Symbols

SO

The Southern·NYSE

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SO fundamentals

SO Q4 2025 Earnings

The Southern (SO) released its earnings on Feb 19, 2026: revenue was 6.98B (YoY +10.09%), beat estimates; EPS was 0.55 (YoY +10.00%), missed estimates.

Revenue / YoY

6.98B

+10.09%

EPS / YoY

0.55

+10.00%

Report date

Feb 19, 2026

SO Earnings Call Summary for Q4,2025

Record Financial Performance: 2025 EPS of $4.30 (top of guidance), with 9% growth since 2023, driven by 17% YoY data center usage and 1.7% retail sales growth.
Exceptional Growth Outlook: 2026-2028 EPS guidance of 7%-8% CAGR, supported by 10+ gigawatts of signed contracts and $81 billion capital plan.
Strategic Capital Allocation: 30% increase in 5-year capex to $81 billion, with 95% allocated to state-regulated utilities, targeting 17% FFO to debt by 2029.
Southern Power Upside: Potential to reprice 1,000 MW of natural gas capacity at 2-3x current rates, with 700 MW brownfield expansion opportunities.
Customer-Centric Growth: 21,000 new jobs, 39,000 new residential customers, and $1.7 billion in customer savings from large load contracts.

Earnings

EPS

Revenue

Revenue & Expenses

SO has released its 2025 Q4 earnings report, with revenue of 6.98B, reflecting a YoY change of 10.09%, and net profit of 341.00M, showing a YoY change of -26.82%. The Sankey diagram below clearly presents SO's revenue sources and cost distribution.

Key Indicators

The Southern (SO) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

The Southern (SO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

The Southern (SO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

The Southern (SO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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