SO · Utilities
SOUTHERN CO
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Data Center / Load GrowthImportance 58 · Surprise 42Georgia Power plans nuclear upgrades in partnership with Google that could add 96 MW of capacity. The project is expected to generate approximately $900 million in projected customer benefits. The agreement highlights…
News · 2026-09-22
- Generation Capacity ExpansionImportance 40 · Surprise 42Georgia Power, Southern Company’s subsidiary, signed an agreement with Google to upgrade the Vogtle and Hatch nuclear plants. The upgrades could add approximately 96 megawatts of carbon-free electricity capacity to…
- Data Center / Load GrowthImportance 26 · Surprise 24Georgia Power signed an agreement with Google to upgrade the Vogtle and Hatch nuclear plants, potentially adding 96 MW of electricity capacity. The arrangement is intended to serve surging demand from data centers,…
News · 2026-09-21
- Generation Capacity ExpansionImportance 40 · Surprise 42Georgia Power, Southern Company’s subsidiary, signed an agreement with Google to upgrade two nuclear plants and potentially add 96 megawatts of electricity capacity. The project targets rising electricity demand from…
- Data Center / Load GrowthImportance 26 · Surprise 24Georgia Power, Southern Company’s subsidiary, signed an agreement with Google to upgrade two nuclear plants and potentially add 96 megawatts of generating capacity. The initiative is intended to serve rising…
News · 2026-09-15
- Regulated Capital Investment PlanImportance 71 · Surprise 60The Department of Energy issued Southern Company a $26.5 billion financing package, described as the agency’s largest-ever loan. The package is divided between Georgia Power and Alabama Power and supports more than 16…
- Generation Capacity ExpansionImportance 71 · Surprise 60The Department of Energy announced a $26.5 billion financing package split between Georgia Power and Alabama Power. The package is intended to support more than 16 gigawatts of firm power capacity, including gas…
News · 2026-09-11
- Data Center / Load GrowthImportance 31 · Surprise 42Southern Company subsidiary PowerSecure will provide a standby power and resiliency solution for Keel Infrastructure’s data center campus in Moses Lake, Washington. The PowerBlocks-based system is designed to scale…
News · 2026-09-10
- Data Center / Load GrowthImportance 31 · Surprise 42Southern Company's subsidiary PowerSecure partnered with Keel Infrastructure Corp. to provide a fully integrated backup resiliency solution for Keel's data center campus in Moses Lake, Washington. The project targets…
News · 2026-09-08
- Data Center / Load GrowthImportance 45 · Surprise 42Third-party coverage characterizes Southern Company as benefiting from strong power demand and customer growth, including increased demand from data centers. The company is also reported to have an OpenAI long-term…
News · 2026-09-04
- Data Center / Load GrowthImportance 45 · Surprise 42Third-party coverage characterizes Southern Company as benefiting from strong power demand and customer growth, including increased demand from data centers. The company is also reported to have an OpenAI long-term…
News · 2026-09-03
- Data Center / Load GrowthImportance 45 · Surprise 42Third-party coverage characterizes Southern Company as benefiting from strong power demand and customer growth, including increased demand from data centers. The company is also reported to have an OpenAI long-term…
- Grid Modernization and ReliabilityImportance 31 · Surprise 42On September 3, 2026, Southern Company was reported to have integrated SCOUT, its real-time storm-operations application, with the SPEAR and RAMP systems on the Databricks Data + AI Platform. SCOUT combines outage,…
News · 2026-09-01
- Regulatory RiskImportance 71 · Surprise 60FERC authorized the South System Expansion 4 and Mississippi Crossing pipeline projects, together spanning more than 500 miles. The projects have an estimated combined cost of $5.2 billion and would affect 18 river…
News · 2026-08-25
- Regulated Capital Investment PlanImportance 64 · Surprise 42Southern Company is reported to be investing $80 billion over five years in grid modernization, storm hardening, and advanced technologies. The investment is intended to support reliability and accommodate future…
News · 2026-08-22
- Data Center / Load GrowthImportance 17 · Surprise 24Ames Construction highlighted growing demand for complex civil and industrial construction supporting power infrastructure and data center development at Southern Company’s 2026 Technical Conference Tradeshow. The…
- Quarterly Dividend DeclarationImportance 10 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share. The dividend implies annualized shareholder distributions of $3.04 per share if maintained for four quarters. The reported dividend yield was…
News · 2026-08-21
- Quarterly Dividend DeclarationImportance 10 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share. The dividend implies annualized shareholder distributions of $3.04 per share if maintained for four quarters. The reported dividend yield was…
News · 2026-08-19
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share following its second-quarter earnings report. The reported dividend equates to approximately $3.04 per share on an annualized basis. The dividend was…
News · 2026-08-18
- Data Center / Load GrowthImportance 77 · Surprise 82Southern Company is seeing rising electricity demand across the Southeast from data centers and broader electrification. Data center electricity use increased 55% year over year to more than 1.2 GW of operating load.…
