Other
Equity method investments (Note 11)
Southern Company Equity method investments (Note 11) increased by 3.6% to $1.37B in Q1 2026 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Equity method investments (Note 11) shows relatively stable performance with a -1.1% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2015
Last reportedQ1 2026Apr 30, 2026
How to read this metric
Growth in this metric indicates strategic expansion through partnerships, while a decline may reflect divestitures or impairment of joint venture performance.
Detailed definition
This represents the company's interest in entities where it exerts significant influence but does not have full control,...
Peer comparison
Common for large-scale infrastructure companies that utilize joint ventures to manage complex logistics networks.
Metric ID:
other_equity_method_investmentsHistorical Data
10 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q3 '23 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.29B | $1.28B | $1.28B | $1.29B | $1.31B | $1.29B | $1.44B | $1.38B | $1.32B | $1.37B |
| QoQ Change | — | -0.7% | +0.3% | +0.9% | +0.9% | -1.0% | +11.7% | -4.6% | -4.2% | +3.6% |
| YoY Change | — | — | — | — | +1.4% | +1.1% | +12.6% | +6.5% | — | — |
Range$1.28B – $1.44B
CAGR+2.6%
Avg YoY Growth+5.4%
Median YoY Growth+4.0%
Equity method investments (Note 11) at Other Companies
Frequently Asked Questions
- What is Southern Company's equity method investments (note 11)?
- Southern Company (SO) reported equity method investments (note 11) of $1.37B in Q1 2026.
- What is the long-term trend for Southern Company's equity method investments (note 11)?
- Over 3 years (2020 to 2025), Southern Company's equity method investments (note 11) has grown at a -1.1% compound annual growth rate (CAGR), from $1.36B to $1.32B.
- What does equity method investments (note 11) mean?
- The value of the company's ownership stakes in other businesses where it has significant influence but not full control.