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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Carly Davenport | Goldman Sachs | 14 (0%) |
| Julien Dumoulin-Smith | Jefferies | 14 (14%) |
| Nick Campanella | Barclays | 11 (0%) |
| Steve Fleishman | Wolfe Research | 10 (10%) |
| Jeremy Tonet | JPMorgan | 10 (0%) |
| Andrew Weisel | Scotiabank | 10 (20%) |
| Paul Fremont | Ladenburg Thalmann | 8 (0%) |
| Shar Pourreza | Wells Fargo | 8 (0%) |
| Travis Miller | Morningstar | 7 (0%) |
| David Arcaro | Morgan Stanley | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 14 (14%) |
| Goldman Sachs | 1 | 14 (0%) |
| Barclays | 1 | 11 (0%) |
| Wolfe Research | 1 |
| 10 (10%) |
| JPMorgan | 1 | 10 (0%) |
| Scotiabank | 1 | 10 (20%) |
| Wells Fargo | 1 | 8 (0%) |
| Ladenburg Thalmann | 1 | 8 (0%) |
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 |
| 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 |
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).
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 read-through 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% |