Question 1

What is Southern Company's accumulated deferred investment tax credit?

Accepted Answer

Southern Company (SO) reported accumulated deferred investment tax credit of $2.05B in Q1 2026.

Question 2

What is the long-term trend for Southern Company's accumulated deferred investment tax credit?

Accepted Answer

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.

Question 3

What does accumulated deferred investment tax credit mean?

Accepted Answer

This represents the unamortized balance of investment tax credits that have been deferred to be recognized over the life of the related assets. These credits reduce the effective tax burden of capital investments. It is a long-term balance sheet item that reflects historical tax incentives utilized by the company.

Liabilities and Stockholders' Equity	At March 31, 2026	At December 31, 2025
Deferred Credits and Other Liabilities:
Accumulated deferred income taxes	12,381	12,133
Deferred credits related to income taxes	4,648	4,712
Accumulated deferred ITCs	2,047	2,002
Employee benefit obligations	941	980
Operating lease obligations, deferred	1,280	1,287
Asset retirement obligations, deferred	8,907	8,939
Other cost of removal obligations	2,054	2,036

Accumulated Deferred Investment Tax Credit at other companies

Other financials

Income statement

Balance sheet

Cash flow

Valuation

Profitability

Returns & leverage

Where this comes from

FAQ

Ask your AI about Southern Company's accumulated deferred investment tax credit.

Southern Company SO Accumulated Deferred Investment Tax Credit