Every material Form 8-K Southern filed with the SEC in 2026, 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%.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Southern filing is on SEC EDGAR ↗. 8-K briefs of other companies →