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What's in Store for NextEra Energy Partners (NEP) in Q2 Earnings?

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NextEra Energy Partners, LP (NEP - Free Report) is scheduled to release second-quarter 2024 results on Jul 24, before market open. The firm delivered an earnings surprise of 525% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Factors to Note

The firm’s second-quarter earnings are expected to have benefited from the continued expansion of its high-quality portfolio of renewable energy sources.

The firm is expected to have continued to benefit from the sale of its Texas natural gas pipeline portfolio that was completed in December 2023. The firm is expected to have used the proceeds to complete its NEP Renewables II buyouts in June 2024, which should have expanded its wind and solar generation facilities and improved its overall quarterly results.

The firm’s second-quarter earnings are likely to have gained from its focus on investing in long-term contracted clean energy assets with attractive cash flows.

The firm continues to enjoy structural tax advantages and is not likely to pay meaningful U.S. taxes for at least 15 years. This might have also boosted its earnings in the to-be-reported quarter.

However, higher depreciation and amortization expenses might offset some positives.

Q2 Expectations

The Zacks Consensus Estimate for NextEra Energy Partners’ earnings is pegged at 59 cents per unit, implying a year-over-year increase of 11.3%.

The Zacks Consensus Estimate for revenues is pinned at $366.9 million, indicating a 4.8% improvement year over year.

What Our Quantitative Model Predicts

Our proven model predicts an earnings beat for NextEra Energy Partners this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
 

Earnings ESP: NEP’s Earnings ESP is +8.11%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: Currently, the firm carries a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here.

Other Stocks to Consider

Here are a few other players from the same sector that have the right combination of elements to come up with an earnings beat this reporting cycle.

CNX Resources (CNX - Free Report) is expected to come up with an earnings beat when it reports second-quarter results on Jul 25, before market open. It has an Earnings ESP of +6.21% and a Zacks Rank #3 at present.

The Zacks Consensus Estimate for second-quarter earnings has decreased 6.9% to 27 cents per share in the past 30 days. It delivered an average earnings surprise of 58.1% in the last four quarters.

Plains All American Pipeline (PAA - Free Report) is likely to come up with an earnings beat when it announces second-quarter results on Aug 2, before market open. It has an Earnings ESP of +2.25% and a Zacks Rank #2 at present.

The Zacks Consensus Estimate for second-quarter earnings has increased 26.9% to 33 cents per unit in the past 60 days. The firm delivered an average earnings surprise of 20.1% in the last four quarters.

Energy Transfer (ET - Free Report) is expected to post an earnings beat when it announces second-quarter results on Aug 7, after market close. It has an Earnings ESP of +12.36% and a Zacks Rank #3 at present.

The Zacks Consensus Estimate for second-quarter earnings has increased 5.9% to 36 cents per unit in the past 60 days. The firm delivered an average earnings surprise of 1.7% in the last four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

 

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