Every material Form 8-K Southern has filed with the SEC since May 13, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Southern Company reported third-quarter 2026 net income of $2.0 billion, or $1.77 per share, compared with $1.7 billion, or $1.55 per share, in the third quarter of 2025. Operating revenues for the quarter rose to $8.8 billion from $7.8 billion in the prior-year period.
Third-quarter 2026 net income as reported was $2.046 billion, or $1.77 per share, versus $1.711 billion, or $1.55 per share, for the third quarter of 2025.
Operating revenues for the three months ended September 30, 2026, increased 13.0% to $8.8 billion from $7.8 billion in the same period of 2025.
For the nine months ended September 30, 2026, net income as reported was $4.577 billion, or $4.02 per share, compared with $3.925 billion, or $3.56 per share, for the first nine months of 2025.
The Southern Company's board amended and restated its bylaws on October 20, 2026, with the changes effective immediately. The amendments tighten requirements for stockholders who ask for a special meeting or nominate directors, and they add universal proxy rule language and a Delaware forum provision, which affects how shareholders can use these rights.
Stockholders requesting a special meeting must own the required percentage of shares on a net long basis and hold them for at least one year before the request is delivered.
The advance notice window for 2027 annual meeting nominations or proposals runs from January 13, 2027 to February 12, 2027.
Exclusive forum provisions name the Delaware Court of Chancery for certain internal corporate matters and federal district courts for Securities Act of 1933 claims.
Southern Company reported second-quarter 2026 earnings of $1.2 billion, or $1.03 per share, up from $0.9 billion, or $0.80 per share, a year earlier. Excluding certain items, earnings were $1.13 per share versus $0.92, and second-quarter revenue was roughly flat at $6.98 billion, so shareholders saw higher profit on nearly unchanged sales.
Q2 2026 earnings $1.2 billion, or $1.03 per share, versus $0.9 billion, or $0.80 per share, in Q2 2025
Excluding items, Q2 2026 earnings were $1.13 per share versus $0.92 per share a year earlier
Q2 operating revenues were $6.98 billion, up 0.1% from $6.97 billion; six-month revenues rose 4.2% to $15.4 billion
Six-month earnings were $2.24 per share versus $2.01, including $296 million in pre-tax accelerated depreciation from wind repowering
Southern Company reported first-quarter 2026 net income of $1.356 billion, or $1.21 per share, essentially flat with $1.21 a year earlier, as operating revenues rose 8.0% to $8.4 billion. Excluding items such as $154 million of accelerated depreciation tied to wind repowering, earnings were $1.32 per share, up from $1.23, so shareholders see higher adjusted earnings but no change in reported per-share profit.
Reported EPS was $1.21 in both Q1 2026 and Q1 2025; net income was $1.356 billion versus $1.334 billion.
Excluding items, EPS was $1.32 versus $1.23, and net income was $1.486 billion versus $1.356 billion.
Operating revenues were $8.4 billion, up from $7.8 billion, driven in part by higher utility revenues.
Excluded items include $154 million pre-tax accelerated depreciation at Southern Power, and milder-than-normal weather and higher interest expense weighed on adjusted results.
Alabama Power and Georgia Power, subsidiaries of Southern Company, entered into loan guarantee agreements and credit facilities with the U.S. Department of Energy and the Federal Financing Bank on February 20, 2026. Southern Company itself is not a party to the loan documents, but the borrowings will be full recourse, senior unsecured obligations of the two utilities, which matters to shareholders because it adds debt at the subsidiary level.
Alabama Power's facility may not exceed approximately $4.1 billion; Georgia Power's may not exceed approximately $22.4 billion
Georgia Power requested initial advances of approximately $1.0 billion on February 20, 2026, and expects to receive them in March 2026
Advances bear interest at the U.S. Treasury rate plus 0.375%, with a final scheduled maturity of December 10, 2055
Advances are available until the earliest of September 15, 2033, full use of the facility amount, or termination after an event of default
Southern Company reported fourth-quarter 2025 GAAP earnings of $416 million, or $0.38 per share, down from $534 million, or $0.49 per share, a year earlier. Excluding items such as debt extinguishment costs and an estimated Nicor Gas loss, earnings rose to $612 million, or $0.55 per share, and fourth-quarter operating revenues rose 10.1% to $7.0 billion, so shareholders see higher revenue and adjusted earnings but lower reported profit.
