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Southern Co
F:SOT

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Southern Co
F:SOT
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Kurs: 81,66 EUR -0,32%
Marktkap.: €89,38 Mrd.

Southern Co
Investor Relations

Southern Company ist ein bedeutendes US-amerikanisches Versorgungsunternehmen, das Strom und Erdgas im Südosten des Landes liefert. Seine Hauptgeschäfte sind regulierte Stromversorgungsunternehmen und Erdgasverteilungsunternehmen, die Strom erzeugen oder einkaufen, ihn über Leitungen und Pipelines transportieren und an Haushalte, Unternehmen und industrielle Kunden liefern. Zudem unterhält es gewisse Energieinfrastruktur- und Großhandelsaktivitäten, die mit der Versorgung dieser Versorgungsnetze verbunden sind. Das Unternehmen erzielt den Großteil seiner Erlöse, indem es Kunden Gebühren in Rechnung stellt, die von staatlichen und föderalen Regulierungsbehörden genehmigt werden. Das bedeutet, dass es kein Verbraucher-Brand-Produkt verkauft; vielmehr erwirtschaftet es stetige Versorgungsumsätze aus lokalen Versorgungsgebieten, in denen Kunden in der Regel keinen anderen Stromanbieter wählen können. Zu seinen Hauptkunden zählen Privathaushalte, gewerbliche Gebäude, Fabriken und öffentliche Einrichtungen, die täglich auf zuverlässige Strom- und Gasversorgung angewiesen sind. Was Southern Company auszeichnet, ist seine Rolle als essentielle Infrastruktur statt eines typischen wettbewerbsorientierten Unternehmens. Solche Versorgungsunternehmen bauen und unterhalten die langfristig betriebenen Netze, die Städte und Industrien am Laufen halten, und sie lassen sich diese Kosten über regulierte Preise im Zeitverlauf erstatten. Das verleiht dem Geschäftsmodell des Unternehmens eine Ausrichtung auf verlässlichen Service, umfangreiche Anlagenwerte und enge Aufsicht durch Regulierungsbehörden.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
30. Apr 2026
KI-Zusammenfassung
Q1 2026

Beat: Southern reported adjusted EPS of $1.32 for Q1 2026, which was $0.12 above management’s estimate and $0.09 higher than a year ago.

Load growth: Demand remains very strong, with weather-normal retail electricity sales up 2.3% and data center usage up 42% year over year.

Contracting: The company signed another 1.9 gigawatts of large-load contracts in the last 2 months, lifting fully contracted large-load agreements to more than 11 gigawatts.

Outlook: Management said the pipeline remains well over 75 gigawatts and that 6 gigawatts of late-stage load could be finalized in the near term.

Capital plan: Southern is moving ahead with 400 megawatts of Southern Power uprates, a new 2 to 6 gigawatt Georgia all-source RFP, and a 10 gigawatt portfolio of approved resources already in development.

Financing: The company highlighted $26.5 billion of DOE loan agreements and said it now expects about $1.8 billion of remaining equity or equity equivalents through 2030.

Dividend: The board raised the annual common dividend by $0.08 to $3.04 per share, marking the 25th straight annual increase.

Wichtige Finanzkennzahlen
Adjusted EPS
$1.32
Annual common dividend
$3.04 per share
Weather-normal retail electricity sales
2.3%
Data center usage
42%
Commercial sales
4.5%
Industrial sales
1.5%
New customer additions
46,000
Large-load contracts signed in last 2 months
1.9 gigawatts
Fully contracted large-load agreements
more than 11 gigawatts
Contracted or late-stage load
23 gigawatts
Large-load pipeline
well over 75 gigawatts
Late-stage load in active discussions
12 gigawatts
Near-term late-stage load expected to finalize
roughly 6 gigawatts
Georgia RFP size
2 to 6 gigawatts
Southern Power uprates
400 megawatts
Additional uprate opportunity
300 megawatts
Southern Power capital plan increase from uprates
approximately $700 million
DOE loan agreements
$26.5 billion
Projected customer savings from DOE loans
$7 billion
Remaining equity or equity equivalents needed through 2030
approximately $1.8 billion
Equity sourced through ATM in the quarter
$500 million
Economic development announcements in the quarter
over $7 billion
Permanent jobs announced in the quarter
nearly 4,000
Hyundai investment in Illinois
$500 million
Hyundai jobs in Illinois
2,500
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Christopher C. Womack
CEO, President & Chairman

