Plug Power and NextEra Energy Update
Plug Power (NASDAQ: PLUG) is focusing on developing hydrogen fuel infrastructure but faces significant challenges, reporting an operating loss of $704.1 million for the first nine months of 2025. The company operates three hydrogen power plants in the U.S. and deploys 230 megawatts of electrolyzer capacity globally, supplying 45 tons of hydrogen daily to clients like Amazon and General Motors. Despite a revenue growth of 13% in Q3 2025, its high debt of $991.4 million compared to cash reserves of $165.9 million raises concerns about its financial health.
In contrast, NextEra Energy (NYSE: NEE) is poised for growth, projecting earnings per share (EPS) to increase by 28.5% and reporting a net income of $2.97 billion for 2025, a 29.4% rise from 2024. The company has partnered with Alphabet to reactivate the Duane Arnold nuclear plant by Q1 2029, contributing to its role as a major electricity supplier to 12 million homes in Florida. Known for its consistent dividend, NextEra yields 2.4% and boasts a solid net margin of 19.4%, contrasting with Plug Power’s financial struggles.
