Operating Expenses

Pension Expense

Southern Company Pension Expense remained flat by 0.0% to -$149.00M in Q1 2026 compared to the prior quarter. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementIncome Statement
SectionOperating Expenses
CategoryEfficiency
SignalLower is better
VolatilityStable
First reportedQ1 2025
Last reportedQ1 2026Apr 30, 2026

How to read this metric

Higher expenses reduce operating profit, while significant credits may indicate overfunded plans or favorable actuarial adjustments.

Detailed definition

This metric captures the total periodic cost or credit recognized in the income statement related to defined benefit pen...

Peer comparison

Standardized as 'Net Periodic Benefit Cost' in financial reporting for companies with legacy pension obligations.

Metric ID: jpm_pension_and_postretirement_expense

Historical Data

2 periods
 Q1 '25Q1 '26
Value-$149.00M-$149.00M
QoQ Change+0.0%
YoY Change+0.0%
Range-$149.00M-$149.00M
Avg YoY Growth+0.0%
Median YoY Growth+0.0%

Frequently Asked Questions

What is Southern Company's pension expense?
Southern Company (SO) reported pension expense of -$149.00M in Q1 2026.
What does pension expense mean?
The net expense or income recognized for employee pension and postretirement benefit plans.