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Southern Company (The) Series 2(SOJD)Earnings, Financials & Key Ratios
SOJD•NYSE•Utilities
$19.20
4.9× P/E·Price updated Jun 27, 2026
AboutThe Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.Show more
- Revenue$29.55B+10.6%
- EBITDA$13.31B+8.0%
- Net Income$4.34B-1.4%
- Free Cash Flow-$3.59B-1886.1%
- EBITDA Margin45.05%-2.4%
- Net Margin14.69%-10.8%
- ROE11.49%-6.1%
- Interest Coverage2.51-11.3%
- Debt/Equity1.94+7.3%
SOJD Price & Volume
Southern Company (The) Series 2 (SOJD) stock price & volume — 10-year historical chart
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Regulated Asset Expansion Drives Southern Company Growth
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Expanding
Profitability:Stable
Financial Position:Strained
Cash Flow:Mixed
Primary Risk:Regulatory and capital intensity
"Southern Company is currently navigating a transition from a high-intensity capital expenditure cycle, marked by the completion of the Vogtle nuclear project, toward a period of potential rate base optimization. While revenue growth remains robust at 10.1% as of 2025Q4, investors should monitor the impact of regulatory lag on operating margins, which fluctuated between 13.1% and 33.2% over the last two quarters. The company's long-term outlook depends on its ability to deleverage from a 1.94x debt-to-equity ratio while maintaining dividend sustainability amidst significant infrastructure modernization requirements."
Verdict Logic
while the 14.2% dividend yield is attractive, the current P/E of 4.90 and the 1.94x debt-to-equity ratio suggest significant regulatory and balance sheet risks that warrant further investigation.
SOJD Growth Metrics
Southern Company (The) Series 2 (SOJD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.38%
5 Years7.72%
3 Years0.31%
TTM10.59%
Profit CAGR
10 Years6.01%
5 Years6.84%
3 Years7.2%
TTM-1.36%
EPS CAGR
10 Years3.99%
5 Years6.81%
3 Years6.34%
TTM-
Return on Capital
10 Years5.06%
5 Years4.71%
3 Years5.24%
Last Year5.44%
SOJD Recent Earnings
Southern Company (The) Series 2 (SOJD) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (64%)●Beat Revenue 8/12 qtrs (73%)
Q1 2026Latest
Feb 19, 2026Metric
Actual
Est
EPS
$0.55-1.4%
$0.56
Rev
$7.0B+14.5%
$6.1B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$1.54+2.0%
$1.51
Rev
$7.8B+2.7%
$7.6B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.79-9.3%
$0.88
Rev
$7.0B+9.6%
$6.4B
Q2 2025
Apr 30, 2025Metric
Actual
Est
EPS
$1.21+0.8%
$1.20
Rev
$7.8B+8.7%
$7.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 19, 2026 | $0.55vs $0.56-1.4% | $7.0Bvs $6.1B+14.5% |
| Q4 2025 | Oct 29, 2025 | $1.54vs $1.51+2.0% | $7.8Bvs $7.6B+2.7% |
| Q3 2025 | Jul 30, 2025 | $0.79vs $0.88-9.3% | $7.0Bvs $6.4B+9.6% |
| Q2 2025 | Apr 30, 2025 | $1.21vs $1.20+0.8% | $7.8Bvs $7.2B+8.7% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Southern Company (The) Series 2 (SOJD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.20 | $21.49B | 4.90 | 10.59% | 14.69% | 11.49% | 14.16% | |
| $88.56 | $184.67B | 26.92 | 11% | 29.3% | 12.66% | — | |
| $128.40 | $100.1B | 20.35 | 6.19% | 15.44% | 9.6% | — | |
| $69.40 | $61B | 20.12 | 14.16% | 13.48% | 7.08% | — | |
| $138.69 | $75.46B | 20.82 | 9.37% | 16.49% | 11.45% | — | |
| $47.40 | $48.5B | 17.30 | 5.34% | 11.21% | 9.76% | — |
Compare SOJD vs Peers
Southern Company (The) Series 2 (SOJD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SOJD SEC Filings & Documents
Southern Company (The) Series 2 (SOJD) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SOJD Frequently Asked Questions
Southern Company (The) Series 2 (SOJD) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Southern Company (The) Series 2's revenue?
Southern Company (The) Series 2 (SOJD) reported $29.55B in revenue for fiscal year 2025. This represents a 79% increase from $16.54B in 2012.
How fast is Southern Company (The) Series 2 growing?
Southern Company (The) Series 2 (SOJD) grew revenue by 10.6% over the past year. This is steady growth.
Is SOJD profitable?
Yes, Southern Company (The) Series 2 (SOJD) is profitable, generating $4.34B in net income for fiscal year 2025 (14.7% net margin).
Dividend & Returns
Does SOJD pay dividends?
Yes, Southern Company (The) Series 2 (SOJD) pays a dividend with a yield of 14.16%. This makes it attractive for income-focused investors.
What is SOJD's return on equity?
Southern Company (The) Series 2 (SOJD) has a return on equity (ROE) of 11.5%. This is reasonable for most industries.
What is Southern Company (The) Series 2's free cash flow?
Southern Company (The) Series 2 (SOJD) generated $9.80B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Industry Metrics
Is SOJD's dividend sustainable?
Southern Company (The) Series 2 (SOJD) has a dividend payout ratio of 69%. This suggests the dividend is well-covered and sustainable.