SO SOUTHERN (SO) Q3 FY25 earnings call
The Southern Company delivered strong third-quarter adjusted earnings, exceeding estimates, driven by robust customer growth and increased usage, particularly from data centers. The company continues to execute on its disciplined capital plan, securing significant large load contracts with protective terms for existing customers and making substantial progress on its equity financing needs. Management anticipates finishing the year strong and plans to provide updated long-term guidance and capital outlook in early 2026, with potential for an EPS rebasing as early as 2027.
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SO operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | This call 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.