Christopher C. Womack is a prominent executive at Southern Company, one of the largest energy providers in the United States. He holds the position of President and Chief Executive Officer of Southern Company, a role he assumed in 2023. Womack has had a long and distinguished career with the company, having joined in 1988. Over the years, he has served in various leadership roles, contributing significantly to the company's operations and strategic initiatives. Before becoming CEO, Womack was the Executive Vice President and President of External Affairs at Southern Company. In this capacity, he was responsible for overseeing public policy strategies and regulatory affairs, as well as fostering relationships with governmental and regulatory agencies. Prior to his tenure at Southern Company, Womack held various positions of increasing responsibility, reflecting his leadership acumen and expertise in the energy sector. His experience and leadership have been instrumental in driving the company's efforts in sustainability, innovation, and community engagement. Womack is also known for his commitment to diversity, equity, and inclusion within the workplace and has been actively involved in numerous civic and community organizations. His leadership extends beyond the company, as he often speaks on issues related to energy policy and community development. He holds a bachelor's degree from Western Michigan University and a master's degree from American University. His dedication to professional development and impact on the energy industry makes him a respected figure both within Southern Company and the broader energy community.

Mr. Daniel S. Tucker
Executive VP & CFO

Daniel S. Tucker is an executive at Southern Company, where he has held significant financial roles. He serves as the Executive Vice President and Chief Financial Officer (CFO). In this capacity, Tucker is responsible for overseeing the financial health of Southern Company, including financial planning, risk management, accounting, and investor relations. With a background in finance and extensive experience within the energy sector, Tucker plays a crucial role in shaping the financial strategies that support Southern Company's operations and growth objectives. Prior to becoming CFO, he held various leadership roles within the company that contributed to his deep understanding of the energy industry and the company's financial structure.

Ms. Kimberly Scheibe Greene
Chairman, President & CEO of Georgia Power

Kimberly S. Greene is a prominent executive in the energy industry, serving as the Chairman, President, and Chief Executive Officer of Southern Company Gas, a subsidiary of Southern Company. Before assuming the CEO role at Southern Company Gas, Greene held various leadership positions within Southern Company, including Executive Vice President and Chief Operating Officer. She has a wealth of experience in the utility and energy sectors, having previously worked with other major companies such as the Tennessee Valley Authority, where she was the Chief Generation Officer, and Mirant Corporation. Greene is recognized for her expertise in operational excellence, strategic planning, and sustainable energy solutions. Her educational background includes a bachelor's degree in engineering science and mechanics from the University of Tennessee, a master's degree in biomedical engineering from the University of Alabama at Birmingham, and an MBA from Samford University. Under her leadership, Southern Company Gas focuses on delivering clean, safe, reliable, and affordable energy to its customers. She is highly regarded for her commitment to innovation and sustainability in the energy industry.

Mr. James Y. Kerr II
CEO, President & Chairman of Southern Company Gas

James Y. Kerr II is an accomplished attorney and executive with a substantial track record in the energy sector. At Southern Company, he serves as the Executive Vice President, General Counsel, Chief Compliance Officer, and a key part of the leadership team. In his role, Kerr is responsible for overseeing the company’s legal affairs, corporate governance, compliance, and managing external legal services. Before joining Southern Company, James Kerr served as a partner at McGuireWoods LLP, where he specialized in energy law, advising clients on a wide range of regulatory and legal issues in the energy industry. Earlier in his career, he held significant roles at the North Carolina Utilities Commission, including serving as a Commissioner. Kerr's experience here gave him valuable insights into utility regulation and the integration of regulatory frameworks in energy operations. Kerr is recognized for his strategic approach to legal and compliance matters, which helps guide Southern Company's efforts in navigating the complex energy sector. His leadership ensures the company maintains the highest standards of legal integrity and compliance in its operations.

Mr. David P. Poroch
Comptroller & Chief Accounting Officer

David P. Poroch is an accomplished executive who has served as the Executive Vice President and Chief Financial Officer at Southern Company. He plays a critical role in overseeing the company's financial strategies and operations. Mr. Poroch is responsible for guiding Southern Company's financial planning and execution, investor relations, accounting, tax, and treasury activities. With a rich background in finance and management, Poroch is known for his strategic approach to financial management, ensuring Southern Company’s financial sustainability while fostering growth and stability in the utilities sector. His leadership has contributed significantly to the company's ability to navigate the challenges of the energy industry, maintaining a keen focus on financial performance and shareholder value. David P. Poroch's extensive experience and expertise in financial management have made him a key asset to Southern Company, a leading provider of energy in the United States, serving millions of customers with its subsidiaries across the electricity and gas sectors.

