NextEra Energy posts its Q3 box score as federal hub projects reach 16.5 GW
Tier Tier 3 box score (routine)
NextEra Energy
NEE
Q3 2026
- Revenue (operating revenues, quarter)
- $8.090 billion (Q3 2025: $7.966 billion)
- Revenue change, year on year
- up about 1.6% (calculated from the two same release figures, not stated by the company)
- Net income (GAAP, attributable to NextEra Energy)
- $4.775 billion (Q3 2025: $2.438 billion)
- EPS (diluted, GAAP, as reported)
- $2.28 (Q3 2025: $1.18)
- Adjusted EPS (company label "adjusted")
- $1.24 (Q3 2025: $1.13), up 9.7% as stated
- Key segment line
- FPL net income $1.62 billion (Q3 2025: $1.463 billion). NextEra Energy Resources added 3.7 GW to its backlog, now about 36.7 GW
- AI and data center line
- Three federal hub projects signed, about 16.5 GW, $5.7 billion initial funding year to date. 30 potential hubs in the pipeline, expected to reach 40 by year end
- Guidance
- Reaffirmed, not raised: 2026 adjusted EPS $3.92 to $4.02, targeting the high end
NextEra Energy filed its third quarter results today. Revenue came in at $8.09 billion versus $7.97 billion a year ago, up about 1.6% by our arithmetic from the company's figures. Net income was $4.775 billion, or $2.28 per diluted share, a figure that includes gains on hedges, the company says. That compares with $2.438 billion a year ago. Adjusted earnings per share were $1.24, up 9.7% by the company's count. The company kept its 2026 outlook of $3.92 to $4.02 in adjusted earnings per share. On the AI front, it has signed three federal hub projects for large power users totaling about 16.5 GW. Why it matters to you: AI runs on electricity, and the power players are the offensive line of this season. Filing: NextEra Energy 8-K, filed 21 Oct 2026
NextEra Energy filed Q3 results with revenue of $8.09 billion and kept its 2026 outlook, with about 16.5 GW of federal hub projects signed.
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No named consensus cited. Revenue growth is our arithmetic, labelled as such. GAAP net income includes hedge gains, so the adjusted figure is shown beside it with the company's own label. The Dominion Energy combination is pending and not part of these figures.