The Southern Company · SO · Next earnings

The Southern Company reports Thursday, Nov 5, 2026

SO reports before market open with consensus EPS at $1.71 and revenue at $8.38B. Last quarter: Southern Company: Large-load growth lifts Q2, capital needs remain

Reports Before market open0 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $1.71 Calendar consensus
Consensus revenue $8.38B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 0 days away

Where SO left off: FY2026 Q2

Full report

Southern Company: Large-load growth lifts Q2, capital needs remain

EPS surprise +11.9% Reported $1.13 vs $1.01
Revenue surprise -3.5% Reported $6.98B vs $7.23B
Stock move -1.8% Event window
Subsequent drift -5.6% Up to 20 sessions

Maintained; management reaffirmed full-year guidance near the top of the $4.50-$4.60 range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory approval and rate-case outcomes could affect project timing and earnings.
  • Construction costs, supply constraints, or delays could pressure the capital plan.
  • Large-load concentration and equity financing could increase execution and dilution risk.

Questions analysts left open

  • Regulatory approvals for new generation and transmission projects.
  • Construction cost overruns or delays across battery and plant builds.
  • Debt, equity needs, and concentration among large-load customers.

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Recent SO quarters

All SO earnings
-1.8%FY2026 Q2+3.4%FY2026 Q1+4.4%FY2025 Q4+1.7%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.