Discontinued — last reported Q4 '19

Operating

Pension Expense

Southern Company Pension Expense remained flat by 0.0% to -$149.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from -$149.00M to -$149.00M. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryEfficiency
SignalHigher is better
VolatilityStable
First reportedQ1 2013
Last reportedQ4 2019

How to read this metric

Higher non-cash expenses increase the add-back to net income, improving reported operating cash flow without affecting actual cash reserves.

Detailed definition

Captures the non-cash portion of pension and postretirement benefit costs, such as amortization of actuarial gains or lo...

Peer comparison

Standard adjustment for companies with legacy defined benefit pension plans.

Metric ID: pension_and_postretirement_expense

Historical Data

8 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q1 '25Q1 '26
Value-$37.00M-$103.00M-$87.00M-$123.00M-$88.00M-$111.00M-$149.00M-$149.00M
QoQ Change-178.4%+15.5%-41.4%+28.5%-26.1%-34.2%+0.0%
YoY Change-137.8%-7.8%+0.0%
Range-$149.00M-$37.00M
CAGR+121.7%
Avg YoY Growth-48.5%
Median YoY Growth-7.8%

Pension Expense at Other Companies

Frequently Asked Questions

What is Southern Company's pension expense?
Southern Company (SO) reported pension expense of -$149.00M in Q1 2026.
How has Southern Company's pension expense changed year-over-year?
Southern Company's pension expense decreased by 0.0% year-over-year, from -$149.00M to -$149.00M.
What does pension expense mean?
Non-cash accounting charges related to employee pension and retirement benefit plans.