The Southern (SO) Return on Assets ROA from the first quarter of 2026 to first quarter of 2025 and for the year 2026, Average High and Low, Fundamental Ratios from Mar 31 2026 to Mar 31 2025 - CSIMarket
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The Southern Company  (NYSE: SO)
    Sector • Utilities    Industry • Electric Utilities
   Industry • Electric Utilities
   Sector • Utilities


The Southern's ROA from the first quarter of 2026 to the first quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics


What is The Southern's ROA in the first quarter of 2026?
The Southern Company achieved a return on average assets (ROA) of 2.75 % in its first quarter of 2026, which is below The Southern's average return on assets, which stands at 3.07%.

ROA fell compared to the fourth quarter of 2025, despite the net income growth of 292.38% from the fourth quarter of 2025.

However, within the Utilities sector 65 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Mar 31 2026 quarter, so far to 1651, from total ROA ranking in the fourth quarter of 2025 at 1927.

What is ROA?


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Return On Assets (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter		 (Mar 31 2025)
I. Quarter
Y / Y Total Assets Change 6.5 % 23.03 % 30.3 % -0.29 % -2.31 %
Y / Y Net Income Change 0.3 % -26.82 % 11.21 % -28.2 % 24.56 %
Net Income (TTM) in million 4,239 4,235 4,360 4,188 4,523
Return On Assets (TTM) 2.75 % 2.79 % 3.02 % 3.09 % 3.34 %
SO's Total Ranking # 1651 # 1927 # 1618 # 1607 # 1559
Total Assets (TTM) in million 157,737 156,190 153,248 148,853 148,109
Seq. Total Assets Change 0.99 % 1.92 % 2.95 % 0.5 % 16.66 %
Seq. Net Income Change 292.38 % -80.02 % 100.12 % -36.06 % 186.27 %

SO's 5 Years Annual ROA >> Back to SO Management Effectiveness >> Compare SO ROA to its Competitors


Return On Assets Company Ranking
Within: No.
Industry # 26
Sector # 66
Overall # 1641

Return On Assets Statistics
High Average Low
4.31 %
3.07 %
0.52 %
(Sep. 30, 2005)   (Sep 30 2017)





Financial Statements
The Southern's Assets $ 157,737 million SO's Balance sheet
The Southern's Income $ 1,338 million Quarterly SO's Income Statement
SO's Income by Division See SO's Income by Division



Annual Return On Assets (Dec 31 2025)
FY 2025		 (Dec 31 2024)
FY 2024		 (Dec 31 2023)
FY 2023		 (Dec 31 2022)
FY 2022		 (Dec 31 2021)
FY 2021
Y / Y Total Assets Change 23.22 % 3.86 % -9.38 % -7.56 % 18.7 %
Total Assets in million 156,434 126,955 122,235 134,891 145,925
Y / Y Net Income Change -2.09 % 10.68 % 12.28 % 48.46 % -25.59 %
Net Income in million 4,171 4,260 3,849 3,428 2,309
Annual Return On Assets 2.67 % 3.36 % 3.15 % 2.54 % 1.58 %

SO's 5 Years Annual ROA >> Back to SO Management Effectiveness >> Compare SO ROA to its Competitors



Comment on SO's ROA in the fiscal year ending 2025
In the fiscal year 2025 The Southern's ROA decreased compared to previous year to 2.67 %, due to deterioration of net income -2.09 % to $4,171.00 million, from $4,260.00 million a year ago, as SO's assets were $156,434.00 million.


More Return On Assets Ratios
SO's' Return on Assets at Yahoo Finance
Electric Utilities Industry Return On Assets Trends and Statistics
Utilities Sector Roa Statistics
Roa Trends for overall market
SO's Roa Ratio versus Electric Utilities Industry, Utilities Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for SO's Competitors
Subscribers only: Roa for The Southern's Suppliers
Subscribers only: Return On Assets for SO's Customers

You may also want to know
SO's Roi SO's Inventory Turnover Ratio SO's Growth Rates SO's Dividend Comparisons
SO's Profitability Ratios SO's Asset Turnover Ratio SO's Dividend Growth
SO's Roe SO's Valuation Ratios SO's Financial Strength Ratios SO's Dividend Payout Ratio



Companies with similar Return On Assets at Mar 31 2026, within Utilities Sector ROA
Archrock inc   7.40 %
Hf Sinclair Corporation  7.20 %
Kinetik Holdings Inc   7.02 %
Consolidated Water Co ltd   6.94 %
Antero Midstream Corporation  6.92 %
Via Renewables Inc   5.91 %
Boardwalk Pipeline Partners Lp  5.90 %
Cheniere Energy Inc   5.89 %
Constellation Energy Corporation  5.77 %
Venture Global Inc   5.51 %
Hallador Energy Co  5.39 %
Oneok Inc   5.33 %
Williams companies inc   5.13 %
Plains All American Pipeline Lp  5.07 %
American States Water Co  4.98 %
Usa Compression Partners Lp  4.84 %
Dt Midstream Inc   4.73 %
Northwest Natural Holding Company  4.71 %
Kinder Morgan Inc   4.71 %
Atmos Energy Corp  4.70 %
Mge Energy Inc   4.68 %
Plains Gp Holdings Lp  4.66 %
New Jersey Resources Corporation  4.50 %
Energy Transfer Lp  4.39 %
Genie Energy Ltd   4.25 %
Rgc Resources Inc   4.19 %
Edison International  4.11 %
Ugi Corporation  4.11 %
Excelerate Energy Inc  4.03 %
Public Service Enterprise Group Incorporated  3.96 %

Date modified: 2026-09-08T15:22:16+00:00


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