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The Southern Company (SO)
:SO
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.01Last Year’s EPS
1.09Same Quarter Last Year
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -0.91%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a generally positive outlook with record-breaking EPS growth, strong commercial and industrial sales, and significant economic development activity. However, there were concerns about weather impacts on sales and potential cost increases due to tariffs.Company Guidance
During Southern Company's First Quarter 2025 Earnings Call, the company provided guidance on various metrics and issues impacting its operations. The company reported adjusted earnings per share (EPS) of $1.23 for the first quarter, which was $0.20 higher than the same period in 2024 and $0.03 above their estimate. This performance was driven by investments in state-regulated utilities and weather-related impacts, while higher operating costs and depreciation offset some gains. The company anticipates an adjusted EPS estimate of $0.85 for the second quarter. They noted a 0.3% decline in weather-normal retail electricity sales compared to the first quarter of 2024, attributed mainly to residential customer usage, although commercial and industrial sales increased, partly due to data center sales rising by 11% year-over-year. The company is optimistic about a potential 50 gigawatts of incremental load by the mid-2030s, with 10 gigawatts already committed. Southern Company also discussed tariff implications on their base capital plan, estimating a 1% to 3% range of potential cost increases. Despite these challenges, the company remains confident in their financial outlook and disciplined execution strategy, supported by a strong investment-grade credit rating and ongoing regulatory processes.Record-Breaking EPS Growth
Adjusted EPS for Q1 2025 was $1.23 per share, which is $0.20 higher than Q1 2024 and $0.03 above the company's estimate.
Strong Commercial and Industrial Sales
Commercial and industrial sales saw significant growth compared to Q1 2024, with data center sales up 11% and transportation sector sales up 4%.
Large Load Pipeline Growth
The large load pipeline across electric subsidiaries totals more than 50 gigawatts of potential incremental load by the mid-2030s, with project commitments totaling 10 gigawatts.
Dividend Increase
Southern Company's Board of Directors approved an $0.08 per share increase in annual dividends, marking the 24th consecutive annual increase.
Robust Economic Development Activity
Over $11 billion of capital investment and more than 4,000 new jobs announced in electric service territories in Q1 2025.
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SO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $91.89 | $91.46 | -0.47% |
| Feb 20, 2025 | $86.48 | $87.82 | +1.55% |
| Oct 31, 2024 | $87.88 | $89.52 | +1.87% |
| Aug 01, 2024 | $81.46 | $85.41 | +4.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does The Southern Company (SO) report earnings?
The Southern Company (SO) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is The Southern Company (SO) earnings time?
The Southern Company (SO) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SO EPS forecast?
SO EPS forecast for the fiscal quarter 2025 (Q2) is 1.01.
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