- Regulated Capital Investment PlanImportance 64 · Surprise 42Southern Company is funding an $81 billion capital program to expand generation and transmission capacity for rising electricity demand. Meeting more than 17 GW of contracted large-load demand by the mid-2030s will…
- Data Center Regulatory RiskImportance 31 · Surprise 42The Southern Alliance for Clean Energy called for an 18-month moratorium on new large data centers in Tennessee, North Carolina, South Carolina, Georgia, and Florida. The proposed pause is intended to establish…
- Interest Rate EnvironmentImportance 13 · Surprise 6Southern Company’s financing environment remains pressured by elevated interest rates while it funds significant generation and infrastructure investment. The 10-year Treasury yield was reported to be 144 basis points…
News · 2026-08-16
- Quarterly Earnings PerformanceImportance 23 · Surprise 22Southern Company reported second-quarter EPS of $1.13. EPS exceeded the cited analyst expectation of $1.01 by $0.12, or approximately 11.9%. The digest provided no quarterly net income amount or explanation for the…
- Revenue Performance and MixImportance 15 · Surprise 14Southern Company reported quarterly revenue of approximately $6.98 billion. Revenue increased slightly year over year, indicating limited overall top-line growth. The $6.98 billion result fell short of analyst…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share. The $0.76 per-share dividend was reported in connection with the company’s recent second-quarter results. The digest did not provide a record date,…
News · 2026-08-15
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share. The dividend announcement was reported with the company’s quarterly earnings update. The $0.76-per-share payment was also cited in reports describing…
- Net Income and EPS PerformanceImportance 9 · Surprise 6Southern Company reported quarterly EPS of $1.13, exceeding analyst expectations. The company slightly missed revenue estimates for the quarter. The earnings result was cited alongside institutional investor activity…
News · 2026-08-14
- Data Center / Load GrowthImportance 90 · Surprise 100Southern Company reported that data center power usage increased 55% year over year as of August 2026. Its contracted large-load pipeline increased by 6 GW to 17 GW, driven primarily by data centers and other large…
News · 2026-08-13
- Generation Capacity ExpansionImportance 58 · Surprise 42Former Southern Company CEO David Ratcliffe defended the construction of Plant Vogtle Units 3 and 4 in Georgia. He said the completed nuclear units provide significant clean-energy generation capacity for the state.…
News · 2026-08-12
- Convertible Debt FinancingImportance 64 · Surprise 42Southern Company recently completed convertible senior unsecured note offerings totaling $2.38 billion. The financing provides additional flexibility but increases leverage and interest-cost exposure. The notes may…
- Data Center / Load GrowthImportance 26 · Surprise 24Southern Company is experiencing significant electricity-demand growth from data centers in the Southeast, particularly in Georgia. The expanding data-center load is increasing requirements for grid modernization and…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share. The dividend implies annualized payments of $3.04 per share. At the reported share price of $91.86, the annualized dividend yield was approximately 3.3%.
- Interest Rate EnvironmentImportance 10 · Surprise 6Rising U.S. Treasury yields are influencing Southern Company’s trading and the broader rate-sensitive utility sector. The company is also exposed to inflation data expected on August 13, 2026, which could affect…
- Revenue Performance and MixImportance 6 · Surprise 6Southern Company reported second-quarter 2026 revenue of approximately $6.98 billion, below analysts’ forecasts. Second-quarter EPS was $1.13, exceeding estimates despite the revenue shortfall. The digest provides no…
News · 2026-08-11
- Regulated Capital Investment PlanImportance 69 · Surprise 50Southern Company is targeting approximately 9% annual rate-base growth through 2030. The plan is supported by more than $80 billion of capital expenditures and regulatory approvals. Allowed returns on equity average…
News · 2026-08-08
- Convertible Debt FinancingImportance 45 · Surprise 42Southern Company priced and upsized two convertible senior notes offerings totaling $2.375 billion initially: $725 million of 2.125% Series 2026A notes due December 15, 2027, and $1.65 billion of 3.50% Series 2026B…
News · 2026-08-06
- Convertible Debt FinancingImportance 45 · Surprise 42Southern Company priced and upsized two convertible senior notes offerings totaling $2.375 billion initially: $725 million of 2.125% Series 2026A notes due December 15, 2027, and $1.65 billion of 3.50% Series 2026B…
News · 2026-08-05
- Data Center / Load GrowthImportance 83 · Surprise 82Southern Company’s contracted large load increased to 17 GW, up 6 GW since the first quarter of 2026, primarily because of data-center demand. The portfolio includes a 3.2-GW electricity contract between OpenAI and…
8-K · 2026-08-04
- Issuance of Convertible NotesImportance 64 · Surprise 42Southern Company priced $725 million of Series 2026A 2.125% convertible senior notes due December 15, 2027, and $1.65 billion of Series 2026B 3.50% convertible senior notes due September 15, 2029. The offerings were…
