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The Southern Company  (NYSE: SO)
    Sector • Utilities    Industry • Electric Utilities
   Industry • Electric Utilities
   Sector • Utilities
 

The Southern's Suppliers Performance

SO's Supply Chain




 
SO Costs vs Sales of Suppliers Growth The Southern's Suppliers recorded an increase in sales by 8.52 % year on year in Q1 2026, sequentially sales grew by 6.67 %, The Southern recorded an increase in cost of sales by 2.1 % year on year, relative to one quarter ago cost of sales fell by -21.99 % in Q1.

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The Southern's Suppliers recorded an increase in sales by 8.52 % year on year in Q1 2026, sequentially sales grew by 6.67 %, The Southern recorded increase in cost of sales by 2.1 % year on year, compare to one quarter ago cost of sales fell by -21.99 % in Q1.

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The Southern's Comment on Supply Chain


Southern Company's nuclear generating units have adequate nuclear fuel production capacity. Alabama Power and Georgia Power hold contracts with the United States Department of Energy (DOE) for the permanent disposal of spent nuclear fuel; however, the DOE did not commence disposal in 1998, resulting in legal actions by these companies. Southern Power's natural gas power purchase agreements assign fuel cost responsibility to counterparties. Southern Company Gas procures natural gas supplies through contracts with producers and marketers, and for Atlanta Gas Light and Chattanooga Gas, under asset management agreements approved by state regulatory agencies. It also contracts for transportation and storage services from interstate pipelines regulated by the Federal Energy Regulatory Commission (FERC). To meet peak-use requirements, Southern Company Gas employs company-owned storage and purchased services. Natural gas cost recovery mechanisms are authorized for most natural gas distribution utilities, except Atlanta Gas Light, allowing rate adjustments based on changes in wholesale costs.

The Southern's Comment on Supply Chain


Southern Company's nuclear generating units have adequate nuclear fuel production capacity. Alabama Power and Georgia Power hold contracts with the United States Department of Energy (DOE) for the permanent disposal of spent nuclear fuel; however, the DOE did not commence disposal in 1998, resulting in legal actions by these companies. Southern Power's natural gas power purchase agreements assign fuel cost responsibility to counterparties. Southern Company Gas procures natural gas supplies through contracts with producers and marketers, and for Atlanta Gas Light and Chattanooga Gas, under asset management agreements approved by state regulatory agencies. It also contracts for transportation and storage services from interstate pipelines regulated by the Federal Energy Regulatory Commission (FERC). To meet peak-use requirements, Southern Company Gas employs company-owned storage and purchased services. Natural gas cost recovery mechanisms are authorized for most natural gas distribution utilities, except Atlanta Gas Light, allowing rate adjustments based on changes in wholesale costs.


SO's Suppliers Net Income grew by SO's Suppliers Net margin grew in Q1 to
29.44 % 9.02 %
SO's Suppliers Net Income grew by 29.44 %


SO's Suppliers Net margin grew in Q1 to 9.02 %


The Southern's Suppliers Sales Growth in Q1 2026 by Industry

Suppliers from Chemical Manufacturing Industry      6.48 %
Suppliers from Iron & Steel Industry      0.62 %
Suppliers from Metal Mining Industry      7.71 %
Suppliers from Miscellaneous Fabricated Products Industry      11.68 %
Suppliers from Construction Raw Materials Industry -6.06 %   
Suppliers from Construction Services Industry      17.59 %
Suppliers from Miscellaneous Manufacturing Industry      7.36 %
Suppliers from Industrial Machinery and Components Industry      13.92 %
Suppliers from Conglomerates Industry -6.91 %   
Suppliers from Auto & Truck Parts Industry      20.28 %
Suppliers from Electric & Wiring Equipment Industry      24.61 %
Suppliers from Coal Mining Industry      5.79 %
Suppliers from Oil And Gas Production Industry      23.2 %
Suppliers from Oil & Gas Integrated Operations Industry      5.95 %
Suppliers from Renewable Energy Services & Equipment Industry      9.24 %
Suppliers from Property & Casualty Insurance Industry      4.4 %
Suppliers from Investment Services Industry      11.32 %
Suppliers from Real Estate Investment Trusts Industry      6.26 %
Suppliers from Medical Equipment & Supplies Industry      1.28 %
Suppliers from Environmental Services Industry      3.12 %
Suppliers from IT Infrastructure Industry      6.93 %
Suppliers from Scientific & Technical Instruments Industry      27.85 %
Suppliers from Semiconductors Industry      23.64 %
Suppliers from Consumer Electronics Industry -9.12 %   
Suppliers from Electric Utilities Industry      14.22 %
Suppliers from Natural Gas Utilities Industry      13.82 %
     





SO's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
The Southern Company 93,499.92 30,174.00 4,239.00 29,800
Babcock and Wilcox Enterprises Inc 953.35 796.56 -18.37 1,650
Centrus Energy Corp 3,224.98 473.90 48.50 467
Mdu Resources Group Inc 3,945.40 1,830.33 196.71 2,096
Cleveland cliffs Inc 7,137.50 19,195.00 -838.00 25,000
Energy Fuels Inc 2,822.34 105.76 -82.51 1,069
SUBTOTAL 9,546,021.22 5,967,423.70 652,620.60 4,461,918
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Sources: The Southern Company's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
Updated on:
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