-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：NextEra Energy公布了强劲的2026年第一季度业绩，调整后每股收益增长10.1%至1.09美元，超出市场预期5.8%。FPL和NEER均做出了显著贡献，其中FPL的盈利增长9.4%，主要得益于8.8%的监管资本增长和新增10万用户；NEER的调整后盈利增长13.6%。我们认为这积极验证了NEE均衡的增长模式及其在公用事业同行中的竞争优势。管理层维持了2026年全年调整后每股收益3.92美元至4.02美元的预期，并力争实现区间上限。我们预计FPL 120亿至130亿美元的资本支出计划以及NEER在第一季度新增4吉瓦项目后创纪录的33吉瓦开发储备将继续推动公司增长。美国商务部选择NEER开发9.5吉瓦天然气发电项目，增强了我们对数据中心枢纽战略的信心。我们相信，NEER到2032年调整后每股收益复合年增长率将超过8%，这仍然是该行业最具吸引力的增长前景之一。
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