The Southern Company Q4 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

Financial Highlights

  • Adjusted EPS for 2025 was $4.30, at the top of guidance. This represents 6% growth over 2024 and a 9% average annual growth rate since 2023.
  • 2025 marks the 11th consecutive year that adjusted earnings landed at or above the annual guidance range.
  • Weather‑normalized retail electricity sales rose 1.7% versus 2024 — more than double the cumulative growth of the prior decade.
  • Georgia Power led utility performance with 2.5% retail sales growth year-over-year.
  • Data center demand was a key driver: large-load data center usage increased 17% year-over-year for the second straight year.
  • Residential net customer additions totaled 39,000 for electric service and 25,000 for natural gas service.
  • Industrial sales grew 1.4% compared with 2024, with notable strength across primary metals, lumber, paper, and transportation.

Operational and Strategic Highlights

  • 2025 described as a “transformative year,” with major project milestones that strengthen long-term outlook.
  • More than 120 companies announced new or expanded facilities in Southern Company service territories, expected to generate over 21,000 jobs.

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Operator: Good afternoon. My name is Sherry, I will be your conference operator today. At this time, I would like to welcome everyone to Southern Company Fourth Quarter 2025 Earnings Call. [Operator Instructions]. I would now like to turn the conference over to Mr. Greg MacLeod, Director of Investor Relations. Please go ahead, sir. Greg MacLeod: Thanks, Sherry. Good afternoon, and welcome to Southern Company's Fourth Quarter 2025 Earnings Call. Joining me today are Chris Womack, Chairman, President and Chief Executive Officer of Southern Company; and David Poroch, Chief Financial Officer. Let me remind you that we will make forward-looking statements today in addition to providing historical information. Various important factors could cause actual results to differ materially from those indicated in the forward-looking statements, including those discussed in our Form 10-K and subsequent securities filings. In addition, we will present non-GAAP financial information on this call. Reconciliations to the applicable GAAP measure are included in the financial information we released this morning as well as the slides for this conference call, which are both available on our Investor Relations website at investor.southerncompany.com. At this time, I'll turn the call over to Chris. Christopher Womack: Thank you, Greg. Good afternoon, and thank you for joining us today. 2025 was an outstanding year for Southern Company, and the operational and financial results we delivered are a t

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