Inferra AIResearch Tools

Inferra AI / Company / SO

Southern Company

SO · Utilities

Last earnings Jul 30, 2026  ·  Next earnings Nov 5, 2026

Key results

Revenuequarter

$8.4 billion

First-quarter 2026 operating revenues were $8.4 billion, compared with $7.8 billion for the first quarter of 2025, an increase of 8.0%.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

EPSquarter

$1.20

Diluted earnings per share was $1.20 and $1.21 for the three months ended March 31, 2026 and 2025, respectively.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

AI analysis

Q1 2026 · reported Apr 30, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 2026
$8.4B
+7.7% +$600M vs year ago computed from stated figures
EX-99 · Apr 30, 2026
EPS · Q1 2026
$1.20
EX-99 · Apr 30, 2026

The quarter in charts

Revenue — quarterly

As stated

0369$7.8BSame quarter last year$8.4BQ1 2026

EX-99 · Apr 30, 2026 Statement values as stated in the release.

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue$8.4 billion$7.0 billion$7.8 billion
EPS$1.20$0.79—

EX-99 · Apr 30, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNov 5, 2026Verified from the company’s own announcement

Capital allocation

(3) Earnings for the three months ended March 31, 2026 include costs associated with the extinguishment of debt at Southern Company as a result of Southern Company's redemption of certain junior subordinated notes.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Adjusted earnings drivers for the first quarter of 2026, as compared with 2025, were higher utility revenues, partially offset by milder than normal weather at the regulated electric utilities and higher interest expense

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

(3) Earnings for the three months ended March 31, 2026 include costs associated with the extinguishment of debt at Southern Company as a result of Southern Company's redemption of certain junior subordinated notes.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Strategy & priorities

As our region continues to grow, we re investing in the infrastructure needed to support that growth in a way that provides long-term value while staying grounded in what our customers value most reliability they can count on and a focus on keeping rates stable.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

We're uniquely positioned to do this because of our scale, skill and expertise, all of which are focused on putting our customers and communities first.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Forward-looking statements include, among other things, statements concerning regulated rates, the strategic goals for the business, customer and sales growth, economic conditions, including interest rates, tariffs, and inflation, cost recovery and other rate actions, current and proposed environmental regulations and related compliance plans and estimated expenditures, pending or potential litigation matters, access to sources of capital, financing activities, completion dates and costs of construction projects, filings with state and federal regulatory authorities, and estimated construction plans and expenditures.

SEC original ↗Southern Company — 10-Q Quarterly report10-QJul 30, 2026

Risks & headwinds

Cautionary Note Regarding Forward-Looking Statements Certain information contained in this release is forward-looking information based on current expectations and plans that involve risks and uncertainties.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

The reader is cautioned not to put undue reliance on this forward-looking information, which is not a guarantee of future performance and is subject to a number of uncertainties and other factors, many of which are outside the control of Southern Company accordingly, there can be no assurance that such suggested results will be realized.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

economic conditions, including impacts from geopolitical conflicts, recession, inflation, changes in trade policies (including tariffs and other trade measures) of the United States and other countries, interest rate fluctuations, and financial market conditions, and the results of financing efforts prolonged or recurring U.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Legal Proceedings 140 Item 1A.

SEC original ↗Southern Company — 10-Q Quarterly report10-QJul 30, 2026

Forward-looking statements include, among other things, statements concerning regulated rates, the strategic goals for the business, customer and sales growth, economic conditions, including interest rates, tariffs, and inflation, cost recovery and other rate actions, current and proposed environmental regulations and related compliance plans and estimated expenditures, pending or potential litigation matters, access to sources of capital, financing activities, completion dates and costs of construction projects, filings with state and federal regulatory authorities, and estimated construction plans and expenditures.

SEC original ↗Southern Company — 10-Q Quarterly report10-QJul 30, 2026

economic conditions, including impacts from geopolitical conflicts, recession, inflation, changes in trade policies (including tariffs and other trade measures) of the United States and other countries, interest rate fluctuations, and financial market conditions, and the results of financing efforts; prolonged or recurring U.

SEC original ↗Southern Company — 10-Q Quarterly report10-QJul 30, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

EPS — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Southern Company — Earnings release (8-K exhibit)EX-99Apr 30, 2026

Documents

Earnings deck slides

0 decks with slide view

Southern Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Southern Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Southern Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Southern Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Southern Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Southern Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Fortis (FTS) UtilitiesAmerican Water Works (AWK) UtilitiesFirstEnergy (FE) UtilitiesEdison International (EIX) UtilitiesDuke Energy (DUK) UtilitiesPublic Service Enterprise Group (PEG) UtilitiesConstellation Energy (CEG) UtilitiesWEC Energy Group (WEC) Utilities

Filings

67 documents

Earnings releases

17 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Southern Company are held in this edition of the library.

Mentioned by

40 companies

Other tracked companies whose held documents mention Southern Company by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.