Southern Company (SO) · Form 8-K filed Nov 5, 2026
| Key figure | This quarter |
|---|---|
| Revenue | $8.8 billion |
| Net income (GAAP) | $2.05 billion |
| Diluted EPS (GAAP) | $1.76 |
Results
Third-quarter 2026 operating revenues were $8.8 billion, compared with $7.8 billion for the third quarter of 2025, an increase of 13.0%.
Net income attributable to Southern Company was $2,046 million, compared with $1,711 million a year earlier.
GAAP diluted earnings per share was $1.76 for the quarter, compared with $1.54 in the third quarter of 2025. For the nine months ended September 30, 2026, GAAP diluted EPS was $4.00, compared with $3.54 a year earlier.
On the company's adjusted basis, which excludes certain items, earnings were $2.2 billion, or $1.94 per share, compared with $1.8 billion, or $1.60 per share, in the third quarter of 2025.
What else stood out
The company reported third-quarter earnings of $2.0 billion, or $1.77 per share, in 2026, compared with $1.7 billion, or $1.55 per share, in the third quarter of 2025.
By segment, Traditional Electric Operating Companies net income was $2,272 in the quarter versus $1,920 a year earlier. Southern Power net income was $52 in the quarter versus $3 a year earlier.
Earlier GAAP quarters show a rising revenue base: $7.8 billion in the first quarter of 2026 and $8.4 billion in the first quarter of 2026 filings, with quarterly diluted EPS of $1.20 in the first quarter of 2026 and $1.54 in the third quarter of 2025.
