SO · 8-K · 20261105PR000071
Revenue Performance and Mix
SOUTHERN CO · 2026-11-05 · Importance 47 · Surprise 22 · No source text
Third-quarter 2026 operating revenues increased 13.0% to $8.843 billion from $7.823 billion; nine-month revenues rose 7.3% to $24.218 billion from $22.572 billion. Quarterly non-fuel retail electric revenue increased $690 million to $5.132 billion, while fuel retail revenue rose $226 million to $1.491 billion. Natural gas revenue increased $39 million to $773 million in the quarter and $378 million to $3.930 billion year to date. Total retail sales grew 7.7% in the quarter, including commercial sales growth of 10.1% and residential growth of 10.2%.
Key facts
- Q3 2026 operating revenues were $8.8 billion, compared with $7.8 billion in Q3 2025, an increase of 13.0%. source
- Operating revenues for the nine months ended September 30, 2026 were $24.2 billion, compared with $22.6 billion in the corresponding 2025 period, an increase of 7.3%. source
- Q3 2026 retail electric revenue impacts increased EPS by 21 cents, including a 15-cent contribution from weather; year-to-date retail revenue impacts added 19 cents, including 9 cents from weather. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +23.6% | Operating revenues for the nine months ended September 30, 2026 were $24.2 billion, compared with $22.6 billion in the corresponding 2025… |
| revenue | positive | realized | +14.6% | Q3 2026 operating revenues were $8.8 billion, compared with $7.8 billion in Q3 2025, an increase of 13.0%. |