Southern Copper's financials are strong, with record revenue and cash flow, but the stock trades at very high multiples for a commodity company. Copper's long-term demand outlook is positive, yet current high prices and cyclical risks make buying at these levels unattractive. Grupo México's dominant ownership of SCCO poses governance risks for minority shareholders, including limited influence and potential for privatization at lower prices.
SO's Georgia Power boosts grid resilience and urges customer safety as NOAA predicts a severe hurricane season in 2025.
SO's PowerSecure expands its alliance with Edged to deliver ultra-efficient, AI-ready data centers across key U.S. markets.
SO's subsidiary SouthStar becomes the first U.S. retail energy marketer to pilot MethaneScout, boosting emissions transparency.
SO is well-positioned for growth with its innovative strategies and dividends, but regulatory factors, including natural gas price volatility, could impact performance.
The Southern Company and state regulators agree to extend stable retail rates through 2028, pending regulatory approval.
Southern Co. (SO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
SO has guided earnings per share of $4.20-$4.30 for 2025.
The Southern Company (NYSE:SO ) Q1 2025 Earnings Conference Call May 1, 2025 1:00 PM ET Company Participants Greg MacLeod - Director-Investor Relations Chris Womack - Chairman, President & Chief Executive Officer Dan Tucker - Chief Financial Officer Conference Call Participants Carly Davenport - Goldman Sachs Julien Dumoulin-Smith - Jefferies LLC Nick Campanella - Barclays Jeremy Tonet - JPMorgan Andrew Weisel - Scotiabank David Arcaro - Morgan Stanley Durgesh Chopra - Evercore ISI Travis Miller - Morningstar Operator Good afternoon. My name is Paul, and I will be your conference operator today.
Although the revenue and EPS for Southern Co. (SO) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Southern Co. (SO) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.20 per share. This compares to earnings of $1.03 per share a year ago.
Beyond analysts' top -and-bottom-line estimates for Southern Co. (SO), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.