NextEra Energy (NEE) is scheduled to announce Q4 earnings results on Tuesday, January 27th, before market open.
The consensus EPS estimate is $0.53 (flat Y/Y), and the consensus revenue estimate is $6.79B (+26.0% Y/Y).
Over the last 2 years, NEE has beaten EPS estimates 100% of the time and has beaten revenue estimates 13% of the time.
Over the last 3 months, EPS estimates have seen 1 upward revision and 12 downward. Revenue estimates have seen 3 upward revisions and 6 downward.
Cautious SA author Luca Socci notes that NextEra Energy sits at the center of the U.S. power-demand boom, fueled by AI-driven infrastructure needs and population growth. The company benefits from a highly predictable regulated utility model paired with a faster-growing renewables business. Execution remains strong, supported by clear visibility on capex, stable regulated returns, and a long-term EPS growth outlook above 8%. According to Socci, the challenge is not the fundamentals, it is the valuation. With the market already pricing in consistent outperformance, current multiples leave a limited margin of safety.
