Southern Co Q4 revenue up 10%, beats estimates

Southern

19/02/2026 12:39

Overview

Energy provider's Q4 revenue rose, beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Adjusted net income for Q4 missed analyst estimates

Outlook

Southern Co did not provide specific future financial guidance

Result Drivers

HIGHER UTILITY REVENUES - Southern Co reported higher utility revenues as a key driver for its Q4 2025 results, contributing to a 10.1% increase in operating revenues compared to Q4 2024

INCREASED EXPENSES - The company faced higher non-fuel operations and maintenance expenses, depreciation and amortization, and interest expenses, which offset revenue gains

STRATEGIC FOCUS - Southern Co emphasized its strategy of meeting growing demand while maintaining rate stability and long-term savings for customers

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$7 bln
$6.49 bln (8 Analysts)
Q4 Adjusted EPS
Miss
$0.55
$0.57 (15 Analysts)
Q4 Adjusted Net Income
Miss
$612 mln
$646.44 mln (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 15 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the electric utilities peer group is "buy."

Wall Street's median 12-month price target for Southern Co is $98.00, about 7.6% above its February 18 closing price of $91.04

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nPn3H4chxa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)