Southern Co (NYSE:SO) reported mixed second-quarter 2025 results, with revenue exceeding analyst expectations but earnings per share (EPS) falling slightly short. The utility holding company posted revenue of $6.97 billion for the quarter, surpassing the consensus estimate of $6.47 billion. However, EPS came in at $0.91, marginally below the $0.92 forecast by analysts.
Key Takeaways from the Earnings Report
- Revenue Beat: Southern Co’s Q2 revenue of $6.97 billion outperformed expectations by approximately 7.8%, driven by strong performance across its electric and gas utilities.
- EPS Slight Miss: The reported EPS of $0.91 was slightly below the $0.92 estimate, reflecting higher operational costs, including fuel expenses and regulatory adjustments.
- Year-over-Year Decline: Net earnings for Q2 2025 were $0.9 billion ($0.80 per share), down from $1.2 billion ($1.10 per share) in Q2 2024. The six-month earnings also showed a modest decline, from $2.3 billion ($2.13 per share) in 2024 to $2.2 billion ($2.01 per share) in 2025.
Market Reaction
The stock showed modest pre-market gains of about 0.42%, suggesting a cautiously optimistic response from investors. Over the past month, shares have risen 2.8%, while weekly performance remained nearly flat (-0.24%). The market appears to be balancing the revenue beat against the slight EPS miss and broader macroeconomic concerns affecting utility stocks.
Forward-Looking Estimates
Analysts project Q3 2025 revenue at $7.61 billion, with full-year 2025 sales estimated at $28.6 billion. While no formal outlook was provided in the press release, the company’s ability to surpass revenue expectations may signal resilience in its core operations.
For a deeper dive into Southern Co’s earnings and analyst estimates, visit the earnings page.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