- Financing ActivitiesImportance 64 · Surprise 42Southern Company priced $725 million of Series 2026A 2.125% convertible senior notes due December 15, 2027, and $1.65 billion of Series 2026B 3.50% convertible senior notes due September 15, 2029, with offerings…
- Convertible Note RepurchaseImportance 58 · Surprise 42Southern Company intends to use approximately $403 million of offering proceeds to repurchase approximately $369 million aggregate principal amount of its Series 2024A 4.50% convertible senior notes due June 15, 2027.…
News · 2026-08-04
- Data Center / Load GrowthImportance 83 · Surprise 82Southern Company’s contracted large load increased to 17 GW, up 6 GW since the first quarter of 2026, primarily because of data-center demand. The portfolio includes a 3.2-GW electricity contract between OpenAI and…
- Convertible Debt OfferingImportance 45 · Surprise 42Southern Company priced $725 million of Series 2026A 2.125% convertible senior notes due December 15, 2027, and $1.65 billion of Series 2026B 3.50% convertible senior notes due September 15, 2029. The company expects…
- Convertible Debt FinancingImportance 45 · Surprise 42Southern Company priced and upsized two convertible senior notes offerings totaling $2.375 billion initially: $725 million of 2.125% Series 2026A notes due December 15, 2027, and $1.65 billion of 3.50% Series 2026B…
- Regulatory RiskImportance 40 · Surprise 42Georgia’s Public Service Commission is reviewing the OpenAI–Georgia Power electricity contract for a proposed 3.2-GW data center in Effingham County. The review focuses on payment accountability and whether the…
- Segment ProfitabilityImportance 30 · Surprise 40Alabama Power reported second-quarter comprehensive income of $435 million. The result represented a 15% year-over-year increase, exceeding the materiality threshold. The improvement was primarily attributed to…
8-K · 2026-08-03
- Convertible Debt OfferingImportance 64 · Surprise 42Southern Company announced private placements of $650 million of convertible senior notes due December 15, 2027, and $1.5 billion of convertible senior notes due September 15, 2029. Initial purchasers may buy up to an…
- Convertible Note RepurchaseImportance 40 · Surprise 42Southern Company intends to use part of the new offering proceeds to repurchase portions of its Series 2024A 4.50% convertible senior notes due June 15, 2027, and Series 2025A 3.25% convertible senior notes due June…
News · 2026-08-03
- Convertible Debt OfferingImportance 74 · Surprise 58Southern Company priced $725 million of 2.125% Series 2026A convertible senior notes due December 15, 2027, and $1.65 billion of 3.50% Series 2026B convertible senior notes due September 15, 2029. The final $2.375…
- Convertible Note RepurchaseImportance 62 · Surprise 58Southern Company said a portion of the proceeds from its $2.15 billion initial convertible-note offering would be used to repurchase existing convertible senior notes. Remaining proceeds were intended for repayment of…
- Regulatory RiskImportance 46 · Surprise 42The Plant Bowen expansion faces an air-permit challenge from the Southern Environmental Law Center and Sierra Club. The groups argue that the additional natural-gas generation could worsen ozone pollution in the…
News · 2026-07-31
- Data Center / Load GrowthImportance 83 · Surprise 82Southern Company reported a 55% increase in data-center demand during the second quarter of 2026. The company signed 6 GW of new large-load contracts, including a 3.2 GW, 25-year power agreement with OpenAI for a…
- Generation Capacity ExpansionImportance 52 · Surprise 42Georgia Power broke ground on an expansion at Plant Bowen in Northwest Georgia to add nearly 1,500 MW of combined-cycle natural-gas generation. The project also includes 500 MW of battery energy-storage capacity. The…
- Guidance / OutlookImportance 29 · Surprise 6Southern Company reaffirmed fiscal-year 2026 adjusted EPS guidance of $4.50 to $4.60 per share. Management indicated that the outlook remains supported by customer growth, data-center demand, higher electricity usage…
- Quarterly Dividend DeclarationImportance 19 · Surprise 6Southern Company declared a quarterly dividend of $0.76 per share. The dividend was reported after the second-quarter 2026 earnings release and alongside the company’s $6.98 billion quarterly revenue report. At the…
8-K · 2026-07-30
- Revenue Performance and MixImportance 38 · Surprise 14Second-quarter 2026 operating revenues were $6.977 billion, up 0.1% from $6.973 billion in the second quarter of 2025. Six-month operating revenues increased 4.2% to $15.374 billion from $14.748 billion. Six-month…
- Operating Expense and Margin DriversImportance 38 · Surprise 14Second-quarter operating expenses declined $8 million year over year to $5.201 billion, despite depreciation and amortization increasing $111 million to $1.434 billion. Non-fuel operations and maintenance expense…
- Segment ProfitabilityImportance 31 · Surprise 22Traditional Electric Operating Companies net income increased to $1.269 billion in the second quarter from $1.047 billion, contributing $222 million of year-over-year growth. Southern Company Gas net income increased…
- Market Demand TrendsImportance 27 · Surprise 40Southern Company’s total kilowatt-hour sales increased 3.9% year over year in the second quarter of 2026 and 3.7% year to date. Total retail sales rose 2.1% in the quarter and 1.3% year to date, with commercial sales…