NYSE$SO

Southern Co · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Southern Company reported a decrease in earnings for Q4 2024 compared to the same period in 2023, with lower net income and EPS despite an increase in revenue.

Southern Company reported Q4 2024 earnings of $534 million, or $0.49 per share, compared to $855 million, or $0.78 per share, in Q4 2023. Adjusted EPS was $0.50, down from $0.64 in the prior year. Operating revenue increased by 4.9% to $6.3 billion. Despite higher revenue, increased operating expenses and interest costs negatively impacted profitability.

  • Q4 2024 revenue increased by 4.9% to $6.3 billion.
  • Net income declined 37.5% to $534 million.
  • EPS fell to $0.49 from $0.78 in Q4 2023.
  • Adjusted EPS declined to $0.50 from $0.64 in Q4 2023.

Headline financials

Total Revenue

$6.34B

Previous: $6.05B+4.9%
EPS (adj)

$0.50

Previous: $0.64-21.9%
Retail Electric Revenue

$4B

No prior period
Wholesale Electric Revenue

$512M

No prior period
Natural Gas Revenue

$1.24B

No prior period
Total Utility Customers

8.9M

No prior period
Residential Sales (kWh)

10.8B

No prior period
Capital Expenditures

-$2.94B

Previous: -$2.71B-8.6%
Net Income

$534M

Previous: $855M-37.5%
Operating Income

$1.06B

Previous: $1.21B-12.3%
Gross Profit

$2.66B

Previous: $2.49B+7.0%

Revenue & EPS history

Southern Co · Revenue · Quarterly

$6.34B

Q4 2024+4.9%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Southern Co · $7.02B total across 3 segments · Q3 2023

  • Alabama Power
    $5.67B-18.2%
  • Southern Company Gas
    $689M-19.6%
  • Southern Power
    $653M-44.7%

Forward guidance

Southern Company expects stable revenue growth in 2025, supported by increased customer demand and infrastructure investments, but faces cost pressures from higher interest rates and operational expenses.

Tailwinds

  • Expected increase in retail electricity demand.
  • Continued investment in infrastructure and clean energy projects.
  • Stable regulatory environment supporting cost recovery.
  • Expansion of natural gas distribution services.
  • Projected long-term growth in earnings and cash flow.

Headwinds

  • Rising interest expenses impacting net profitability.
  • Higher depreciation and amortization costs.
  • Regulatory uncertainties related to environmental compliance.
  • Potential delays in capital projects affecting revenue timing.
  • Increasing competition in the wholesale energy market.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-0.4%

Avg return

30 days after

49%

36 / 73 earnings

Positive

+6.1%

Q2 2024

Best reaction

-5.2%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.8%+2.6%-1.5%
Q4 2025+1.0%+5.2%+2.6%
Q3 2025+1.7%-0.8%-2.6%
Q2 2025-0.3%+0.8%-3.0%
Q1 2025-0.5%-0.7%-2.1%
Q4 2024+1.5%+3.9%+3.3%
Q3 2024-0.9%-0.7%-0.3%
Q2 2024+6.1%+3.5%+3.4%
Q1 2024+1.8%+3.3%+7.5%
Q4 2023-2.0%-1.1%+1.9%
Q3 2023+2.9%+0.4%+4.5%
Q2 2023-4.4%-3.0%-5.3%
Q1 2023+1.3%+0.8%-4.3%
Q4 2022-0.2%-1.8%+1.7%
Q3 2022+1.1%-0.2%+1.9%
Q2 2022+5.0%+3.6%+6.7%
Q1 2022-0.1%-0.5%+3.5%
Q4 2021-1.7%-0.9%+4.9%
Q3 2021+0.9%+1.3%+0.4%
Q2 2021-0.2%+0.2%+3.1%
Q1 2021+2.8%+3.2%-0.7%
Q4 2020+0.1%-0.6%+0.7%
Q3 2020-1.6%+2.6%+3.9%
Q2 2020-1.4%-1.7%-5.4%
Q1 2020-5.2%-3.0%-0.5%
Q4 2019+0.6%-2.6%-32.4%
Q3 2019+2.9%+1.3%+1.8%
Q2 2019+3.1%+1.2%+5.4%
Q1 2019-0.9%-0.4%+0.5%
Q4 2018+2.7%+1.3%+6.1%
Q3 2018+2.0%+2.7%+2.9%
Q2 2018-4.6%-5.5%-9.7%
Q1 2018+1.0%-0.8%-3.5%
Q4 2017-1.0%+1.3%-0.8%
Q3 2017+2.0%-1.1%-2.1%
Q2 2017+1.7%+1.0%-0.6%
Q1 2017+0.6%+1.1%+3.0%
Q4 2016+2.9%+4.1%+4.4%
Q3 2016-0.4%-1.2%-7.7%
Q2 2016-2.2%-1.5%-6.2%
Q1 2016+1.5%
Q4 2015-2.4%
Q3 2015-1.6%
Q2 2015+1.9%
Q1 2015-0.8%
Q4 2014-2.1%
Q3 2014-1.9%
Q2 2014-3.5%
Q1 2014-2.5%
Q4 2013-0.9%
Q3 2013-3.5%
Q2 2013-2.4%
Q1 2013-1.2%
Q4 2012-0.9%
Q3 2012-3.6%
Q2 2012+2.1%
Q1 2012+0.0%
Q4 2011+0.4%
Q3 2011+1.8%
Q2 2011-2.4%
Q1 2011+0.5%
Q4 2010+1.0%
Q3 2010-0.3%
Q2 2010+0.6%
Q1 2009+4.2%
Q1 2010+0.6%
Q4 2009-1.1%
Q4 2007-1.1%
Q3 2009+1.9%
Q3 2008+1.9%
Q2 2008-0.2%
Q2 2009-0.2%
Q4 2008-0.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro