Other
Accumulated Deferred Investment Tax Credit
Southern Company Accumulated Deferred Investment Tax Credit increased by 2.2% to $2.05B in Q1 2026 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Accumulated Deferred Investment Tax Credit shows a downward trend with a -3.6% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryOther
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026Apr 30, 2026
How to read this metric
A decrease indicates the gradual recognition of these credits as a reduction in tax expense over time.
Detailed definition
This represents the unamortized balance of investment tax credits that have been deferred to be recognized over the life...
Peer comparison
Common in capital-intensive industries like utilities that utilize federal tax incentives for infrastructure.
Metric ID:
other_accumulated_deferred_investment_tax_creditHistorical Data
10 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q3 '23 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.25B | $2.23B | $2.22B | $2.2B | $2.18B | $2.15B | $2.13B | $2.07B | $2B | $2.05B |
| QoQ Change | — | -0.8% | -0.6% | -0.9% | -1.0% | -1.0% | -1.0% | -2.9% | -3.3% | +2.2% |
| YoY Change | — | — | — | — | -3.2% | -3.4% | -3.7% | -3.9% | — | — |
Range$2B – $2.25B
CAGR-4.1%
Avg YoY Growth-3.6%
Median YoY Growth-3.6%
Accumulated Deferred Investment Tax Credit at Other Companies
Frequently Asked Questions
- What is Southern Company's accumulated deferred investment tax credit?
- Southern Company (SO) reported accumulated deferred investment tax credit of $2.05B in Q1 2026.
- What is the long-term trend for Southern Company's accumulated deferred investment tax credit?
- Over 3 years (2020 to 2025), Southern Company's accumulated deferred investment tax credit has grown at a -3.6% compound annual growth rate (CAGR), from $2.24B to $2B.
- What does accumulated deferred investment tax credit mean?
- The remaining portion of tax credits for investments that will be recognized over time.