NYSE$NEE

NextEra Energy Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

NextEra Energy reported strong fourth-quarter and full-year 2023 financial results, exceeding adjusted earnings per share expectations and demonstrating robust operational performance at both FPL and NextEra Energy Resources.

NextEra Energy reported Q4 2023 net income attributable to NextEra Energy on a GAAP basis of $1.210 billion, or $0.59 per share, compared to $1.522 billion, or $0.76 per share, for Q4 2022. On an adjusted basis, the company's Q4 2023 earnings were $1.067 billion, or $0.52 per share, compared to $1.011 billion, or $0.51 per share, in Q4 2022. NextEra Energy Resources had a record year of new renewables and storage origination, adding approximately 9,000 megawatts to its backlog.

  • NextEra Energy exceeded the high end of its adjusted earnings per share expectations range due to strong operational and financial performance at both FPL and NextEra Energy Resources.
  • FPL continues to deliver for its customers with a focus on keeping bills affordable, delivering exceptional reliability and executing its well-established capital plan.
  • NextEra Energy Resources had its best-ever year of new renewables and storage origination, adding approximately 9,000 megawatts to its backlog.
  • NextEra Energy expects to grow 6% to 8% off the 2024 adjusted earnings per share range for 2025 and 2026.

Headline financials

Total Revenue

$6.88B

Previous: $6.16B+11.6%
EPS (adj)

$0.52

Previous: $0.51+2.0%
Capital Expenditures

-$2.09B

No prior period
Free Cash Flow

$784M

No prior period
Net Income

$914M

Previous: $1.52B-39.9%
Operating Income

$2.66B

Previous: $2.05B+30.1%
Gross Profit

$4.41B

Previous: $3.4B+29.9%

Revenue & EPS history

NextEra · Revenue · Quarterly

$6.88B

Q4 2023+11.6%vs Q4 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

NextEra · $7.14B total across 2 segments · Q3 2023

  • FPL
    $5.48B+7.9%
  • Energy Resources
    $1.67B+1.0%

Forward guidance

NextEra Energy's long-term financial expectations remain unchanged. For 2024, NextEra Energy continues to expect adjusted earnings per share to be in the range of $3.23 to $3.43. For 2025 and 2026, NextEra Energy expects to grow 6% to 8%, off the 2024 adjusted earnings per share range. This translates to a range of $3.45 to $3.70 for 2025 and $3.63 to $4.00 for 2026.

Tailwinds

  • Adjusted earnings per share to be in the range of $3.23 to $3.43 for 2024.
  • Expects to grow 6% to 8%, off the 2024 adjusted earnings per share range for 2025 and 2026.
  • Expects adjusted earnings per share to be in the range of $3.45 to $3.70 for 2025.
  • Expects adjusted earnings per share to be in the range of $3.63 to $4.00 for 2026.
  • Continues to expect to grow its dividends per share at a roughly 10% rate per year through at least 2024, off a 2022 base.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+1.3%

Avg return

30 days after

56%

41 / 73 earnings

Positive

+9.6%

Q3 2023

Best reaction

-11.3%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+7.2%-1.6%
Q4 2025+1.4%+2.8%+7.6%
Q3 2025-2.9%-5.4%-0.6%
Q2 2025-0.1%+5.8%-0.9%
Q1 2025+0.9%-0.7%+1.7%
Q4 2024+5.2%+2.4%+3.4%
Q3 2024-1.1%-1.0%-9.2%
Q2 2024+1.8%+3.1%+10.5%
Q1 2024+1.9%+1.0%+15.3%
Q4 2023+2.6%+4.0%-0.4%
Q3 2023+9.6%+9.2%+11.5%
Q2 2023-1.5%-3.5%-11.0%
Q1 2023-6.3%-3.0%-7.1%
Q4 2022-8.9%-10.5%-13.1%
Q3 2022+2.7%+2.4%+13.1%
Q2 2022+2.7%+1.9%+13.7%
Q1 2022-9.3%-9.7%-12.6%
Q4 2021-11.3%-11.5%-7.9%
Q3 2021+2.2%+2.8%+7.7%
Q2 2021+1.0%+2.3%+13.3%
Q1 2021-2.7%-3.2%-7.6%
Q4 2020-7.7%-6.9%-14.7%
Q3 2020+0.4%+0.6%+0.4%
Q2 2020-1.2%+0.2%+0.5%
Q1 2020+2.4%+3.5%-0.7%
Q4 2019+2.6%+2.2%+6.7%
Q3 2019+1.4%+1.8%+1.0%
Q2 2019+0.2%+2.0%+7.0%
Q1 2019-0.2%+0.7%+6.9%
Q4 2018-4.3%-3.7%+4.4%
Q3 2018+1.7%-1.6%+2.0%
Q2 2018-1.2%-2.3%+1.5%
Q1 2018-0.5%+1.8%+0.0%
Q4 2017+1.7%+3.5%+2.1%
Q3 2017+1.3%+0.8%+1.4%
Q2 2017+1.1%+2.1%+4.9%
Q1 2017+1.4%+1.5%+4.9%
Q4 2016+3.1%+3.3%+10.3%
Q3 2016+0.1%-2.0%-9.1%
Q2 2016-0.8%+0.1%-5.3%
Q1 2016+0.6%
Q4 2015+4.7%
Q3 2015-2.2%
Q2 2015+1.3%
Q1 2015-3.1%
Q4 2014+0.1%
Q3 2014+0.9%
Q2 2014-3.3%
Q1 2014+2.0%
Q4 2013+2.2%
Q3 2013+3.9%
Q2 2013+2.1%
Q1 2013+0.1%
Q4 2012-0.6%
Q3 2012-1.4%
Q2 2012+3.3%
Q1 2012+0.9%
Q4 2011-2.2%
Q3 2011-2.7%
Q2 2011-2.5%
Q1 2011+1.7%
Q4 2010-1.0%
Q3 2010+1.1%
Q2 2010+0.5%
Q1 2009-1.2%
Q1 2010+2.4%
Q4 2009+1.1%
Q3 2008-2.1%
Q2 2008-2.1%
Q3 2009-2.1%
Q2 2009-0.9%
Q4 2007-0.9%
Q4 2008-0.9%

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