Southern Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.7%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$31Bnext fiscal year
FY EPS (est.)
$4.59next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Year-to-date adjusted EPS (USD per share) Quarterly2.5Target: FY2026 adjusted EPS guidance of $4.50-$4.60, with management expecting results near or at the top
Year-to-date weather-normal retail electricity sales growth (percent) Quarterly2.3%Target: Approximately 10% projected electric-sales growth from 2026 through 2030
Contracted large-load capacity (GW) Quarterly17.0Target: Preserve contracted capacity and convert the additional 8 GW identified as late-stage or finalizing
Quarterly common-stock dividend (USD per share) Quarterly0.8Target: Maintain a regular, predictable and sustainable dividend at least equal to the prior year, subject to board approval
Watch Items
- Delivery against FY2026 adjusted EPS guidanceAction: Reassess execution assumptions, earnings-growth expectations and the scenario price targets if adjusted EPS falls below management's guidance floor.
- Retention and conversion of contracted large-load demandAction: Investigate cancellations, delays, collateral changes and regulatory approvals, then reduce the demand-growth contribution assumed in the thesis.
- Equity funding required for the base capital planAction: Evaluate incremental dilution, financing costs and whether capital spending or credit objectives have changed.
Research as of 29 Aug 2026