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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Southern Company (SO) is 6/10.
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.
Scored from Southern Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q1 | $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 |