Southern Company (The) Series 2 · SOJE · Next earnings

Southern Company (The) Series 2 next earnings report

SOJE's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Southern Company Q3: Large-load pipeline and capex plans expand

Date not yet scheduled Utilities

What the street expects

Consensus for the coming report
Consensus EPS $0.43 Analyst average (1 estimates)
Consensus revenue $6.99B Analyst average (1 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where SOJE left off: FY2026 Q3

Full report

Southern Company Q3: Large-load pipeline and capex plans expand

EPS surprise +3.5% Reported $1.77 vs $1.71
Revenue surprise +5.6% Reported $8.84B vs $8.38B
Stock move -1.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Current-quarter analysis characterizes guidance sentiment as raised and says the full-year outlook is above original guidance. The supplied analysis does not state the exact revised guidance range; management also sees potential to raise the upper end of its 2027–2028 outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Affordability and the expiration of rate freezes, including the 2028 regulatory outlook.
  • The amount and timing of equity financing needed to support the capital plan.
  • Outcomes and timing of generation procurement processes in Georgia and Alabama.
  • Regulatory or policy actions that could affect data-center expansion.

Questions analysts left open

  • How much incremental equity the capital outlook will require.
  • The timing and outcome of Georgia and Alabama generation RFPs.
  • Affordability and potential regulatory changes as rate protections approach expiration.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.