Financial Performance - Q2 2025 adjusted EPS was $0.92, exceeding estimates by $0.07[12] - YTD 2025 adjusted EPS reached $2.15[16] - Southern Company projects a full-year adjusted EPS guidance between $4.20 and $4.30[20] - Weather-normal retail electric sales grew by 3% in Q2 2025 compared to the previous year[12] Capital Investment and Financing - The company has a $76 billion capital investment plan, a $13 billion increase from the prior base forecast[12, 32] - State-regulated utilities account for 95% of the 5-year capital plan, totaling $72 billion[38] - Incremental equity needs through 2029 are estimated at $5 billion to fund the increased capital investment plan[40] - Over $8.9 billion in committed credit facilities and available liquidity of $7.6 billion as of June 30, 2025[68] Generation Resources and Sales - Georgia Power filed for certification of 10 GW of new generation resources through all-source RFP processes[28, 31] - Data center usage increased by 13%[24] - Economic development announcements included 6,000 new jobs and ~$2 billion of capital investment in Q2[27]
Southern Company(SO) - 2025 Q2 - Earnings Call Presentation