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.
EPS
Actual | 0.78 | 0.78 | 1.22 | 0.47 | 0.98 | 0.84 | 1.23 | 0.36 | 0.97 | 1.07 | 1.31 | 0.26 | 0.79 | 0.79 | 1.42 | 0.64 | 1.03 | 1.09 | 1.43 | 0.5 | 1.23 | 0.92 | 1.6 | 0.55 | ||||||||||||||||
Forecast | 0.7104 | 0.6697 | 1.2094 | 0.4159 | 0.8327 | 0.7924 | 1.2192 | 0.3536 | 0.9069 | 0.8406 | 1.328 | 0.2458 | 0.7078 | 0.7465 | 1.323 | 0.6016 | 0.8979 | 0.9315 | 1.336 | 0.5056 | 1.2013 | 0.8754 | 1.5076 | 0.5551 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.80% | +16.47% | +0.88% | +13.01% | +17.69% | +6.01% | +0.89% | +1.81% | +6.96% | +27.29% | -1.36% | +5.78% | +11.61% | +5.83% | +7.33% | +6.38% | +14.71% | +17.02% | +7.04% | -1.11% | +2.39% | +5.09% | +6.13% | -0.92% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.02B | 4.62B | 5.62B | 5.12B | 5.91B | 5.20B | 6.24B | 5.77B | 6.65B | 7.21B | 8.38B | 7.05B | 6.48B | 5.75B | 6.98B | 6.04B | 6.65B | 6.46B | 7.27B | 6.34B | 7.78B | 6.97B | 7.82B | 6.98B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.47B | 4.92B | 6.36B | 5.79B | 5.49B | 5.05B | 6.12B | 4.62B | 6.00B | 5.44B | 6.89B | 4.99B | 6.17B | 6.47B | 8.23B | 6.90B | 6.59B | 6.10B | 7.14B | 5.90B | 7.15B | 6.36B | 7.62B | 6.07B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -8.28% | -6.00% | -11.58% | -11.62% | +7.74% | +2.95% | +1.90% | +24.88% | +10.88% | +32.56% | +21.65% | +41.12% | +5.11% | -11.20% | -15.17% | -12.35% | +0.84% | +5.96% | +1.85% | +7.43% | +8.68% | +9.58% | +2.71% | +14.94% |
Earnings Call
You can ask Aime
What does The Southern do and what are its main business segments?What were the key takeaways from The Southern's earnings call?Did The Southern beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for The Southern year over year?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 were the key takeaways from The Southern’s earnings call?What is The Southern's gross profit margin?
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