SO · Earnings call · 2026Q3T · Full report

Revenue Performance and Mix

SOUTHERN CO · 2026-11-05 · Importance 37 · Surprise 32

Southern Company reported weather-normal sales growth of 3.5% in the third quarter and 2.7% year-to-date, with all customer classes higher. Commercial sales rose 7.3% year over year, while residential sales increased 1.3% and included approximately 15,000 new electric customers and nearly 6,000 new gas customers. Industrial sales were meaningfully higher, supported by robust usage across primary metals, lumber and transportation. Management said the region’s customer base continues to expand and electricity demand is rising.

Key facts