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Wed, Jul 23

NEWS: NextEra beats quarterly profit estimates on massive power demand

NextEra topped Wall Street’s estimates for Q2 earnings thanks to significant renewables growth in this high-demand, hyperscaler-focused reality. So why did shares of the largest electric utility holding company by market cap fall yesterday? (Reuters)

  • Concerns about the future of renewable energy tax credits—which analysts say could seriously hamstring NextEra’s long-term profit growth.

  • Two other interesting stats: Florida Power & Light, NextEra’s regulated utility, reported net income of $1.3B, up 4% from a year earlier. And its renewables business, NextEra Energy Resources, reported net income of $983M, up 78% year-over-year.

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