Core Insights - ICF has been awarded a multi-million dollar contract amendment by Southern California Edison (SCE) to expand its role in the Agricultural Energy Efficiency Program (AgEE Program), significantly increasing its involvement in the agricultural sector [1] - The expansion aims to help agricultural customers reduce energy costs and improve operational efficiencies through rebates and advanced analytical tools [1] - ICF will utilize its ICF Sightline® platform to process rebates and engage customers, enhancing the program's reach and effectiveness [1] Company Overview - ICF is a leading global solutions and technology provider with approximately 9,000 employees, specializing in energy efficiency, electrification, and demand management programs [1] - The company collaborates with public and private sector clients to navigate complex challenges and implement cost-effective energy-saving programs [1] Program Details - The AgEE Program is designed to assist farms, dairies, greenhouses, and horticulture facilities in targeting high-energy usage and adopting advanced technologies [1] - ICF's partnership with SCE aims to deepen trust with agricultural customers while addressing challenges such as evolving regulations and rising operational costs [1]

The Southern Company (NYSE:SO) Q4 2025 Earnings call February 19, 2026 01:00 PM ET Company ParticipantsAlex Ferreira - Executive Director, Investment BankingChristopher C. Womack - Chairman, President and CEODavid P. Poroch - CFOGregg MacLeod - Director of Investor RelationsPaul Fremont - Managing DirectorSteve D'Ambrosi - Director in the Tax Credit Equity GroupConference Call ParticipantsAndrew Weisel - Utilities AnalystCarly Davenport - Vice President and Equity Research AnalystJeremy Tonet - Executive Di ...

The Southern Company (NYSE:SO) Q4 2025 Earnings call February 19, 2026 01:00 PM ET Company ParticipantsAlex Ferreira - Executive Director, Investment BankingChristopher C. Womack - Chairman, President and CEODavid P. Poroch - CFOGregg MacLeod - Director of Investor RelationsPaul Fremont - Managing DirectorSteve D'Ambrosio - Director in the Tax Credit Equity GroupConference Call ParticipantsAndrew Weisel - Utilities AnalystCarly Davenport - Vice President and Equity Research AnalystJeremy Tonet - Executive D ...

Financial Data and Key Metrics Changes - Southern Company reported adjusted earnings per share (EPS) of $4.30 for 2025, marking a 6% increase from the previous year and 9% average annual growth from 2023, achieving the top of its guidance range for the 11th consecutive year [4][3] - The company has maintained a strong dividend track record, with increases every year for the past 24 years, contributing to predictable and sustainable financial results [4][31] Business Line Data and Key Metrics Changes - Retail electricity sales increased by 1.7% in 2025 compared to 2024, significantly higher than the cumulative growth over the last decade [5][6] - Georgia Power experienced a 2.5% growth in electricity sales, with commercial sales up 17% year-over-year, driven by large load data center customers [6][7] - Industrial electricity sales grew by 1.4%, with gains in primary metals, lumber, paper, and transportation segments [8] Market Data and Key Metrics Changes - The company anticipates retail electric sales to grow at least 3% across its electric operating companies in 2026, with an average annual growth projection of 10% from 2026 through 2030 [17] - The total large load pipeline has increased to over 75 GW, with 26 signed contracts representing 10 GW of fully contracted electric service agreements [18] Company Strategy and Development Direction - Southern Company is focused on sustainable growth through significant investments in energy infrastructure, with a capital investment forecast of $81 billion over the next five years, primarily at state-regulated utilities [24][25] - The company is exploring opportunities for new natural gas generation and enhancements to existing generation assets to meet future market demands [15][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capture growth opportunities, citing robust economic development activity and the addition of over 21,000 new jobs in its service territories [9][10] - The company is positioned to benefit from the increasing demand for reliable energy, with expectations of improved pricing for its natural gas fleet as contracts come up for renewal [13][14] Other Important Information - Southern Company has a disciplined approach to pricing large load contracts, ensuring that existing customers benefit from the growth while maintaining rate stability [22][23] - The company is committed to preserving its strong investment-grade credit ratings while addressing $9 billion of equity needs [27][30] Q&A Session Summary Question: Inquiry about the company's long-term growth outlook beyond 2028 - Management highlighted confidence in achieving growth targets based on the execution of projects and economic expansion in service territories [45][46] Question: Clarification on the 3 GW of near-term load and its impact on the current plan - Management confirmed that the 3 GW contracts are included in the current forecast and are expected to be signed imminently [55][56] Question: Discussion on the impact of affordability legislation on data center projects - Management acknowledged ongoing conversations about the impact of legislation but expressed confidence in the continued advancement of data center projects [81][83] Question: Inquiry about the potential for new gas expansion and its alignment with data center needs - Management stated that any new gas development would be approached with a disciplined risk profile, ensuring long-term contracts with creditworthy counterparties [97]

