| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 21, 2026 | 8/12 | 1 high, 4 medium, 4 low flags | 1 | 0 | Call sheet → |
| Q2'26 | July 24, 2026 | 5/12 | 2 high, 3 medium, 2 low flags | 1 | 1 | Call sheet → |
| Q1'26 | April 23, 2026 | 10/12 | 2 medium, 4 low flags | 1 | 1 | Call sheet → |
| Q4'25 | January 27, 2026 | 11/12 | 1 medium, 5 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | Expect the Dominion Energy combination to close in the second half of 2027. Reaffirmed this quarter with the same second-half-2027 close expectation, alongside updated state procedural schedules. |
| Q3'26 | Exceeded | Continue to progress discussions on definitive agreements with the U.S. and Japanese governments for up to 9.5 GW of gas-fired generation in Texas and Pennsylvania. This quarter management disclosed signed definitive agreements for three federal hub projects totaling 16.5 GW with $5.7 billion in initial funding secured, well beyond the prior 9.5 GW discussion stage. |
| Q3'26 | Pending | Duane Arnold nuclear plant remains on track to be brought back online no later than Q1 2029. Reaffirmed this quarter with incremental progress, a $1.9 billion DOE loan closed to support the restart. |
| Q3'26 | Pending | FY2026 adjusted EPS guidance of $3.92-$4.02, targeting the high end. Reaffirmed unchanged this quarter with the same high-end targeting language; year not yet complete. |
| Q3'26 | Pending | Expect FPL full-year capital investments to be between $12 billion and $13 billion. Full year not yet complete; guide was revised down to 'approximately $12 billion' this quarter, a downward revision within the existing range rather than a miss. |
| Q3'26 | Pending | Expect the hub pipeline count to rise from 30 to 40 by year-end. Count remains frozen at 30 this quarter with identical restated target; deadline not yet reached but zero visible progress toward it. |
| Q3'26 | Pending | FPL advancing negotiations and continues to expect to announce at least one large load transaction under FPL's tariff by the end of the year. Reiterated nearly verbatim this quarter without a signed deal; this is now at least the second consecutive quarter of the same 'by year end' commitment. |
| Q2'26 | Pending | Maintain 8% plus EPS growth through 2032 H1 growth of 9.8% YoY supports trajectory |
| Q2'26 | Delivered | File Dominion merger with state commissions Filed with VA, NC, and SC commissions on July 15 as promised |
| Q2'26 | Pending | Add 900 MW solar and 1.4 GW storage at FPL in 2026 Added 4 solar sites in Q2, tracking to plan |
| Q2'26 | Pending | Duane Arnold back online by Q1 2029 On track with NRC approval and minority buyout completed |
| Q2'26 | Pending | Announce at least one FPL large load transaction by year-end Reiterated but no visible progress despite '12 GW in advanced discussions' |
| Q2'26 | Pending | Reach 40 data center hubs by year-end Still at 30 hubs halfway through the year, unchanged from Q1 |
| Q2'26 | Missed | Complete federal hub definitive agreements in 2-3 months Now just 'continuing to progress' with no timeline provided |
| Q1'26 | Delivered | First Rewire AI products launched Conduit, Generation Entitlement, and Grid Composer now in market |
| Q1'26 | Pending | Point Beach recontracting discussions Active but no specifics on timing or interested parties |
| Q1'26 | Pending | NextEra Transmission to grow to $20B by 2032 Making progress but modest additions this quarter |
| Q1'26 | Pending | Duane Arnold back online no later than Q1 2029 On track - NRC license transfer approved this month |
| Q1'26 | Pending | 15 GW of generation for data centers by 2035 Still early but now talking about 4 origination channels suggesting complexity |
| Q1'26 | Missed | At least one FPL large load customer signed by end of 2025 Now pushed to 'by end of 2026' with same language - concerning pattern |
| Q4'25 | Delivered | Supply chain security for development plans Solar and battery supply secured through 2029 |
| Q4'25 | Delivered | Point Beach and Seabrook nuclear marketing efforts Both facilities being actively marketed, Point Beach partial deal done |
| Q4'25 | Pending | Duane Arnold restart by Q4 2028 to Q1 2029 Timeline reaffirmed, regulatory approvals pending |
| Q4'25 | Exceeded | Energy Resources backlog growth through strong origination Added 13.5 GW in 2025, record 3.6 GW in Q4 |
| Q4'25 | Delivered | FPL rate agreement decision by November 20, 2025 Commission approved unanimously, final order issued |
| Q4'25 | Delivered | Continue to expect growth at or above 6-8% through 2027 Delivered 8%+ growth in 2025, maintained high-end expectations |
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