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CLAIM #45522 · Nextera Energy Inc (NEE) · 2025Q3 earnings call · Oct 28, 2025 · due Dec 31, 2026

So we're just shifting that from '25 to '26.

John Ketchum · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: The specific 250 MW project(s) delayed by permitting entering service, as reported in company backlog/in-service disclosures

It came true if: That 250 MW (or the associated project capacity) is placed into service during fiscal year 2026 rather than 2025

Where: Company-disclosed backlog and megawatts placed in service (quarterly earnings materials / 10-K supplemental disclosures)

In context

and we are just seeing a lot of demand for renewables and storage in the market. And remember, so out of that 3 gigawatts, we put 1.7 gigawatts into service in the quarter. And really, I think what you're referencing is the 900 megawatts. Let me just break that down. So we removed 650 megawatts from backlog, which was pretty conservative by us. I think you know we're pretty conservative on how we manage the backlog. We did that for various development reasons. And this is really on some smaller projects that we are really -- that we're continuing to manage, as we move forward. I think we're going to get it all back in '26 and '27 on that 650 megawatts. So it will just come a little bit later. And then there was another 250 megawatts that we just had a little bit of a permitting delay on. So we're just shifting that from '25 to '26. And when you put that 900 megawatts together, it's what, call it, 130 of the backlog, but feel good about getting all of that back. It just comes a little bit later in time. Otherwise, had you included that, we would have been at the bottom end of the '24, '25 range. And I think as investors saw, we've reaffirmed our expectations through '27, including the fact we'd be disappointed not to be at the high end of the range. And so these moves really just don't have any impact on our ability to meet our financial expectations that we've communicated to investors. And as you look out, a lot of positives to see in the backlog. I mean '28 and beyond are shaping up unbelievably well. We just got a great head start on those years. So overall, we're in really, really good shape where we sit now. An

Verify independently

SEC filings for NEE · Claim quote is verbatim from the 2025Q3 earnings call.