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

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

What is The Southern's ROI in the first quarter of 2026?
The Southern Company achieved a return on average invested assets (ROI) of 3.04 % in its first quarter of 2026, which is below The Southern's average return on investment, which stands at 3.48%.

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

Within the Utilities sector 79 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the fourth quarter of 2025 from 0 to 1949.

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Return On Investment	(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 Investment Change TTM	15.38 %	21.64 %	19.31 %	14.69 %	4.85 %
Y / Y Net Income Change TTM	-6.28 %	-0.59 %	14.92 %	85.39 %	322.32 %
Investment (TTM) in Millions	141,713	141,683	138,162	136,817	136,761
Return On Investment (TTM)	3.04 %	3.06 %	3.23 %	3.27 %	3.74 %
SO's Overall Ranking	# 1949	# 0	#	#	#
Seq. Investment Change TTM	0.89 %	2.53 %	5.42 %	5.8 %	6.37 %
Seq. Net Income Change TTM	0.09 %	-2.87 %	4.11 %	-7.41 %	6.17 %
Net Income (TTM) in Millions	4,239	4,235	4,360	4,188	4,523

SO Company Profile >> Back to SO Roi Comparisons >> See Annual SO Return On Investment

Return On Investment SO's Ranking
Within:	No.
Industry	# 38
Sector	# 80
Overall	# 1949

Return On Investment Statistics
High	Average	Low
4.85 %	3.48 %	0.68 %
(Sep. 30, 2005)		(Sep 30 2017)

Financial Statements
The Southern's I. Quarter Investments	$ 141,713 Millions	SO's Balance sheet
The Southern's I. Quarter Income	$ 1,338 Millions	Quarterly SO's Income Statement
SO's Income by Division		See SO's Income by Division

SO Annual Return On Investment	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Investments in Millions	120,793	128,030	125,478	103,996	117,080
Y / Y Investment Growth	-5.65 %	2.03 %	20.66 %	-11.18 %	1.7 %
Net Income in Millions	4,171	4,260	3,849	3,428	2,309
Y / Y Net Income Growth	-2.09 %	10.68 %	12.28 %	48.46 %	-25.59 %
Annual Return On Investment	3.45 %	3.33 %	3.07 %	3.3 %	1.97 %

Annual Roi Comment

Despite deterioration in net income, company improved ROI to in the fiscal year 2025, company improved ROI to 3.45 % compare to previous year.

Definition and Formula of Return on Investment

Other ROI Ratios
Electric Utilities Industry Roi Trends and Statistics
Utilities Sector Return On Investment Statistics
Roi Trends for overall market
SO's Roi Ratio versus Electric Utilities Industry, Utilities Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for SO's Competitors
Subscribers only: Roi for The Southern's Suppliers
Subscribers only: Return On Investment for SO's Customers

Other Ratios
SO's Roa	SO's Inventory Turnover Ratio	SO's Growth Rates	SO's Dividend Statistics
	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 Investment at Mar 31 2026, within Utilities Sector	ROI
Consolidated Edison Inc	8.23 %
Western Midstream Partners Lp	7.78 %
Hf Sinclair Corporation	7.76 %
Consolidated Water Co ltd	7.70 %
Kinetik Holdings Inc	7.51 %
Archrock inc	7.41 %
Via Renewables Inc	7.40 %
American States Water Co	7.06 %
Oneok Inc	6.64 %
Wec Energy Group Inc	6.46 %
Antero Midstream Corporation	6.45 %
Williams companies inc	6.40 %
Plains All American Pipeline Lp	6.36 %
Boardwalk Pipeline Partners Lp	6.31 %
Genie Energy Ltd	6.16 %
Cheniere Energy Inc	6.06 %
Atmos Energy Corp	5.87 %
Plains Gp Holdings Lp	5.78 %
Constellation Energy Corporation	5.64 %
Venture Global Inc	5.60 %
Opal Fuels Inc	5.52 %
Spire Inc	5.40 %
Energy Transfer Lp	5.29 %
New Jersey Resources Corporation	5.26 %
Usa Compression Partners Lp	5.15 %
Middlesex Water Company	5.11 %
Southwest Gas Holdings Inc	4.93 %
Rgc Resources Inc	4.92 %
Northwest Natural Holding Company	4.79 %
Kinder Morgan Inc	4.77 %

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

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