Q4 2025 GAAP earnings were $416 million ($0.38 per share) vs. $534 million ($0.49 per share) in Q4 2024.
Q4 2025 earnings excluding items were $612 million ($0.55 per share) vs. $544 million ($0.50 per share).
Full-year 2025 GAAP earnings were $4.3 billion ($3.94 per share) vs. $4.4 billion ($4.02 per share) in 2024.
Q4 2025 operating revenues were $7.0 billion, up 10.1% from $6.3 billion; full-year revenues were $29.6 billion, up 10.6%.
Southern Company reported third-quarter 2025 earnings of $1.7 billion, or $1.55 per share, up from $1.40 per share a year earlier, and operating revenues rose 7.5% to $7.8 billion. Excluding certain items, earnings were $1.60 per share versus $1.43, with higher utility revenues cited as the main driver, partly offset by higher depreciation and interest expense and milder weather.
Q3 2025 GAAP earnings $1.7 billion, or $1.55 per share, vs. $1.5 billion, or $1.40 per share, in Q3 2024
Q3 2025 earnings excluding items $1.60 per share vs. $1.43 per share; nine-month figure $3.76 vs. $3.56
Nine-month 2025 GAAP EPS $3.56 vs. $3.53; operating revenues $22.6 billion, up 10.7%
Accelerated depreciation from wind repowering reduced Q3 2025 earnings by $103 million pre-tax
Southern Company reported second-quarter 2025 GAAP earnings of $0.9 billion, or $0.80 per share, down from $1.10 per share a year earlier, while operating revenues rose 7.9% to $7.0 billion. Excluding certain items such as a $129 million loss on debt extinguishment, adjusted earnings were $0.92 per share, versus $1.10 in the second quarter of 2024, so shareholders saw lower quarterly profit despite higher sales.
Q2 2025 GAAP net income was $880 million, or $0.80 per share, versus $1,203 million, or $1.10 per share, in Q2 2024.
Excluding items, Q2 2025 earnings were $1,014 million, or $0.92 per share, compared with $1.10 per share a year earlier.
Six-month 2025 GAAP EPS was $2.01, down from $2.13, while adjusted EPS rose to $2.15 from $2.13.
Operating revenues were $14.7 billion for the first six months of 2025, up 12.5% from $13.1 billion.
Southern Company's board elected John M. Turner, Jr., President and CEO of Regions Financial Corporation, as a director effective September 1, 2025, and appointed Matthew M. Kim as Comptroller effective July 31, 2025. Turner's committee assignments have not been set and will be disclosed by amendment later. The filing describes routine board and officer changes with no financial results or deal terms.
John M. Turner, Jr., President of Regions Financial since December 2017 and CEO since July 2018, joins the board effective September 1, 2025
Turner will receive the company's standard non-employee director cash and equity compensation
Matthew M. Kim, 49, Treasurer since March 2025, becomes Comptroller effective July 31, 2025
Kim's base salary will be $425,000 per year, with a 50% annual incentive target and a 70% long-term equity target
Southern Company's board appointed David P. Poroch, its current Comptroller, as Executive Vice President and Chief Financial Officer effective July 31, 2025. CFO Daniel S. Tucker is retiring effective October 1, 2025, and will move to a senior advisor role and a consulting agreement with Southern Company Services, which is expected to pay him $300,000 per year. The change is a planned leadership transition in the finance function, and compensation for Poroch has not yet been set.
David P. Poroch, 56, becomes EVP and CFO effective July 31, 2025; he has been Comptroller since March 2023
Daniel S. Tucker steps down as CFO July 31, 2025 and retires October 1, 2025
Expected consulting agreement pays Tucker $300,000 in cash per year from October 1, 2025 to September 30, 2027
Poroch's new compensation has not been decided; any material changes will be disclosed in an 8-K amendment
Southern Company reported first-quarter 2025 net income of $1.3 billion, or $1.21 per share, up from $1.1 billion, or $1.03 per share, a year earlier. Excluding certain items, earnings were $1.23 per share, and operating revenues rose 17.0% to $7.8 billion, which points to stronger results for shareholders.
GAAP net income was $1.3 billion, or $1.21 per share, versus $1.1 billion, or $1.03 per share, in Q1 2024.
Excluding items, earnings were $1.23 per share versus $1.03 a year earlier.
