SOSouthern Company
Price
-3.5%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality strong, nothing alarming, price roughly fair, growth fading, the market undecided.
Southern Company is a holding company that owns all of the outstanding common stock of three traditional electric operating companies, Southern Power Company, and Southern Company Gas. Southern Company also owns SCS, Southern Linc, Southern Holdings, Southern Nuclear, PowerSecure, and other direct and indirect subsidiaries.
In the company’s own words · 10-K filed Feb 19, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Southern Company (SO) reported revenue of $8.40B in Q1 2026 (quarter ended Mar 31, 2026), up 8.0% from the same quarter a year earlier. That came with net income of $1.34B (16% of revenue). For the full year FY2025, revenue was $29.6B (+11% year on year) and net income $4.17B. Its largest product in Jun 2026 was Retail Electric Industrial at $1.02B, 15% of the disclosed total, just ahead of Natural Gas at 14%. The next results filing is expected around Oct 29, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 6, 2026On August 6, 2026, The Southern Company (the “Company”) issued $833,750,000 aggregate principal amount of its Series 2026A 2.125% Convertible Senior Notes due December 15, 2027 (the “Series 2026A Convertible Senior Notes”) and $1,897,500,000 aggregate principal amount of its Series 2026B 3.50% Convertible Senior Notes …New debt or off-balance-sheet obligation · Form 8-K
- Aug 4, 2026On August 3, 2026, The Southern Company (the “Company”) issued a press release announcing the upsize and pricing of offerings of $725 million aggregate principal amount of its Series 2026A 2.125% Convertible Senior Notes due December 15, 2027 (the “Series 2026A Convertible Notes”) and $1.65 billion aggregate principal …Other event · Form 8-K
- Aug 3, 2026On August 3, 2026, The Southern Company (the “Company”) issued a press release announcing proposed offerings of $650 million aggregate principal amount of convertible senior notes due 2027 (the “2027 Convertible Notes”) and $1.5 billion aggregate principal amount of convertible senior notes due 2029 (the “2029 …Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $6.79BThe company’s own SEC segment disclosure.
- Retail Electric Industrial$1.02B15%
- Natural Gas$966.0M14%
- Natural Gas Distribution$873.0M13%
- Wholesale Electric$699.0M10%
- Wholesale Electric$510.0M8%
- Other$450.0M7%
- Other (17)$2.27B33%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Utilities, Regulated Electric
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