SOMN · Southern Co
Price & Indicators
The closing range uses available history since Nov 4, 2025; less than a full year is stored.
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
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
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 illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Southern Company Gas Customers | 4.39M | Period Ended June | — |
| Total generation and purchased power | 13.1B | Second Quarter 2026 filing | — |
| Total Regulated Utility Customers | 9M | Period Ended June | — |
| Traditional Electric Operating Companies Customers | 4.61M | Period Ended June | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SOMN
this stock
Southern Co
|
$100.63B | -4.7% | +10.6% | — | — |
|
NEE
Nextera Energy Inc
|
$163.01B | -1.8% | -7.1% | 17.5 | 2.8% |
|
DUK
Duke Energy CORP
|
$92.98B | +3.5% | +35.1% | 17.9 | 0.0% |
|
NGG
National Grid PLC
|
$79.48B | +4.8% | — | — | 0.1% |
|
AEP
American Electric Power Co Inc
|
$69.34B | +10.3% | +10.9% | 22.1 | 5.4% |
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 | |
|---|---|---|---|---|---|
| SOMN | +3.5% | +5.1% | -5.2% | +7.3% | -4.7% |
| SPY | -1.2% | -0.6% | +8.1% | +0.8% | +12.8% |
| vs SPY | +4.7% | +5.6% | -13.3% | +6.5% | -17.5% |
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.