Skip to content
Screener

Southern Company SO Strategic investments

Strategic investments at other companies

Dominion Energy logo
Dominion EnergyD
$378M+5.0%
OTT
Otter TailOTTR
$27K
Xcel Energy logo
Xcel EnergyXEL
OGE Energy logo
OGE EnergyOGE

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$105.07B+1.0%
Enterprise value$179.34B
P/E18.8×
P/S3.3×-0.4×

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:OtherLongTermInvestments.

The source filing: Southern Company’s 10-Q, filed April 30, 2026.

Filed
Apr 29, 2026, 5:37 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000092122-26-000034
AssetsAt March 31, 2026At December 31, 2025
Nuclear decommissioning trusts, at fair value2,8882,947
Equity investments in unconsolidated subsidiaries1,3651,318
Other intangible assets, net of amortization of $450 and $444, respectively294300
Miscellaneous property and investments706714
Total other property and investments10,41410,440
Deferred Charges and Other Assets:
Operating lease right-of-use assets, net of amortization1,3511,358
Deferred charges related to income taxes1,026948

Item 1. Financial Statements (Unaudited).

FAQ

What is Southern Company's strategic investments?
Southern Company (SO) reported strategic investments of $706M in Q1 2026.
What is the long-term trend for Southern Company's strategic investments?
Over 3 years (2020 to 2025), Southern Company's strategic investments has grown at a 21.5% compound annual growth rate (CAGR), from $398M to $714M.

Ask your AI about Southern Company's strategic investments.

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

Connect your AI
Harbor at dusk
Claude