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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Carly Davenport | Goldman Sachs | 14 questions · 0% challenging |
| Julien Dumoulin-Smith | Jefferies | 14 questions · 14% challenging |
| Nick Campanella | Barclays | 11 questions · 0% challenging |
| Steve Fleishman | Wolfe Research | 10 questions · 10% challenging |
| Jeremy Tonet | JPMorgan | 10 questions · 0% challenging |
| Andrew Weisel | Scotiabank | 10 questions · 20% challenging |
| Paul Fremont | Ladenburg Thalmann | 8 questions · 0% challenging |
| Shar Pourreza | Wells Fargo | 8 questions · 0% challenging |
| Travis Miller | Morningstar | 7 questions · 0% challenging |
| David Arcaro | Morgan Stanley | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 analyst | 14 questions · 14% challenging |
| Goldman Sachs | 1 analyst | 14 questions · 0% challenging |
| Barclays | 1 analyst | 11 questions · 0% challenging |
| Wolfe Research | 1 analyst | 10 questions · 10% challenging |
| JPMorgan | 1 analyst | 10 questions · 0% challenging |
| Scotiabank | 1 analyst | 10 questions · 20% challenging |
| Wells Fargo | 1 analyst | 8 questions · 0% challenging |
| Ladenburg Thalmann | 1 analyst | 8 questions · 0% challenging |
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Southern Company reported Q1 2026 adjusted EPS of $1.32, up 9 cents from 2025 and 12 cents above its estimate, as data center demand accelerated sharply with large load contracting momentum intensifying. The company maintained its 7-8% EPS CAGR growth outlook and highlighted DOE loan agreements providing historic financing benefits, while Southern Power growth investments expanded. The Georgia RFP signaled a multi-year generation build, though higher financing costs and milder weather partially offset the underlying growth trajectory.
Demand | Capex Investment | Guidance Reliability | Regulation Policy | Revenue Growth | Capital Allocation | Competitive Dynamics | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 4 | 3 | 3 | 4 | 2 | 2 |
| 2025Q1 | 5 | 3 | 3 | 4 | 3 | 2 | 1 | 1 |
| 2025Q2 | 5 | 4 | 6 | 1 | 5 | 3 | 3 | 4 |
| 2025Q3 | 6 | 3 | 4 | 5 | 3 | 3 | 3 | 1 |
| 2025Q4 | 9 | 7 | 5 | 4 | 3 | 2 | 5 | 1 |
| 2026Q1 | 6 | 6 | 5 | 4 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 6 | 9 | 6 |
| Capex Investment | 5 | 3 | 4 | 3 | 7 | 6 |
| Guidance Reliability | 4 | 3 | 6 | 4 | 5 | |
| Regulation Policy | 3 | 4 | 1 | 5 | 4 | 5 |
| Revenue Growth | 3 | 3 | 5 | 3 | 3 | 4 |
| Capital Allocation | 4 | 2 | 3 | 3 | 2 | 2 |
| Competitive Dynamics | 2 | 1 | 3 | 3 | 5 | 2 |
| Supply Chain | 2 | 1 | 4 | 1 | 1 | 2 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Southern Company reported Q1 2026 adjusted EPS of $1.32, up 9 cents from 2025 and 12 cents above its estimate, as data center demand accelerated sharply with large load contracting momentum intensifying.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Southern Company (SO), FY2026 Q1: 6/10. Scores: Southern Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: SO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.34B | +4.9% | $0.48 | -38.5% | 16.7% | 8.4% | $-764M |
| FY2025 Q1 | $7.78B | +17.0% | $1.21 | +17.5% | 25.9% | 17.2% | $-1.19B |
| FY2025 Q2 | $6.97B | +7.9% | $0.80 | -26.6% | 25.3% | 12.6% | $-755M |
| FY2025 Q3 | $7.82B | +7.5% | $1.54 | +10.8% | 33.2% | 21.9% | $384M |
| FY2025 Q4 | $6.98B | +10.1% | $0.37 | -22.9% | 13.0% | 6.0% | $-1.69B |
| FY2026 Q1Selected | $8.40B | +8.0% | $1.20 | -0.8% | 24.0% | 16.1% | $-1.72B |
| FY2026 Q2 | $6.98B | +0.1% | $1.03 | +28.8% | 25.5% | 16.8% | $6.00B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +8.00% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What SO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I'm thinking Homer City shipping port and the Duke Energy and Southern Company deals, I think it's 2.6 Bcf a day of supply in total.”
Southern Company is a counterparty on EQT's large-scale gas supply deals (~2.6 Bcf/day total across named projects); EQT confirmed progress.
“a recently announced Hyundai investment in Illinois that is expected to bring 2,500 jobs and $500 million of investment to the Nicor Gas service territory”
Hyundai's $500M Illinois investment adds industrial load and jobs to Southern Company's Nicor Gas territory, a positive economic-development signal for Hyundai's US expansion.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SO Southern Company | 6 | +8.0% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +26.2% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |