SO · News · 20261105N
Quarterly Earnings Performance
SOUTHERN CO · 2026-11-05 · Importance 29 · Surprise 22 · No source text
Southern Company reported third-quarter 2026 revenue of $8.84 billion, up 13% from $7.82 billion a year earlier. Third-quarter earnings were $2.0 billion, or $1.77 per share, compared with $1.7 billion, or $1.55 per share, in the third quarter of 2025. Excluding specified items, earnings were $2.2 billion, or $1.94 per share, versus $1.8 billion, or $1.60 per share, a year earlier.
Key facts
- Southern Company reported third-quarter 2026 revenue of $8.84 billion, a 13% year-over-year increase. source
- Southern Company reported third-quarter 2026 earnings of $2.0 billion, or $1.77 per share, compared with $1.7 billion, or $1.55 per share, in third-quarter 2025. source
- For the nine months ended September 30, 2026, Southern Company reported earnings of $4.6 billion, or $4.02 per share, compared with $3.9 billion, or $3.56 per share, for the same period in 2025. source
- Excluding specified items, Southern Company earned $2.2 billion, or $1.94 per share, in third-quarter 2026, compared with $1.8 billion, or $1.60 per share, in third-quarter 2025. source
- For the nine months ended September 30, 2026, excluding specified items, Southern Company earned $5.0 billion, or $4.40 per share, compared with $4.1 billion, or $3.76 per share, for the same period in 2025. source
- Third-quarter 2026 revenue of $8.84 billion exceeded the Zacks Consensus Estimate of $8.47 billion by 4.35%. source
- Southern Company reported third-quarter 2026 revenue of $8.84 billion, compared with year-ago revenue of $7.82 billion. source
- Southern Company's third-quarter 2026 adjusted EPS was $1.94, compared with $1.60 a year earlier, and exceeded the consensus estimate of $1.71 by 13.45%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +14.6% | Southern Company reported third-quarter 2026 revenue of $8.84 billion, compared with year-ago revenue of $7.82 billion. |
| net_income | positive | realized | +10.0% | For the nine months ended September 30, 2026, Southern Company reported earnings of $4.6 billion, or $4.02 per share, compared with $3.9… |
| net_income | positive | realized | +4.3% | Southern Company reported third-quarter 2026 earnings of $2.0 billion, or $1.77 per share, compared with $1.7 billion, or $1.55 per share,… |