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10-QPeriod: Q2 FY2024

SOUTHERN CO Quarterly Report for Q2 Ended Jun 30, 2024

Filed August 1, 2024For Securities:SOSOJESOJFSOJCSOJDSOMN

Summary

Southern Company (SO) reported a strong second quarter and first half of 2024, driven by robust growth in retail electric revenues and improved performance across its utility segments. Total operating revenues increased to $6.46 billion for the quarter and $13.11 billion year-to-date, with significant contributions from higher retail electric revenues due to rate increases and favorable weather patterns. Net income attributable to Southern Company surged to $1.2 billion ($1.10 per diluted share) for the quarter and $2.3 billion ($2.12 per diluted share) year-to-date, marking substantial year-over-year improvements. This growth was supported by effective cost management, including lower operations and maintenance expenses and a notable credit related to Plant Vogtle completion costs. The company also demonstrated solid cash flow generation, with operating cash flow increasing significantly year-over-year. Southern Company's balance sheet remains solid, with ample liquidity through its bank credit arrangements, positioning it well for ongoing capital investments and operational needs.

Financial Statements
Beta
Revenue$6.46B
Operating Expenses$4.52B
Operating Income$1.94B
Net Income$1.19B
EPS (Basic)$1.10
EPS (Diluted)$1.09
Shares Outstanding (Basic)1.10B
Shares Outstanding (Diluted)1.10B

Key Highlights

  • 1Consolidated Net Income Attributable to Southern Company increased significantly, reaching $1.203 billion for the quarter and $2.332 billion year-to-date, up from $838 million and $1.700 billion respectively in the prior year.
  • 2Total operating revenues rose to $6.463 billion for the quarter and $13.109 billion year-to-date, driven primarily by strong retail electric revenue growth.
  • 3Georgia Power recorded a $21 million pre-tax credit related to the estimated probable loss on Plant Vogtle Units 3 and 4, reflecting a revised forecast for completion costs.
  • 4Alabama Power saw a significant increase in net income to $369 million for the quarter and $702 million year-to-date, driven by rate increases and favorable weather.
  • 5Southern Company successfully executed several financing activities, including issuing $1.5 billion in Convertible Senior Notes in May 2024, and extended credit arrangements, maintaining strong liquidity.
  • 6Southern Company's credit rating was upgraded by S&P to A- (stable outlook) from BBB+ (positive outlook), reflecting the company's improved financial strength and operational performance.
  • 7Despite some increases in fuel and purchased power expenses due to higher volumes and costs, the impact on net income was mitigated by cost recovery mechanisms.

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