This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. By the numbers: Southern Co. Q3 2025   50 GW Across multiple utility service territories and 10 years, Southern Co. says it has a pipeline of more than 50 GW of possible large load additions.   12% annual sales growth Southern sees electric sales rising 8% across its service territories, but most notably in Georgia Power’s footprint where it predicts double-di ...

For the quarter ended September 2025, Southern Co. (SO) reported revenue of $7.82 billion, up 7.6% over the same period last year. EPS came in at $1.60, compared to $1.43 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $7.54 billion, representing a surprise of +3.78%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $1.50.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

The Southern Company (NYSE:SO) Q3 2025 Earnings Call October 30, 2025 01:00 PM ET Speaker6Good afternoon. My name is Diego, and I will be your conference operator today. At this time, I would like to welcome everyone to The Southern Company third quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If anyone should require operator assistance during the conference, please press star zero on y ...

业绩总结 - 2025年第三季度调整后的每股收益（EPS）为1.60美元，比预期高出0.10美元[13] - 第三季度的每股收益（EPS）为1.55美元，较2024年同期的1.40美元增长[15] - 2025年截至目前的每股收益（EPS）为3.56美元，较2024年同期的3.53美元增长[15] - 预计2025年全年的调整后每股收益（EPS）为4.30美元，处于2025年指导范围的顶部[22] - 加速折旧影响第三季度每股收益（EPS）减少0.07美元，预计2025年剩余的加速折旧约为1亿美元[7] 用户数据 - 第三季度零售电力销售增长为2.6%，与去年同期相比[13] - 2025年第三季度的天气正常电力销售增长为2.6%[27] - 2025年截至目前的天气正常电力销售增长为1.8%[27] - 第三季度新增12,000个住宅客户，远高于历史趋势[8] - 数据中心使用量同比增长17%[8] 市场展望 - 预计2025至2029年期间的电力负荷增长约8%[41] - 预计长期调整后的每股收益（EPS）增长率为5%至7%[41] - 预计到2030年代中期，拥有超过50GW的大型负载管道[31] 资本支出与债务 - 2025至2029年期间的资本支出预计为760亿美元，其中95%将用于州监管的公用事业[40] - 2025年到2027年期间的长期债务到期总额为12836百万美元[66] - 截至2025年10月30日，南方公司的长期债务到期总额为713亿美元[68] - 南方公司的加权平均长期债务到期时间为14.9年[69] - 截至2025年9月30日，南方公司拥有超过89亿美元的承诺信用额度和106亿美元的可用流动性[72] 现金流与信用额度 - 截至2025年9月30日，南方公司的现金及现金等价物为33.41亿美元[72] - 南方公司未使用的信用额度总计为88.94亿美元[72] - 截至2025年9月30日，南方公司的净可用流动性为105.7亿美元[72] - 南方公司在2025年到期的信用设施中，2029年到期的金额为65亿美元[72] - 南方公司在2025年到期的信用设施中，2026年到期的金额为3000万美元[74] 合同与投资 - 大型负荷合同增加至8GW（第三季度增加2GW），支持长期销售增长前景[13] - 合同总量达到8GW，较上一季度增加2GW[30] - 第三季度经济发展公告新增5,000个就业机会和近30亿美元的资本投资[8] - 南方公司已签订的前向销售合同涉及约4333.437万股普通股，销售总价约为39亿美元[75]

核心财务表现 - 2025年第三季度营收达78.2亿美元，同比增长7.6% [1] - 季度每股收益为1.60美元，高于去年同期的1.43美元 [1] - 营收超出市场共识预期78.4亿美元，超出幅度为3.78% [1] - 每股收益超出市场共识预期1.50美元，超出幅度为6.67% [1] 分部运营收入表现 - Southern Power部门运营收入为78.2亿美元，较分析师平均预估5.9856亿美元大幅超出，同比暴涨1203.8% [4] - Georgia Power部门运营收入为37.7亿美元，超出分析师平均预估33.3亿美元，同比增长8.6% [4] - Alabama Power部门运营收入为23.2亿美元，超出分析师平均预估21.4亿美元，同比增长8.4% [4] - Mississippi Power部门运营收入为4.8亿美元，超出分析师平均预估4.0396亿美元，同比增长16.5% [4] - 零售电力收入为57.1亿美元，超出两位分析师平均预估50.5亿美元，同比增长6.4% [4] 其他业务收入及市场表现 - 总零售销售额为423.7亿美元，与三位分析师平均预估423.5亿美元基本一致 [4] - Southern Company Natural Gas运营收入为7.34亿美元，略高于分析师平均预估7.2993亿美元，同比增长7.6% [4] - 过去一个月公司股价回报率为-1.4%，同期Zacks S&P 500指数上涨3.6% [3]

U.S. utility Southern Co beat Wall Street estimates for third-quarter profit on Thursday, helped by surging demand for electricity from businesses. ...

ATLANTA, Oct. 30, 2025 /PRNewswire/ --Â Southern Company today reported third-quarter earnings of $1.7 billion, or $1.55 per share, in 2025 compared with earnings of $1.5 billion, or $1.40 per share, in the third quarter of 2024. For the nine months ended September 30, 2025, Southern Company reported earnings of $3.93 billion, or $3.56 per share, compared with $3.87 billion, or $3.53 per share, for the same period in 2024. Excluding the items described under "Net Income – Excluding Items" in the table below ...

Table of Contents Index to Financial Statements UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | | Registrant, | | | --- | --- | --- | | Commission | State of Incorporation, | I.R.S. Employer | | File Number | ...

About Southern CompanySouthern Company (NYSE:Â SO) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network ...

公司概况 - 公司是能源行业主要参与者 业务涉及电力生产、输配以及天然气分销 为美国东南部数百万客户提供服务 [1] - 公司在市场中面临来自其他公用事业巨头如Duke Energy和NextEra Energy的竞争 [1] 季度业绩预期 - 公司定于2025年10月30日市场开盘前公布季度财报 分析师预期每股收益为1.50美元 预期营收约为79.1亿美元 [2][6] - 预期每股收益较去年同期增长4.9% 预期营收同比增长4.1%至79.1亿美元 [3][6] - 过去一个月内 分析师共识每股收益预期被上调了9.3% 表明分析师观点趋于积极 [3][6] 业绩驱动因素与历史表现 - 第三季度业绩可能受到东南地区强劲需求和新项目启动的支持 [4] - 发电成本及其他费用上升可能对盈利能力造成压力 [4] - 上一季度公司业绩超预期 报告调整后每股收益91美分 主要受更高的公用事业收入推动 [4] 股价影响与未来展望 - 股价走势将主要取决于实际业绩与预期的对比 若业绩超预期可能推动股价上涨 反之则可能导致下跌 [5] - 任何即时股价变动的持续性及未来盈利预期将受到管理层在财报电话会议中对业务状况讨论的影响 [5]