Fourth Quarter 2025 Earnings Conference Call February 19, 2026 Cautionary Note Regarding Forward-Looking Statements Certain information contained in this presentation is forward-looking information based on current expectations and plans that involve risks and uncertainties. Forward-looking information includes, among other things, financial objectives, earnings guidance, projected capital expenditures, planned financing activities, and other financial and operational projections. Southern Company and its s ...

Southern Co. (SO) reported $6.98 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.1%. EPS of $0.55 for the same period compares to $0.50 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $6.86 billion, representing a surprise of +1.7%. The company delivered an EPS surprise of -1.79%, with the consensus EPS estimate being $0.56.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Southern Co. (SO) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this power company would post earnings of $1.5 per share when it actually produced earnings of $1.6, delivering a surprise of +6.67%.Over the last four quarters, the company ha ...

Southern Co forecasts annual profit below estimates, raises spending plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Electric power transmission pylon miniatures and Southern Company logo are seen in this illustration taken, December 9, 2022. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[Alphabet Inc]Follow[Meta Platforms Inc]Follow[Microsoft Corp]FollowShow more companiesFeb 19 (Reuters ...

Vancouver, British Columbia--(Newsfile Corp. - February 19, 2026) - Great Pacific Gold Corp. (TSXV: GPAC) (OTCQX: GPGCF) (FSE: V3H) ("Great Pacific Gold," "GPAC," or the "Company") announces the discovery of a new high-grade epithermal gold-copper vein at its flagship Wild Dog Project in Papua New Guinea, further supporting the Company's interpretation of repeated high-grade polymetallic mineralization along the 15-kilometre-long Wild Dog Structural Corridor.The newly identified Magiabe West Vein, located ...

Core Viewpoint - The Utilities Select Sector SPDR Fund (XLU) has consistently paid dividends since 1999, yielding 2.75% and delivering a total return of 20.41% over the past year, making it an attractive option for income-focused investors [1]. Group 1: Dividend Consistency and Holdings - XLU has a 2.75% yield with uninterrupted dividend payments since 1999, indicating strong reliability for income-focused investors [1]. - NextEra Energy constitutes 14.06% of XLU's holdings, with a payout ratio of 69.1%, supporting a 10% annual dividend growth [1]. - Southern Company and Duke Energy have also raised dividends, reflecting their status as regulated utilities with a history of consistent payments [1]. Group 2: Financial Health and Dividend Sustainability - NextEra Energy's conservative capital allocation strategy allows for a sustainable dividend, with earnings growth of 25.8% providing flexibility for shareholder rewards and infrastructure investments [1]. - Southern Company increased its quarterly payment from $0.72 to $0.74, while Duke Energy raised its payment from $1.045 to $1.065, both maintaining manageable payout ratios [1]. Group 3: Market Context and Total Returns - The interest rate environment has shifted favorably for dividend-paying utilities, with the 10-year Treasury yield decreasing from 4.58% to 4.09%, reducing the opportunity cost of holding dividend stocks [1]. - XLU's total returns of 20.41% over the past year highlight the growing recognition of the value proposition in utilities [1]. - The projected dividend payments for 2025 are expected to be around $2.00 annually, down from $2.24 in 2024, reflecting portfolio rebalancing rather than fundamental weakness [1].