Core Insights - Southern Company (SO) is a significant player in the U.S. utility industry, involved in electricity production, delivery, and infrastructure, serving millions in Georgia, Alabama, and Tennessee with a diverse energy portfolio [1][2] Financial Performance - Southern reported strong first-quarter 2025 earnings with adjusted EPS of $1.23, reflecting a 20% year-over-year increase, and net income of $1.4 billion, driven by higher utility revenues and disciplined cost management [5][9] - The company increased its annual dividend by $0.08 per share, marking its 24th consecutive annual hike and 78 years of uninterrupted payouts, indicating a commitment to shareholder returns [6][20] Growth Drivers - Southern's service territories are experiencing robust economic activity, with over 50 gigawatts (GW) of large-load projects in the pipeline, including significant contracts like Hyundai's Georgia plant, providing visibility into future revenue growth [7][8] - The company benefits from supportive regulatory environments, particularly in Georgia, where new tariff structures for data centers offer pricing certainty and reduce regulatory risk [8][10] Market Performance - Over the past six months, SO's share price has risen by 15.7%, outperforming the broader Utility-Electric Power sub-industry, which gained 13.5%, and the overall Utilities Sector, which returned 13.8% [11] Strategic Focus - Southern is committing significant resources to expand natural gas and renewable energy, along with innovations like microgrids, reflecting its dedication to a sustainable energy framework [2][3] - The company's diversified energy mix and substantial infrastructure position it well for leadership in the transition to cleaner energy sources [2][3] Challenges - Management estimates that tariffs could increase costs by 1-3%, with potential impacts from prolonged trade tensions or new tariffs affecting margins [14] - Execution risks exist within the 50 GW pipeline, as only 10 GW are currently committed, with the remainder subject to permitting and financing [15] - Environmental liabilities, including coal ash cleanup and litigation, pose ongoing financial challenges, with projected costs exceeding $100 million in 2025 [16] - Weather-dependent earnings may introduce volatility, as first-quarter results were positively impacted by colder weather, but broader demand showed signs of softness [17] Conclusion - Southern Company presents compelling investment reasons, including strong earnings growth, a consistent dividend increase, and robust economic development in its service areas, while facing notable headwinds such as tariff pressures and execution risks [20][21]

Leadership Transition - Southern Company announced the retirement of Daniel S. Tucker, the current executive vice president and chief financial officer, effective October 1, 2025, with David P. Poroch set to succeed him as CFO on July 31, 2025 [1][2] - Tucker has been with Southern Company since 1998 and has held various leadership roles, including CFO since September 2021, where he focused on delivering predictable results and ensuring financial integrity [2][3] - Poroch has been with Southern Company since 2012 and has held multiple leadership positions, including executive vice president, CFO, and treasurer of Georgia Power, and most recently as comptroller and chief accounting officer [3][4] Company Overview - Southern Company is a leading energy provider serving approximately 9 million customers across the Southeast and beyond, with a mission to provide clean, safe, reliable, and affordable energy [5] - The company operates electric and natural gas distribution companies in multiple states and is committed to innovation, resilience, and sustainability, aiming for net-zero greenhouse gas emissions by 2050 [6]

With the major stock market indexes hovering around all-time highs, there aren't as many dirt-cheap value stocks hiding in plain sight. But there are plenty of opportunities if you know where to look.Utilities, airlines, and stodgy industrial companies won't light up a growth investor's radar. However, they can be exactly what dividend seekers are looking for to boost their passive income stream.Here's why these three Motley Fool contributors think NextEra Energy (NEE 1.39%), United Airlines (UAL 14.33%), a ...

2022年以来，我市有序推进建成年限在20—30年的老旧燃气管道改造，并制定印发了《南京市城 市燃气管道"带病运行"专项治理实施方案》，明确"十四五"期间全市计划改造总里程为608.7公里。记者 昨天从市城乡建设委员会了解到，目前全市已完成老旧燃气管道更新改造596.7公里，进度已达98%。 更新改造20公里市政老旧燃管被列入南京市年度民生实事事项，汉中路、解放路、太平北路等， 目前改造完成25.4公里市政老旧燃管，提前并超额完成年度任务。 今年，南京安排了140.3公里的老旧燃气管道改造任务，目前已完成128.3公里。其中除市政燃管 外，还包括庭院、小区立式管道等。南秀村片区原户内燃气管道使用超20年，穿墙穿楼板位置已出现 老化腐蚀等状况。本次改造涉及17幢楼704户，分两批次实施新旧管道切换，目前已全部完工，总计改 造地上燃气管道3415米。 据了解，改造采用"外墙管原表位"方案，先在户外沿建筑外墙新建燃气管道，延伸至各层住户燃气 表原位置，待新管道验收合格，停用封堵旧管道，再连通新管道与户内燃气表。施工中应用整体式穿墙 管新材料，提升管道穿墙处防腐效果与使用寿命。 "以前的旧管道是跟楼一起建的，眼看着锈 ...

