NEE · NextEra Energy Q2 FY2026 earnings call record财报电话会记录

“We will be making forward-looking statements during this call based on current expectations and assumptions, which are subject to risks and uncertainties.”

“NextEra Energy is uniquely positioned to meet the power demand needs of our customers because we have the scale, financial strength, supply chain, development expertise, and technology to build all forms of energy.”

“Importantly, FPL is positioned to develop new cost-effective solar and storage for the benefit of its customers, because approximately 90% of our generation mix is anchored in baseload gas-fired and nuclear generation, the result of sustained investments over the last 25 years to modernize our power plant fleet while meeting power demand from significant population growth.”

“This project is projected to reduce typical residential electric bills in 2031 by approximately $13 per month based on an independent study performed by the Southwest Power Pool, providing a clear and tangible example of how smart transmission investments can directly improve affordability for customers.”

“Our bring-your-own generation approach with hyperscalers resonates because it provides a way to meet incremental demand either in front of the meter or behind the meter, while helping protect affordability for existing retail customers.”

“As we discussed in May, the combined company is expected to support approximately 11% annual growth in regulatory capital employed through 2032 and 9%+ adjusted EPS growth through 2032, with a 9%+ target through 2035, all off a 2025 base.”

“FPL's capital expenditures were approximately $2.8 billion for the quarter, and we expect FPL's full-year capital investments to be between $12 billion and $13 billion.”

“As John mentioned, FPL had a strong quarter of customer growth, with the average number of customers increasing by over 90,000 from the comparable prior year period.”

“After taking weather into account, second quarter retail sales increased by roughly 0.6% on a weather-normalized basis from the comparable prior year period, driven primarily by continued favorable underlying population growth.”

“We expect to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and are targeting the same from 2032 through 2035, all off the 2025 base of $3.71 of adjusted earnings per share.”

“We also continue to expect to grow our dividends per share at roughly 10% per year through 2026 off a 2024 base, and 6% per year from year-end 2026 through 2028.”

“When you have a bill that's more than 30% lower than national average, 20% lower than it was in 2006, and in real dollars, O&M on a dollar per megawatt-hour basis, that's 70% better than the industry average.”