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Side-by-side financial comparison of NextEra Energy (NEE) and TIMKEN CO (TKR). Click either name above to swap in a different company.
NextEra Energy is the larger business by last-quarter revenue ($6.0B vs $1.1B, roughly 5.4× TIMKEN CO). NextEra Energy runs the higher net margin — 25.6% vs 5.6%, a 20.0% gap on every dollar of revenue. On growth, NextEra Energy posted the faster year-over-year revenue change (11.1% vs 3.5%). Over the past eight quarters, NextEra Energy's revenue compounded faster (5.4% CAGR vs -3.4%).
NextEra Energy, Inc. is an American energy company that is the world's largest electric utility holding company by market capitalization, with a valuation of over $170 billion as of Oct 2024. NextEra Energy had revenues of $24.8 billion and 16,700 employees throughout the US and Canada in 2024. It has a current generating capacity of 73 gigawatts. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources (NEER), XPLR Energy Partners, and NextEra Energy Services.
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
NEE vs TKR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.0B | $1.1B |
| Net Profit | $1.5B | $62.3M |
| Gross Margin | — | 29.3% |
| Operating Margin | 26.4% | 9.8% |
| Net Margin | 25.6% | 5.6% |
| Revenue YoY | 11.1% | 3.5% |
| Net Profit YoY | 27.6% | -12.5% |
| EPS (diluted) | $0.74 | $0.89 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $6.0B | $1.1B | ||
| Q3 25 | $7.4B | $1.2B | ||
| Q2 25 | $6.4B | $1.2B | ||
| Q1 25 | $6.0B | $1.1B | ||
| Q4 24 | $5.4B | $1.1B | ||
| Q3 24 | $6.7B | $1.1B | ||
| Q2 24 | $6.0B | $1.2B | ||
| Q1 24 | $5.4B | $1.2B |
| Q4 25 | $1.5B | $62.3M | ||
| Q3 25 | $2.4B | $69.3M | ||
| Q2 25 | $2.0B | $78.5M | ||
| Q1 25 | $833.0M | $78.3M | ||
| Q4 24 | $1.2B | $71.2M | ||
| Q3 24 | $1.9B | $81.8M | ||
| Q2 24 | $1.6B | $96.2M | ||
| Q1 24 | $2.3B | $103.5M |
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 30.6% | ||
| Q2 24 | — | 31.6% | ||
| Q1 24 | — | 33.4% |
| Q4 25 | 26.4% | 9.8% | ||
| Q3 25 | 34.1% | 12.0% | ||
| Q2 25 | 29.9% | 12.6% | ||
| Q1 25 | 37.6% | 12.6% | ||
| Q4 24 | 17.4% | 10.5% | ||
| Q3 24 | 42.6% | 13.0% | ||
| Q2 24 | 27.8% | 14.1% | ||
| Q1 24 | 37.3% | 15.5% |
| Q4 25 | 25.6% | 5.6% | ||
| Q3 25 | 32.9% | 6.0% | ||
| Q2 25 | 31.7% | 6.7% | ||
| Q1 25 | 13.9% | 6.9% | ||
| Q4 24 | 22.3% | 6.6% | ||
| Q3 24 | 27.6% | 7.3% | ||
| Q2 24 | 27.0% | 8.1% | ||
| Q1 24 | 42.0% | 8.7% |
| Q4 25 | $0.74 | $0.89 | ||
| Q3 25 | $1.18 | $0.99 | ||
| Q2 25 | $0.98 | $1.12 | ||
| Q1 25 | $0.40 | $1.11 | ||
| Q4 24 | $0.58 | $1.01 | ||
| Q3 24 | $0.90 | $1.16 | ||
| Q2 24 | $0.79 | $1.36 | ||
| Q1 24 | $1.10 | $1.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.8B | $364.4M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $54.6B | $3.2B |
| Total Assets | $212.7B | $6.7B |
| Debt / EquityLower = less leverage | — | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $364.4M | ||
| Q3 25 | $2.4B | $449.1M | ||
| Q2 25 | $1.7B | $419.3M | ||
| Q1 25 | $2.4B | $376.1M | ||
| Q4 24 | $1.5B | $373.2M | ||
| Q3 24 | $2.3B | $412.7M | ||
| Q2 24 | $1.6B | $469.9M | ||
| Q1 24 | $1.6B | $421.9M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $54.6B | $3.2B | ||
| Q3 25 | $54.2B | $3.1B | ||
| Q2 25 | $50.8B | $3.1B | ||
| Q1 25 | $49.8B | $2.9B | ||
| Q4 24 | $50.1B | $2.8B | ||
| Q3 24 | $50.1B | $2.9B | ||
| Q2 24 | $49.1B | $2.8B | ||
| Q1 24 | $48.6B | $2.6B |
| Q4 25 | $212.7B | $6.7B | ||
| Q3 25 | $204.4B | $6.8B | ||
| Q2 25 | $198.8B | $6.8B | ||
| Q1 25 | $194.3B | $6.6B | ||
| Q4 24 | $190.1B | $6.4B | ||
| Q3 24 | $186.0B | $6.8B | ||
| Q2 24 | $184.7B | $6.6B | ||
| Q1 24 | $179.9B | $6.5B |
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $2.5B | $183.3M |
| Free Cash FlowOCF − Capex | — | $140.7M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | 1.63× | 2.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $406.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.5B | $183.3M | ||
| Q3 25 | $4.0B | $201.1M | ||
| Q2 25 | $3.2B | $111.3M | ||
| Q1 25 | $2.8B | $58.6M | ||
| Q4 24 | $2.0B | $178.6M | ||
| Q3 24 | $4.3B | $123.2M | ||
| Q2 24 | $3.9B | $124.6M | ||
| Q1 24 | $3.1B | $49.3M |
| Q4 25 | — | $140.7M | ||
| Q3 25 | — | $163.8M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $23.4M | ||
| Q4 24 | — | $125.0M | ||
| Q3 24 | — | $88.2M | ||
| Q2 24 | — | $87.3M | ||
| Q1 24 | — | $5.2M |
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 3.7% |
| Q4 25 | 1.63× | 2.94× | ||
| Q3 25 | 1.65× | 2.90× | ||
| Q2 25 | 1.57× | 1.42× | ||
| Q1 25 | 3.32× | 0.75× | ||
| Q4 24 | 1.65× | 2.51× | ||
| Q3 24 | 2.31× | 1.51× | ||
| Q2 24 | 2.42× | 1.30× | ||
| Q1 24 | 1.36× | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NEE
| Florida Power Light Company | $4.3B | 71% |
| Other | $1.7B | 29% |
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
