SO
The Southern·NYSE
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SO fundamentals
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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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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Revenue Breakdown
Where does The Southern (SO) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track The Southern (SO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What factors drove the changes in The Southern's revenue and profit?What guidance did The Southern's management provide for the next earnings period?What is The Southern's latest dividend and current dividend yield?What does The Southern do and what are its main business segments?What were the key takeaways from The Southern’s earnings call?What is the market's earnings forecast for The Southern next quarter?What is the revenue and EPS growth rate for The Southern year over year?What is The Southern's gross profit margin?
