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Mar 31

Southern Co Q1 2025 Earnings Report

Southern Company reported increased earnings and revenue for the first quarter of 2025.

Key Takeaways

Southern Company delivered a strong Q1 2025, with a solid boost in revenue and net income driven by higher utility revenues and continued customer growth across its service regions.

EPS increased to $1.21, with adjusted EPS at $1.23.

Revenue rose 17% year-over-year to $7.775 billion.

Net income reached $1.334 billion, up from $1.129 billion last year.

Customer base grew to nearly 9 million, supporting future growth momentum.

Total Revenue
$7.78B
Previous year: $6.65B
+17.0%
EPS
$1.23
Previous year: $1.03
+19.4%
Retail Electric Revenue
$4.6B
Previous year: $3.94B
+16.7%
Wholesale Electric Revenue
$744M
Previous year: $571M
+30.3%
Natural Gas Revenue
$1.84B
Previous year: $1.71B
+7.7%
Gross Profit
$2.46B
Previous year: $2.08B
+18.6%
Cash and Equivalents
$2.33B
Previous year: $812M
+187.2%
Free Cash Flow
-$1.36B
Previous year: -$597M
+127.0%
Total Assets
$148B
Previous year: $140B
+5.7%

Southern Co

Southern Co

Southern Co Revenue by Segment

Southern Co Revenue by Geographic Location

Forward Guidance

Southern Company remains focused on long-term stability with continued customer growth and capital investment in infrastructure and clean energy projects.

Positive Outlook

  • Strong customer growth across service territories.
  • Improved operating revenues driven by higher demand.
  • Stable earnings growth with predictable performance.
  • Increased investment in clean and reliable energy.
  • Positive market outlook driven by regional expansion.

Challenges Ahead

  • Higher non-fuel O&M expenses impacting margins.
  • Increased depreciation and amortization costs.
  • Southern Power reported a slight decline in net income.
  • Interest expenses rose year-over-year.
  • Ongoing legacy costs related to the Kemper project.

Revenue & Expenses

Visualization of income flow from segment revenue to net income