SO · Southern Co
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Southern Company reported Q2 adjusted EPS of $1.13 (up 21 cents YoY, 13 cents above estimate) and now expects full-year 2026 adjusted EPS near or at the top of its $4.50–$4.60 guidance range, driven by major new large-load contracts including a 3.2 GW OpenAI deal in Georgia and ~3 GW across three Alabama projects, alongside strong weather-normal retail sales growth and data center load expansion.
- + Q2 adjusted EPS of $1.13 beat the prior-year result by 21 cents and topped the company's prior estimate by 13 cents
- + Company now expects full-year 2026 adjusted EPS near or at the top of its $4.50–$4.60 guidance range
- + Signed a 3.2 GW, 25-year contract with OpenAI near Savannah, Georgia, including 1 GW of flexible demand response, with service beginning in phases in 2028
- + Alabama Power added approximately three gigawatts of new contracted load across three projects in the quarter
- + Secured approvals for 10 gigawatts of new company-owned generation resources, with the first two battery sites already in service and additional thermal projects advancing
- − Results were partially offset by interest expense from higher debt balances and dilution from additional shares outstanding
- − Continued accelerated depreciation and decommissioning costs tied to Southern Power wind repowering, with remaining pre-tax costs projected at ~$205 million in 2026 and ~$120 million in 2027
- − Recorded an estimated loss at Southern Company Gas tied to Nicor Gas capital investments disallowed by the Illinois Commerce Commission, with further charges possible
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SO
this stock
Southern Co
|
$96.41B | -1.9% | +10.6% | 21.9 | 3.1% |
|
NEE
Nextera Energy Inc
|
$167.81B | +0.2% | -7.1% | 20.4 | 2.4% |
|
DUK
Duke Energy CORP
|
$92.07B | +0.3% | +35.1% | 18.1 | 0.0% |
|
NGG
National Grid PLC
|
$77.21B | -0.7% | — | — | 0.1% |
|
AEP
American Electric Power Co Inc
|
$65.62B | +4.1% | +10.9% | 17.8 | 4.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SO | -1.9% | -6.5% | -10.5% | -2.8% | -1.9% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -1.6% | -6.3% | -30.6% | -2.1% | -13.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.