SO · Earnings call · 2026Q3T · Full report

Grid Modernization and Reliability

SOUTHERN CO · 2026-11-05 · Importance 20 · Surprise 24

Southern Company said its electric and gas systems met significant demand during a particularly warm third quarter, delivering record electricity sales while maintaining fleet reliability. Following Hurricane Isaias, teams in Alabama, Georgia and Mississippi restored power to more than 650,000 impacted customers; Alabama Power restored service to 95% of affected customers within 48 hours. Management highlighted ongoing grid-hardening investments and SPEAR, a proprietary AI tool used to predict where storm-response resources should be deployed. It said reliability and resilience investments continue across distribution and transmission systems.

Key facts

• Southern Company restored power to over 650,000 customers impacted by Hurricane Isaias in early October 2026.
• Alabama Power restored power to 95% of storm-impacted customers within 48 hours in Alabama.
• Southern Company delivered electricity sales in Q3 2026 higher than any prior quarter on record while providing best-in-class fleet reliability.
• Southern Company said it continuously invests in grid reliability and resilience, including hardening the system after storms, to support top-quartile reliability.