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The Southern Company (SO) investor relations material
The Southern Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 adjusted EPS was $1.60, exceeding estimates by $0.10, with net income rising 11.5% year-over-year to $1.7 billion, driven by robust customer growth, higher retail electric revenues, and strong demand from data centers and industrials.
State-regulated electric and gas utilities delivered reliable, affordable energy to over 9 million customers, with rates more than 10% below the national average.
Large load contracts increased to 8 GW, supporting a robust long-term sales outlook and an active pipeline above 50 GW.
Major regulatory approvals included Alabama Power's acquisition of the Lindsay Hill Generating Station and Georgia Power's rate plan extension and new generation filings.
Growth was partially offset by increased depreciation, amortization, and interest expenses.
Financial highlights
Q3 2025 operating revenues were $7.8 billion, up 7.5% year-over-year; nine-month revenues reached $22.6 billion, up 10.7%.
Retail electricity sales grew 2.6% year-over-year in Q3, with commercial sector up 3.5%, residential up 2.7%, and data center sales up 17%.
Year-to-date adjusted EPS was $3.76, up from $3.56 in the prior year.
Industrial segments, including metals, paper, and transportation, each up 4% or more year-to-date.
Depreciation and amortization increased 17.5% in Q3, reflecting new plant in service and accelerated depreciation.
Outlook and guidance
Full-year 2025 adjusted EPS is projected at $4.30, at the top of the guidance range.
Q4 2025 adjusted EPS estimate is $0.54, with forecasts of 8% annual electric sales growth through 2029 and Georgia Power expected to average 12% annual growth.
Long-term adjusted EPS growth targeted at 5% to 7%, supported by projected 8% rate base growth in state-regulated utilities.
Next update to long-term plan, including refreshed capital outlook and EPS guidance, expected in February 2026.
Georgia Power's ARP extension through 2028 maintains base rates and ROE targets, with no base rate increases planned during the extension period.
What caused the Q3 'Loss on Plants Under Construction'?
Elaborate on electric demand growth opportunities.
How are project cost overruns being mitigated?
What metrics are key for 2027 EPS rebasing?
Customer reception to new large load tariff?
Future RFP timing and scope?
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Next The Southern Company earnings date
Q4 202519 Feb, 2026
Next The Southern Company earnings date
Q4 202519 Feb, 2026
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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.
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