Southern Co (SOJE) income statement

SOJENYSEElectric ServicesFiscal year ends December 31Also trades as SO, SOJC, SOJD, SOJF, SOMN

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026Score 6/3012% above fair value

$15.23−0.02 (-0.13%)

Close on Oct 30, 2026Market cap $17.38BP/E 3.7Yield 19.30%

Southern Co income statement

Millions of USD, except per-share data. Shares in millions.

Line item	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31	FY 2022 2022-12-31	FY 2021 2021-12-31	FY 2020 2020-12-31	FY 2019 2019-12-31	FY 2018 2018-12-31	FY 2017 2017-12-31	FY 2016 2016-12-31	FY 2015 2015-12-31	FY 2014 2014-12-31	FY 2013 2013-12-31	FY 2012 2012-12-31	FY 2011 2011-12-31	FY 2010 2010-12-31	FY 2009 2009-12-31	FY 2008 2008-12-31	FY 2007 2007-12-31
Revenue	29,553	26,724	25,253	29,279	23,113	20,375	21,419	23,495	23,031	19,896	17,489	18,467	17,087	16,537	17,657	17,456	15,743	17,127	15,353
Total Costs & Expenses	22,268	19,656	19,427	23,909	19,415	15,490	13,683	19,304	20,698	15,410	13,207	14,825	13,832	12,074	13,426	13,654	12,475	13,621	12,027
Operating Income	7,285	7,068	5,826	5,370	3,698	4,885	7,736	4,191	2,333	4,486	4,282	3,642	3,255	4,463	4,231	3,802	3,268	3,506	3,326
Interest & Investment Income	–	–	85	59	22	37	60	38	26	20	23	19	19	40	21	24	23	33	45
Income from Equity Investments	112	139	144	151	76	153	162	148	106	59	0	0	–	–	–	–	-1.00	11	-24
Other Non-Operating Income	-2,286	-1,839	-1,481	-1,147	-1,122	-1,389	-1,194	-1,442	-1,265	-1,006	-653	-634	-696	-714	-744	-736	-664	-784	-709
Asset Impairment Charges	–	–	0	251	2.00	0	168	210	0	0	–	–	–	–	–	–	–	–	–
Gain (Loss) on Sale of Assets	–	–	–	57	186	65	2,569	291	42	2.00	–	–	–	–	–	–	–	–	–
Legal Settlements	–	–	–	–	–	–	–	–	–	–	–	–	–	19	0	-202	-202	0	0
Pretax Income	4,999	5,229	4,345	4,223	2,576	3,496	6,542	2,749	1,068	3,480	3,629	3,008	2,559	3,749	3,487	3,066	–	–	–
Income Tax Expense	828	969	496	795	267	393	1,798	449	142	951	1,194	977	849	1,334	1,219	1,026	896	915	835
Net Income incl. Noncontrolling Interests	4,171	4,260	3,849	3,428	2,309	3,103	4,744	2,300	926	2,529	2,435	2,031	1,710	2,415	2,268	2,040	1,708	1,807	1,782
Minority Interest in Earnings	-170	-141	-127	-107	-99	-31	-10	58	46	36	14	0	0	65	65	65	65	65	48
Net Income	4,341	4,401	3,976	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
Preferred Dividends	–	0	0	11	15	15	15	16	38	45	54	68	66	65	–	–	–	–	–
Net Income to Common	–	4,401	3,976	3,524	2,393	3,119	4,739	2,226	842	2,448	2,367	1,963	1,644	2,350	2,203	1,975	1,643	1,742	1,734
EPS (Basic)(per share)	3.94	4.02	3.64	3.28	2.26	2.95	4.53	2.18	0.84	2.57	2.60	2.19	1.88	2.70	2.57	2.37	2.07	2.26	2.29
EPS (Diluted)(per share)	3.92	3.99	3.62	3.26	2.24	2.93	4.50	2.17	0.84	2.55	2.59	2.18	1.87	2.67	2.55	2.36	2.06	2.25	2.28
Shares Outstanding (Basic, Weighted)(shares)	1,103	1,096	1,092	1,075	1,061	1,058	1,046	1,020	1,000	951	910	897	877	871	857	832	795	771	756
Shares Outstanding (Diluted, Weighted)(shares)	1,109	1,102	1,098	1,081	1,068	1,065	1,054	1,025	1,008	958	914	901	881	879	864	837	796	775	761
Dividend per Share(per share)	2.94	2.86	2.78	2.70	2.62	2.54	2.46	2.38	2.30	2.22	2.15	2.08	2.01	1.94	1.87	1.80	1.73	1.66	1.60
EBITDA	13,315	12,334	10,812	9,434	7,671	8,790	11,067	7,740	5,790	7,409	6,677	5,935	5,553	6,608	6,279	5,633	5,056	5,210	4,812

Italic numbers are calculated by StockData (for example Q4 = full year − nine months). Per-share data and share counts are adjusted for stock splits. Hover a number for its source; click it to open the filing on SEC.gov. Click a row to chart it.

Ratios

Latest available, balances at Jun 30, 2026

Profitability, TTM

Gross margin: –
Operating margin: 24.2%
Net margin: 15.4%
Return on equity, FY2025: 12.5%

Financial strength

Current ratio: 0.79
Debt to equity: –
Debt to assets: 46.6%
Cash to current liabilities: 19.0%

Valuation

P/E ratio: 3.7
Price to sales: 0.58
Price to book: –
Dividend yield: 19.30%