SOSouthern Company
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.94Beat
- vs $1.71 expected on Nov 5
- Stock move on it
- +0.24%
- one session
- Typical move
- ±1.0%
- average over 2 reports
- Price
- $92.46
- −1.47% today · $108B cap
Past and upcoming reports
2
| Nov 5, 2026 | Sep 30, 2026 | Time not given | $1.71 | Beat$1.94 | +0.24% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $1.01 | Missed$0.91 | −1.78% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Nov 5, 2026 numbers are in the table above.
Southern Company misses Q2 EPS by 9%, stock holds steady
Southern Company reported Q2 2026 EPS of $0.91, missing the $1.00 consensus by 9.0%. The stock edged up 0.29% on the following day, suggesting the miss was largely anticipated. No forward guidance was provided in the available materials, leaving the outlook dependent on upcoming quarterly performance.
Reported against expected
MissedReported EPS of $0.91 missed consensus of $1.00 by -9.0% (surprise label: miss).
Guidance
No explicit forward guidance was included in the earnings release or subsequent news available in the payload.
How the stock reacted
Stock closed at $94.61 on Jul 31, up +0.29% on the day, with volume of 5.58M shares, indicating a muted reaction to the EPS miss.
What changed
EPS missed consensus by 9%, but stock held flat, implying the miss was priced in.
What the price now assumes
Market prices a Hold rating (14 analysts, target $99.15) and limited near-term upside given the miss.
What it means for the business
Downgrade bias unless Q3 EPS reverses the decline. watch next quarter's guidance for inflection.
The next one to three months, as we saw it then
Better case25%
The EPS miss is a one-off due to transient costs. Q3 2026 earnings beat consensus and management reaffirms long-term growth (EPS next year +7.6% per consensus).
Base case50%
The miss reflects ongoing margin pressure from high leverage (D/E 2.05) and payout ratio (75%). EPS growth remains tepid (~7.5% next year), keeping the stock range-bound near current levels.
Worse case25%
The EPS miss signals deteriorating operational efficiency. high debt (D/E 2.05) and weak EPS growth (TTM -6.3%) lead to multiple compression and a drop toward the 200-day SMA ($92.87) or lower.
If you hold it
Hold unless Q3 EPS disappoints again. trim if stock approaches $99.15 (analyst target) without a clear catalyst.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.