Operating revenues were $7.8 billion, up 17.0% from $6.6 billion.
A $26 million pre-tax accelerated depreciation charge tied to the Kay Wind repowering reduced reported earnings; the project is expected to reach commercial operation in Q3 2026.
Southern Company reported fourth-quarter 2024 GAAP earnings of $534 million, or 49 cents per share, down from $855 million, or 78 cents, a year earlier. For full-year 2024, earnings rose to $4.4 billion, or $4.02 per share, from $4.0 billion, or $3.64, and operating revenues grew 5.8% to $26.7 billion, so shareholders see a weaker fourth quarter against a stronger year.
Q4 2024 GAAP earnings were $534 million, or 49 cents per share, versus $855 million, or 78 cents, in Q4 2023.
Excluding the listed items, Q4 2024 earnings were $544 million, or 50 cents per share, versus $700 million, or 64 cents, a year earlier.
Full-year 2024 earnings were $4.4 billion, or $4.02 per share, versus $4.0 billion, or $3.64, in 2023.
Q4 2024 operating revenues were $6.3 billion, up 4.9%; full-year revenues were $26.7 billion, up 5.8%.
Southern Company's board elected James O. (Jimmy) Etheredge as a director, effective April 1, 2025. He retired in August 2023 as CEO - North America of Accenture and advised Accenture until June 2024. The filing says his committee assignments are not yet set and will be disclosed later.
Board elected James O. (Jimmy) Etheredge as a new director on February 11, 2025, effective April 1, 2025
Etheredge retired as CEO - North America of Accenture plc in August 2023 and served as an advisor until June 2024
Committee assignments not yet determined; to be reported in a future 8-K amendment
He will receive the company's standard non-employee director cash and equity compensation
Southern Company said Stanley W. Connally, Jr. will become Executive Vice President and Chief Operating Officer effective January 1, 2025. He has held senior operations roles at the company and at Southern Company Services since 2018, and compensation for the new role has not yet been set.
Stanley W. Connally, Jr., 55, will become Executive Vice President and Chief Operating Officer on January 1, 2025.
Connally has been Executive Vice President for Operations of the Company and Chairman, President, and CEO of Southern Company Services since April 2021.
Compensation for the new role has not been decided; material changes will be reported in an 8-K amendment.
Southern Company reported third-quarter 2024 GAAP earnings of $1.5 billion, or $1.40 per share, up from $1.30 a year earlier, on operating revenues of $7.3 billion, up 4.2%. Excluding certain items, earnings were $1.43 per share versus $1.42 in the third quarter of 2023, and nine-month EPS was $3.53 versus $2.86 on a GAAP basis.
Q3 2024 GAAP EPS $1.40 vs. $1.30 in Q3 2023; net income $1.5 billion vs. $1.4 billion
Q3 EPS excluding items $1.43 vs. $1.42 a year earlier
Operating revenues $7.3 billion in Q3, up 4.2%; nine-month revenues $20.4 billion, up 6.1%
Filing cites a $36 million pre-tax impairment at Alabama Power tied to a discontinued commercial facility project
Southern Company reported second-quarter 2024 net income of $1.2 billion, or $1.10 per share, up from $838 million, or 77 cents per share, in the same quarter of 2023. Operating revenues rose 12.4% to $6.5 billion, and higher utility revenues were the main driver of the adjusted gain. The filing does not include updated earnings guidance.
Q2 2024 net income was $1.2 billion ($1.10 per share) versus $838 million (77 cents) in Q2 2023.
Excluding items, Q2 2024 earnings per share were $1.10, compared with 79 cents in Q2 2023.
Q2 2024 operating revenues were $6.5 billion, up from $5.7 billion, an increase of 12.4%.
For the six months ended June 30, 2024, earnings were $2.3 billion ($2.13 per share), compared with $1.7 billion ($1.56 per share).
Stephen E. Kuczynski, Chairman and Chief Executive Officer of Southern Nuclear Operating Company, notified the company on May 7, 2024, that he will retire effective June 28, 2024. He is also a named executive officer of The Southern Company, so the change affects a senior leadership role at the parent's nuclear subsidiary. The filing does not name a successor or describe any financial effect.
Kuczynski notified Southern Nuclear of his retirement on May 7, 2024.
Retirement is effective June 28, 2024.
Kuczynski is Chairman and CEO of Southern Nuclear and a named executive officer of The Southern Company.
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