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SO — Southern Company
_Created 2026-11-05 16:00 ET from report. Screening/research, not investment advice._
Business
Regulated electric utilities (AL/GA/MS) + Southern Company Gas + Southern Power; ~9M customers across the Southeast. TRAI cluster 16 with NEE/DUK.
Catalysts, guidance & news
- Q3 2026 results: BMO Thu 2026-11-05; analyst call 1:00 PM ET (Southern MediaRoom, 2026-11-05) [V-P].
- Reported NI $2.046B / $1.77 EPS (vs $1.711B / $1.55); ex-items $2.242B / $1.94 EPS (vs $1.766B / $1.60).
- Operating revenues $8.843B (+13.0% YoY).
- Drivers: warmer weather, usage, customer growth, large C&I, Southern Power; offsets non-fuel opex, taxes other than income, dilution.
- Same-day Yahoo last 93.32 vs 11-04 93.12 ≈ +0.21%.
TRAI data
- Typical reaction (last 4): avg |gap| 1.91% (1.01 ATR), fill 50%, continuation 25%, avg day-1 in gap dir −0.81%.
- Cluster 16; SO–DUK 0.88, SO–NEE 0.69 (
/api/correlations, asOf 2026-11-04).