The Southern Company · SOMN · Next earnings

The Southern Company next earnings report

SOMN'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 beats Q3 estimates as data-center demand expands

Date not yet scheduled Utilities

What the street expects

Consensus for the coming report
Consensus EPS $0.65 Analyst average (1 estimates)
Consensus revenue $7.29B Analyst average (8 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where SOMN left off: FY2026 Q3

Full report

Southern Company beats Q3 estimates as data-center demand expands

EPS surprise +13.5% Reported $1.94 vs $1.71
Revenue surprise +5.6% Reported $8.84B vs $8.38B
Stock move -2.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised full-year adjusted earnings outlook to $4.70. Management also expressed confidence in potentially raising the upper end of 2027–2028 guidance; no revised range was supplied in the analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • The potential increase in the capital plan may require substantial financing, including equity; management cited a 40% equity target for future projects.
  • Regulatory uncertainty includes Georgia PSC commissioner changes and rate cases, alongside rate-freeze commitments through 2029.
  • Affordability concerns or policy actions could affect data-center development; severe weather also poses operational risk.

Questions analysts left open

  • Timing and impact of the 2028/2029 rate-freeze expirations.
  • Equity funding requirements and the 40% equity target for future projects.
  • Assumptions underlying a potential increase of the capital plan toward $100 billion.

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Recent SOMN quarters

All SOMN earnings
-2.0%FY2026 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 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.