CLAIM #45528 · Nextera Energy Inc (NEE) · 2025Q3 earnings call · Oct 28, 2025 · due Dec 31, 2027
“I think we've got more quarters to go in terms of filling the '27 piece.”
John Ketchum · CEO
How to check this claim
Look at: Disclosed backlog / signed contracts allocated to 2027 delivery, as reported by the company
It came true if: Company-reported 2027 backlog figure increases from the level disclosed in the Q3 2025 call (as of 2025-10-28) in subsequent quarterly disclosures
Where: Company-disclosed backlog figures (quarterly earnings call / investor presentation)
In context
“be able to satisfy customer needs as we go forward. And that puts us in incredibly good position. Operator: The next question comes from the line of Carly Davenport with Goldman Sachs. Carly Davenport: Maybe just another quick follow-up on the backlog. A lot of the additions this quarter coming beyond the 2027 time frame. So just as we think about that potential pull forward in demand related to the tax credits rolling off that you all have referred to, is that strictly a 2028 plus opportunity? Or is there any opportunity to see that impact '26, '27 as well? John Ketchum: Yes. I think -- the pull forward of demand, Carly, I think it just escalates as you get closer to 2030. So you just continue to see step-ups there. And so for '26 and '27, we feel very good about where we sit right now. I think we've got more quarters to go in terms of filling the '27 piece. But again, we look at our financial plan for '26 and '27 in good shape. And what I'm really focused on is that '28, '29, '30 because there's just so many opportunities, as you look to the back end of that decade and that natural pull forward that you mentioned that we've seen historically where we could see a lot of customer demand, not only in '28, but in '29 and '30, and we're so well positioned around FEOC and around our safe harbor position. I think we have some very unique competitive advantages that we will highlight and spend more time on in December. So as I look at the pipeline shaping up around 30 gigs and the way it's shaping up by year, I feel very good about where we sit. Carly Davenport: Great. And then maybe just back on Duane Arnold. The $0.16 of average accretion that you”
Verify independently
SEC filings for NEE ↗ · Claim quote is verbatim from the 2025Q3 earnings call.