Core Points - California Water Service Group will release its 2025 second-quarter earnings results on July 31, 2025, at 9:00 a.m. ET, followed by a conference call at 11:00 a.m. ET [1] - The conference call will be hosted by key executives including Chairman and CEO Martin A. Kropelnicki, CFO James P. Lynch, and Chief Business Development Officer Shilen M. Patel [2] - A slide presentation will be available on the company's website prior to the call [2] Company Overview - California Water Service Group is the parent company of several regulated utilities, including California Water Service, Hawaii Water Service, New Mexico Water Service, Washington Water Service, and Texas Water Service [3] - The company provides regulated and non-regulated water and wastewater services to over 2 million people across California, Hawaii, New Mexico, Texas, and Washington [3] - The common stock of California Water Service Group trades on the New York Stock Exchange under the symbol "CWT" [3]

Core Viewpoint - Itron, Inc. is set to release its financial results for the quarter ending June 30, 2025, on July 31, 2025, before market opens, followed by a management conference call to discuss the results [1]. Group 1 - The financial results will be available on the company's website at 8:30 a.m. EDT on July 31, 2025 [1]. - A management conference call will take place at 10 a.m. EDT on the same day to discuss the financial results [1]. - Interested parties can access the conference call via a live webcast and should pre-register and test audio software beforehand [2]. Group 2 - A replay of the conference call will be available until August 7, 2025, on the company's website [3]. - Itron is focused on transforming the management of energy, water, and city services through intelligent infrastructure solutions [4]. - The company aims to improve efficiency, build resilience, and provide safe, reliable, and affordable services to utilities and cities [4].

Company Overview - Consolidated Edison, Inc. is one of the largest investor-owned energy-delivery companies in the United States, with approximately $15 billion in annual revenues for the year ended December 31, 2024 [2] - The company has total assets amounting to $71 billion as of March 31, 2025 [2] Services Provided - The company operates through several subsidiaries, including: - Consolidated Edison Company of New York, Inc., which provides electric service in New York City and Westchester County, gas service in Manhattan, the Bronx, parts of Queens, and parts of Westchester, as well as steam service in Manhattan [2] - Orange and Rockland Utilities, Inc., serving customers in a 1,300-square-mile area in southeastern New York State and northern New Jersey [2] - Con Edison Transmission, Inc., which invests in electric transmission projects and manages electric and gas assets through joint ventures, primarily under the oversight of the Federal Energy Regulatory Commission [2]

In my earlier piece “ What I Got Wrong (And Right) ” on AES Corporation (NYSE: AES ), I argued the stock’s steep selloff had created an attractive entry point for long-minded, dividend-focused investors. The appeal was simple: a utility with a growing renewableJoseph Jones, professor at The University of Southern Mississippi, has over fifteen years of experience studying the market. He focuses on portfolio construction from a dividend growth investor's perspective. The insights expressed in his research are ...

The Nuclear Regulatory Commission expects to approve by the end of 2026 Tennessee Valley Authority’s plan to build a small nuclear reactor, as demand for electricity surges https://t.co/rkFSXqMxLp ...

Group 1 - PPL Corporation will release its consolidated second-quarter 2025 earnings results on July 31, 2025 [1] - The conference call to discuss the quarterly results and business outlook will begin at 11 a.m. Eastern Time [1] - The call will be accessible via a live webcast and telephone for interested participants [2] Group 2 - PPL Corporation is a leading U.S. energy company providing electricity and natural gas to over 3.6 million customers [4] - The company focuses on building smarter, more resilient power grids and advancing sustainable energy solutions [4] - Additional information about PPL can be found on their official website [4]