종목/NEE
N
넥스트에라 에너지
NEENYSE· UtilitiesNextEra Energy, Inc.
$94.59
종가· 5. 13.
$194.1B
시가총액
24.21
PER
$94.59
5. 13. 종가
시가총액
$194.1B
PER
24.21
BEAT4월 23일 (목)장전실제값2026 Q1 실적 발표 결과
EPS 실제
$1.09
예상 $0.97
Surprise
+12.5%
매출
$6.70B
예상 $7.35B
발표 직후 반응
—
최근 5분기:
·이번 분기는 Beat, 5연속 Beat 행진
Beat·Miss 트랙레코드
다음 분기 가이던스
2026 Q1AI 한국어 요약
NextEra Energy continues to expect 2026 adjusted earnings per share to be in the range of $3.92 to $4.02 and is targeting the high end of that range. NextEra Energy also continues to expect a compound annual growth rate in adjusted earnings per share of 8%+ annually through 2032 and is targeting the same from 2032 through 2035, all off the 2025 base of $3.71 adjusted earnings per share. NextEra Energy also continues to expect to grow its dividends per share at a roughly 10% rate per year through 2026, off a 2024 base, and 6% per year from year-end 2026 through 2028.
EPS 추이
최근 5분기컨센서스실적
매출 추이
막대 = 매출 · 점 = YoY %동종업계 비교
Utilities · 시총 상위실적 콜 한국어 요약
AI 한국어 요약edgar:8-K-2.02+EX-99
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
핵심 하이라이트
- Q1 2026 NextEra Energy(합산): GAAP net income attributable $2,182 million, EPS $1.04; Adjusted earnings $2,275 million, Adjusted EPS $1.09. (전년 동기 Adjusted EPS $0.99 → YoY +10%). 컨센서스 대비: 제시 없음.
- FPL: Q1 net income $1,462 million, EPS $0.70; 운영수익 $4,271 million. Q1 CAPEX 약 $3.2 billion, 규제자본투입(regulatory capital employed) 약 +8.8% YoY, 고객 순증 대략 100,000명, 분기 중 약 600 MW 신규 태양광 가동으로 소유·운영 태양광 포트폴리오 >8.5 GW.
- NextEra Energy Resources(NEER): Q1 GAAP net income $1,019 million, EPS $0.49; Adjusted $1,038 million, Adjusted EPS $0.50. 신규 재생에너지·저장 원천화 4 GW를 백로그에 추가(배터리 저장 1.3 GW 포함), 백로그 약 33 GW. 미 상무부 관련 9.5 GW 가스 발전 사업 선정(미·일 공동 소유, NEER가 개발·건설·운영).
운영 코멘트
- 회사는 조정 EPS 성장(연간 8%+)과 가시적(visible) 성장 경로를 강조하며 규제 사업(FPL)과 장기계약/봉쇄형 사업(NEER) 간 균형 있는 성장 구조를 주장.
기업 정보
섹터Utilities
산업Utilities - Regulated Electric
대표이사Mr. Armando Pimentel Jr.
상장일2월 15일 (수)
발행주식수2.09B주
직원수17,400명
회사 소개 보기
NextEra Energy, Inc., through its subsidiaries, generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America. It operates through Florida Power & Light Company (FPL) and NEER segments. The company generates electricity from wind, solar, nuclear, natural gas, and other clean energy assets. It also invests in generation, storage, transmission, and distribution facilities; owns, develops, constructs, manages, and operates generation facilities, including renewables, nuclear and natural gas, and battery storage facilities in the wholesale energy market in the United States and Canada, as well as electric and gas transmission assets, and natural gas pipelines; provides full energy and capacity requirement services; markets and trades in energy-related commodities; and participates in the production of natural gas, natural gas liquids, and oil. As of December 31, 2025, the company had approximately 35,963 megawatts of net generating capacity; approximately 93,000 circuit miles of transmission and distribution lines; and 932 substations. It serves approximately 12 million people through approximately 6 million customer accounts on the east and lower west coasts of Florida. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in 2010. NextEra Energy, Inc. was founded in 1925 and is headquartered in Juno Beach, Florida.
분기 실적 히스토리
최근 5분기| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 23일 (목) | 2026 Q1 | $0.97 | $1.09 | +12.5% | $6.70B | — |
| 12월 1일 (월) | 2025 Q4 | $0.53 | $0.54 | +2.4% | $7.97B | — |