SO · News · 20261015N
Revenue Performance and Mix
SOUTHERN CO · 2026-10-15 · Importance 30 · Surprise 14 · In source text
Southern Company reported Q2 revenue of USD 6.98 billion, below the USD 7.23 billion analyst expectation by approximately USD 250 million, or 3.5%. The revenue miss was cited alongside execution and funding challenges rather than a change to Southern’s regulated utility model. Analysts forecast Q3 operating earnings per share of USD 1.65, in line with company guidance.
Key facts
- Southern Company's Q2 revenue was USD 6.98 billion, which fell short of the USD 7.23 billion expectation. source
- Analysts anticipate Q3 operating earnings per share of USD 1.65 for Southern Company, aligning with company guidance. source
- BofA lowered its price target for Southern Company stock from USD 100 to USD 92. source
- Truist Securities lowered its price target for Southern (SO) from $97.00 to $93.00 while maintaining a 'Hold' rating. source
- GF Value™ considers Southern Company 4.6% undervalued. source
- Southern's share price was up 1.44% over the last day. source
- Southern's share price was up 4.61% across the week. source
- Southern's share price was down 6.96% over 90 days. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | — | Southern Company's Q2 revenue was USD 6.98 billion, which fell short of the USD 7.23 billion expectation. |