SO Southern Company (SO) Q1 FY26 earnings call
Southern Company delivered strong first-quarter results, driven by significant large load growth and robust economic development across its service territories. The company's strategy focuses on rate stability for existing customers by structuring new contracts to cover the full cost of incremental demand. Proactive financing, including substantial DOE loan agreements, further supports affordability and long-term capital plans, reinforcing a confident outlook for sustained value creation.
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SO operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|---|
| Customers | 9MThe tremendous value inherent in our 3 electric utilities and 4 natural gas distribution utilities is a function of our continuous focus on our 9 million customers, our constructive regulatory environments with orderly processes and service territories with strong long-term fundamentals.Source: earnings call transcript | 9M+Our state-regulated electric and gas utilities continue to provide long-term value to the more than 9 million customers across the Southeast and beyond with reliable and affordable energy.Source: earnings call transcript | 9MI'm incredibly proud of the way Southern Company's electric and gas teams safely performed under these harsh conditions for our 9 million customers.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.