Mr. Martin Bernard Davis
Chief Information Officer & Executive VP

Martin Bernard Davis is the Executive Vice President and Chief Information Officer (CIO) at Southern Company, where he plays a critical role in overseeing the company's information technology strategy and operations. Prior to joining Southern Company, Davis accumulated extensive experience in the financial services industry, having served in key IT leadership positions at Wells Fargo and Wachovia. His expertise spans areas such as digital transformation, cybersecurity, data analytics, and the integration of innovative technologies to enhance business processes. Under his leadership, Southern Company has continued to advance its technology infrastructure to support its mission of providing reliable energy services. Davis holds a degree from the University of Maryland, where he cultivated his foundation in technology and management.

Mr. Greg MacLeod
Director of Investor Relations

Greg MacLeod serves as the Executive Vice President of Customer & Operations for Southern Company. In this role, he is responsible for ensuring top-notch customer service and overseeing operational efficiencies across the company. With a career spanning several decades in the energy industry, MacLeod brings substantial expertise in strategic planning, operational management, and leadership development. Before assuming his current position, he held various leadership roles within Southern Company, where he contributed significantly to its growth and success. MacLeod has been instrumental in implementing innovative solutions to enhance the customer experience and improve service delivery. His leadership style emphasizes collaboration, customer satisfaction, and a commitment to sustainable energy practices. MacLeod holds a degree in Engineering and has participated in numerous executive training programs. His contributions have been recognized with several industry awards, underscoring his impact on the energy sector. He is also active in community service and professional organizations, reflecting his dedication to both his industry and his community.

Mr. Sterling A. Spainhour Jr.
EVP & Chief Legal Officer

Sterling A. Spainhour Jr. is senior vice president, general counsel, and corporate secretary for Southern Company, a major U.S. energy provider. He is responsible for overseeing Southern Company's legal affairs, providing legal counsel to the company's executives and board of directors, and managing corporate governance matters. Before joining Southern Company, Spainhour was a partner at Jones Day, a leading global law firm, where he specialized in complex litigation and legal strategy. His extensive legal expertise and leadership skills help guide Southern Company in regulatory compliance, corporate governance, and strategic business decisions.

Ms. Sloane N. Drake
Executive VP & Chief Human Resources Officer

Sloane N. Drake is the Executive Vice President and Chief Human Resources Officer at Southern Company. In this role, she is responsible for overseeing human resources policies and programs across the company, which includes talent management, leadership development, compensation and benefits, employee relations, and diversity and inclusion initiatives. Sloane has played a significant role in shaping the employee experience and aligning human resources strategies with the company’s business goals. Drake joined Southern Company in 2001 and has held various leadership positions within the human resources department, contributing to her extensive experience within the industry. She is known for her dedication to fostering a positive workplace culture and her efforts to drive organizational effectiveness through strategic human resources management. Drake is also actively involved in various professional and community organizations, reflecting her commitment to both her profession and her community.

Mr. Stanley W. Connally Jr.
Executive Vice President

Stanley W. Connally Jr. is a prominent figure in the utility industry, particularly known for his work with the Southern Company, a leading energy company based in Atlanta, Georgia. Connally has held several key leadership roles within the company, showcasing his extensive expertise in the energy sector. Throughout his career at Southern Company, Connally has served in various capacities, including as the president and CEO of Gulf Power, one of Southern Company's subsidiaries. His leadership at Gulf Power was marked by a focus on operational excellence, customer service improvement, and strategic growth. In addition to his role at Gulf Power, Connally has been involved in significant initiatives across Southern Company’s broader operations. He has contributed to advancing the company's portfolios in renewable energy, enhancing regulatory and governmental relations, and ensuring safe, reliable, and affordable energy delivery to customers. Connally is recognized for his commitment to innovation and operational efficiency, playing a significant role in Southern Company's efforts to transition to cleaner energy sources while maintaining reliability and cost-effectiveness. His leadership style emphasizes collaboration, strategic planning, and adaptation to industry changes. His education and professional background, along with his numerous contributions to the energy field, have made him a respected leader within the industry. Connally's work not only impacts Southern Company but also supports broader energy and economic development initiatives across regions where the company operates.

Kontakt

Adresse
GEORGIA
Atlanta
30 Ivan Allen Jr Blvd NW
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