Core Insights - Southern Co. reported $6.97 billion in revenue for the quarter ended June 2025, a year-over-year increase of 7.9%, with an EPS of $0.91 compared to $1.09 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $6.56 billion, resulting in a surprise of +6.24%, while the EPS surprise was +4.6% against a consensus estimate of $0.87 [1] Revenue Breakdown - Natural Gas revenues reached $979 million, surpassing the average estimate of $917.14 million, reflecting a year-over-year increase of +17.8% [4] - Southern Company Natural Gas reported $979 million, exceeding the estimated $855.44 million, marking a +17.8% change from the previous year [4] - Southern Power generated $546 million, slightly below the average estimate of $552.52 million, with a year-over-year increase of +4.2% [4] - Georgia Power - Wholesale Revenues were $107 million, significantly above the average estimate of $70.97 million, representing a +69.8% year-over-year change [4] - Georgia Power - Other Revenues totaled $238 million, exceeding the estimated $225.21 million, with a +10.7% change from the previous year [4] - Mississippi Power - Retail Revenues reached $274 million, surpassing the average estimate of $243.08 million, reflecting a +13.2% year-over-year increase [4] - Mississippi Power - Other Revenues were $9 million, below the average estimate of $12.08 million, showing a year-over-year decrease of -10% [4] - Southern Company Gas - Gas Distribution Operations reported $885 million, exceeding the average estimate of $781.07 million, with a +18.2% year-over-year change [4] - Southern Company Gas - Gas Pipeline Investments generated $8 million, below the average estimate of $23.68 million, with no year-over-year change [4] - Southern Company Gas - Gas Marketing Services reported $83 million, exceeding the estimated $74.82 million, marking an +18.6% change from the previous year [4] - Retail Electric revenues were $4.76 billion, surpassing the average estimate of $4.3 billion, reflecting a +6.1% year-over-year increase [4] - Alabama Power generated $1.97 billion, exceeding the average estimate of $1.92 billion, with a +5.1% year-over-year change [4] Stock Performance - Southern Co. shares returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Compared to Estimates, Southern Co. (SO) Q2 Earnings: A Look at Key Metrics