328,1147,310-2450
30 Sep 2327,4007,622-2270
30 Jun 2326,9488,099-2350
31 Mar 2324,7826,684-1920
31 Dec 2220,9564,147-2540
30 Sep 2219,8383,829-2230
30 Jun 2217,4892,580-2180
31 Mar 2216,2331,456-2630
31 Dec 2117,0693,573-2570
30 Sep 2116,4182,364-2440
30 Jun 2116,8333,146-2290
31 Mar 2117,1104,164-2120
31 Dec 2017,9972,919-2000
30 Sep 2018,1903,899-1980
30 Jun 2018,9773,550-1980
31 Mar 2019,7423,510-1860
31 Dec 1919,2043,769-1850
30 Sep 1919,0063,216-1650
30 Jun 1917,8513,340-1520
31 Mar 1916,9452,887-1680
31 Dec 1816,7276,638-1680
30 Sep 1816,3258,373-1890
30 Jun 1816,7168,216-2000
31 Mar 1817,0588,228-1590
31 Dec 1717,1735,380-1510
30 Sep 1716,8834,189-1010
30 Jun 1716,8814,095-530
31 Mar 1716,2923,842-430
31 Dec 1616,1382,906-1440
30 Sep 1616,5262,45300
30 Jun 1616,6742,57900
31 Mar 1617,2172,75500
31 Dec 1517,4862,75200
30 Sep 1518,0813,12900
30 Jun 1517,7812,91000

양질의 수익: NEE는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: NEE의 현재 순 이익률 (29.4%)은 지난해 (21.8%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NEE의 수익은 지난 5년 동안 연평균 17.8% 증가했습니다.

성장 가속화: 지난 1년간 NEE 의 수익 증가율(48.5%)은 연간 평균(17.8%)을 초과합니다.

수익 대 산업: NEE의 지난 1년 수익 증가율(48.5%)은 Electric Utilities 업계의 9.5%를 상회했습니다.


자기자본이익률

높은 ROE: NEE의 자본 수익률(9.8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 11:09
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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분석가 소스

NextEra Energy, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
David ParkerBaird
Daniel FordBarclays