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NextEra Energy Partners (NEP) Up 2.4% Since Last Earnings Report: Can It Continue?

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It has been about a month since the last earnings report for NextEra Energy Partners (NEP - Free Report) . Shares have added about 2.4% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is NextEra Energy Partners due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

NextEra Energy Partners Q2 Earnings Top, Revenues Lag

NextEra Energy Partners, LP reported second-quarter 2018 earnings of $1.43 per unit, surpassing the Zacks Consensus Estimate of 49 cents by a whopping 191.8%. The bottom line was also significantly better than the year-ago quarter’s bottom line of 24 cents.

Revenues

In the quarter under review, NextEra Energy Partners revenues came in at $225 million, missing the Zacks Consensus Estimate of $278 million by 19.2%. However, the top line improved 2.3% on a year-over-year basis.

Operational Update

In the reported quarter, NextEra Energy Partners total adjusted operating expenses were $118 million, down 7.8% year over year.

Interest expenses were $21 million, down 65.6% year over year.

Financial Condition

NextEra Energy Partners had cash and cash equivalents of $654 million as of Jun 30, 2018 compared with $154 million as of Dec 31, 2017.

Long-term debt was $3,509 million as of Jun 30, 2018 compared with $4,218 million as of Dec 31, 2017.

Net cash from operating activities at the end of the first half of 2018 was $183 million, lower than $190 million in the year-ago period.

In the first half of 2018, the company’s total capital expenditure was only $7 million compared with $328 million in the prior-year period.

Guidance

NextEra Energy Partners continues to expect adjusted EBITDA of $1-$1.15 billion for 2018 and cash available for distribution (CAFD) in the range of $360-$400 million.

How Have Estimates Been Moving Since Then?

It turns out, fresh estimates flatlined during the past month.

VGM Scores

Currently, NextEra Energy Partners has a nice Growth Score of B, however its Momentum is doing a bit better with an A. Following the exact same course, the stock was allocated a grade of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Based on our scores, the stock is equally suitable for value and momentum investors while growth investors may want to look elsewhere.

Outlook

NextEra Energy Partners has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.


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