What is Southern Company's equity method investments?

Southern Company (SO) reported equity method investments of $1.37B in Q1 2026.

What is the long-term trend for Southern Company's equity method investments?

Over 3 years (2020 to 2025), Southern Company's equity method investments has grown at a -1.1% compound annual growth rate (CAGR), from $1.36B to $1.32B.

What does equity method investments mean?

Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

Southern Company SO Equity Method Investments

Equity Method Investments at other companies

Nextra EnergyNEE

$796M+24.0%

Portland General ElectricPOR

$19M—

CNP

CenterPoint EnergyCNP

$404M-40.8%

CMS

CMS EnergyCMS

$65M-8.5%

OTT

Otter TailOTTR

$78.68M-37.1%

Other financials

Income statement

See full

Revenue$8.4B+8.0%

Operating income$2.0B+0.4%

Net income$1.4B+1.6%

EPS (diluted)$1.20-0.8%

Balance sheet

See full

Cash & equivalents$987.0M-57.7%

Total debt$75.3B—

Total equity$39.9B+7.2%

Total assets$157.03B—

Cash flow

See full

Operating cash flow$1.2B-1.9%

CapEx$2.9B+20.8%

Free cash flow-$1.7B-44.7%

Valuation

See full

Market cap$109.63B+5.7%

Enterprise value$183.9B—

P/E19.6×—

P/S3.5×-0.5×

Profitability

See full

Operating margin18.7%-2.5pp

Net margin13.1%—

FCF margin-5.1%—

Returns & leverage

See full

Return on equity9%—

Debt / equity1.9×—

Current ratio0.7×—

Where this comes from

Reported directly by Southern Company in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The official record: Southern Company’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

Ask your AI about Southern Company's equity method investments.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Southern Company's equity method investments?: Southern Company (SO) reported equity method investments of $1.37B in Q1 2026.
What is the long-term trend for Southern Company's equity method investments?: Over 3 years (2020 to 2025), Southern Company's equity method investments has grown at a -1.1% compound annual growth rate (CAGR), from $1.36B to $1.32B.
What does equity method investments mean?: Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.