Earnings call briefThird-quarter 2026
Southern Company says 2026 adjusted EPS would be $4.70 if Q4 EPS is $0.30
Southern Company said the figure combines year-to-date results with its fourth-quarter adjusted EPS estimate of $0.30 per share.
GetSignal Southern SO
On its third-quarter call, Southern Company said that figure would be $0.10 above the top of its original 2026 adjusted earnings guidance range, representing 9% year-over-year growth.
Chairman, President and Chief Executive Officer Christopher Womack said the company sees an opportunity to potentially raise the upper end of its near-term guidance ranges, with an update on the next earnings call.
Quotes from the call
“Our adjusted EPS estimate for the fourth quarter is $0.30 per share, which, combined with our strong year-to-date performance, would represent full year adjusted earnings of $4.70 or $0.10 higher than the top of our original 2026 adjusted earnings guidance range, representing 9% year-over-year adjusted earnings growth.”
Key facts from the call
- Full-year 2026 adjusted earnings outlook
- $4.70 per share, 9% year-over-year growth, based on a fourth-quarter adjusted EPS estimate of $0.30
- Projected investment above base capital plan
- Approximately $4 billion, above the $81 billion base capital plan
- Potential five-year capital plan
- Could potentially approach $100 billion over a 5-year period, if company-owned resources selected in pending RFPs are ultimately authorized by the respective PSCs
- Projected remaining equity need through 2030
- Approximately $2 billion
Source: Southern Company's third-quarter 2026 earnings call, November 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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