NEE · News · 20260922N

Data Center / Load Growth

NEXTERA ENERGY INC · 2026-09-22 · Importance 31 · Surprise 32

NextEra reported adjusted second-quarter 2026 EPS of $1.15, up 9.5% year over year, while first-half EPS increased 9.8%. Management raised expectations for large-load growth at Florida Power & Light and expanded NextEra Energy Resources’ backlog to serve AI-driven data-center demand. The company is advancing gas and nuclear generation solutions for hyperscale customers alongside renewable generation, storage, and transmission investments. The reported growth supports management’s target of 8%–9% annual EPS growth and the company’s broader plan to build power capacity ahead of demand.

Key facts

• Management increased FPL's large-load expectations. source
• Management expanded Energy Resources' backlog. source
• Management advanced gas/nuclear solutions for hyperscalers. source
• Adjusted EPS for Q2 2026 grew 9.5% year-over-year to $1.15. source
• First-half EPS was up 9.8% year-over-year. source
• NextEra Energy trades at a P/E below 18x with a 3.1% dividend yield and targets 8–9% annual EPS growth. source
• The article states NextEra's massive investments in renewables, storage, and transmission position NEE to capitalize on surging demand, especially from AI-driven load growth. source