Logotype for The Southern Company

The Southern Company (SO) investor relations material

The Southern Company Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for The Southern Company
Q2 2025 earnings summary31 Jul, 2025

Executive summary

  • Q2 2025 adjusted EPS was $0.92, exceeding estimates by $0.07, with strong retail sales and data center demand, but net income and EPS declined year-over-year due to higher O&M, depreciation, and interest costs.

  • Operations remained reliable during peak demand and extreme heat events.

  • Economic development in Q2 included 6,000 new jobs and $2B in capital investment.

  • Leadership transition: Dan Tucker retired as CFO, succeeded by David Poroch.

Financial highlights

  • Q2 2025 adjusted EPS was $0.92, $0.07 above estimate but $0.18 lower year-over-year; reported EPS was $0.80.

  • Q2 2025 operating revenues rose to $7.0B, up from $6.5B in Q2 2024; six-month revenues were $14.7B, up from $13.1B.

  • Retail electricity sales grew 3% year-over-year in Q2, with residential up 2.8% and commercial/industrial up 3.5%/2.8%.

  • Data center usage rose 13% year-over-year; industrial segments like transportation, metals, and paper saw robust growth.

  • Q3 2025 adjusted EPS estimate is $1.05–$1.50 per share.

Outlook and guidance

  • 2025 full-year adjusted EPS guidance is $4.20–$4.30, with long-term EPS growth targeted at 5%–7% and rate base growth outlook increased to 8% through 2029.

  • Remain on track to meet 2025 financial objectives; annual financial plan updates expected.

  • Georgia Power's ARP extension freezes base rates through 2028, with ROE set at 10.5% and an equity ratio of 56%.

  • Regulatory outcomes and approvals support future positioning and growth.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next The Southern Company earnings date

Logotype for The Southern Company
Q3 202530 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next The Southern Company earnings date

Logotype for The Southern Company
Q3 202530 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

The Southern Company engages in the generation, transmission, and distribution of electricity. The company operates in two segments: Electric Utilities, which includes the operations of its electric utilities; and Gas Utilities, which includes the operations of its gas utilities. It also owns a nonregulated utility subsidiary that operates an underground natural gas storage facility.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage