Abstract
Southern Company (The) Series will announce its quarterly results on February 19, 2026 Pre-Market, with consensus pointing to year-over-year growth in revenue, EPS, and EBIT while formal institutional previews within the specified period remain limited.
Market Forecast
Consensus compiled from the latest financial dataset indicates Southern Company (The) Series is forecast to deliver revenue of $6.49 billion for the current quarter, up 10.32% year over year, with adjusted EPS of $0.57, up 13.04% year over year; EBIT is projected at $1.40 billion, reflecting a 40.21% year-over-year increase. Gross profit margin, GAAP net profit attributable to the parent company, and net profit margin forecasts were not provided in the dataset.
The main business outlook anchored on total revenue points to sustained year-over-year expansion and a solid earnings cadence into the report date. The most promising feature is the anticipated EBIT ramp to $1.40 billion, an improvement of 40.21% year over year, while revenue is expected at $6.49 billion, up 10.32% year over year.
Last Quarter Review
Southern Company (The) Series reported prior-quarter revenue of $7.82 billion (up 7.55% year over year) and adjusted EPS of $1.60 (up 11.89% year over year); gross profit margin, GAAP net profit attributable to the parent company, and net profit margin figures were not available in the finance dataset.
A notable highlight was an across-the-board beat versus consensus: revenue topped expectations by $215.67 million and adjusted EPS exceeded estimates by $0.09.
The main business showed stable expansion, with total revenue rising 7.55% year over year to $7.82 billion, pointing to consistent top-line performance through the last reported period.
Current Quarter Outlook (with major analytical insights)
Main Business
Total revenue, the primary performance line, is estimated at $6.49 billion for the current quarter, implying a 10.32% year-over-year increase. This expectation, combined with an adjusted EPS forecast of $0.57, suggests earnings quality will be supported by both top-line expansion and per-share profitability improvement versus the same quarter last year. Even though margin forecasts were not provided, the interplay between revenue growth and EPS implies management and cost structures are expected to sustain a positive earnings trajectory in the face of normal quarter-to-quarter variation.
A key consideration is the sequential moderation in revenue versus the prior quarter’s $7.82 billion, which frequently reflects timing effects within the year rather than a structural change. Investors will focus on how this moderation aligns with the projected uptick in EPS, looking for evidence that cost discipline and operating efficiency protect per-share outcomes despite the lower sequential revenue base. The company’s ability to translate year-over-year sales growth into improved EPS will likely be a pivotal factor in how the results are received pre-market.
Most Promising Segment
While the dataset did not present a breakdown of business segments, the projected EBIT of $1.40 billion for the current quarter, up 40.21% year over year, stands out as the clearest indicator of operating performance momentum. Such a year-over-year increase in EBIT generally points to improved operating efficiency, effective expense control, and sound execution across core activities. If these EBIT gains materialize alongside the revenue growth projection, the quarter will likely underscore an enhanced conversion of sales into operating income.
The magnitude of EBIT expansion vs. revenue growth highlights the potential for operating leverage, assuming costs scale more slowly than revenue. In practical terms, this means incremental dollars of revenue could be translating into a higher proportion of operating income, even though specific gross margin or net margin data is not disclosed in the dataset. This dynamic can be favorable for EPS, allowing per-share results to rise faster than revenue, provided financing costs and below-the-line items are stable relative to the same quarter last year.
Key Stock Price Drivers
The most immediate stock price driver into the release is the balance between the projected year-over-year growth in revenue (10.32%) and EPS (13.04%), and how these measures compare with actual prints on release day. The last reported quarter delivered a positive surprise on both revenue and EPS, and that history tends to shape expectations going into the next print. Should the company sustain or exceed these current-quarter forecasts, especially around EPS and EBIT, the shares may see constructive pre-market and intraday reactions.
Another driver is the degree to which operating efficiency inferred by the EBIT estimate is confirmed. Delivering EBIT of $1.40 billion would demonstrate material operating strength relative to the same period last year. If operating income escalates more rapidly than revenue, it validates the notion of scaling efficiency, which often correlates with better-than-expected EPS outcomes when below-the-line items are steady. In the absence of disclosed margin forecasts, investors will infer margin direction from the relationship among revenue, EBIT, and EPS in the reported results.
A third focal point is sequential dynamics versus last quarter’s $7.82 billion revenue baseline. Even though sequential declines can be typical across a year, the market often reacts to the cadence and composition behind that moderation. A stable or rising EPS despite lower sequential revenue signals solid cost and output management. Conversely, if sequential moderation is sharper than anticipated and EPS underperforms the $0.57 forecast, the pre-market response could skew cautious. Put simply, the quarterly narrative will be judged on how convincingly the company converts revenue into operating income and per-share earnings versus consensus expectations, consistent with prior-quarter performance patterns.
Analyst Opinions
Within the specified window from August 12, 2025 to February 12, 2026, no explicit analyst previews, ratings changes, or formal opinion articles focused specifically on Southern Company (The) Series were identified. As a result, there is no observable majority stance to classify as bullish or bearish for this period. In the absence of published views, the market’s near-term perspective may be driven more by quantitative expectations embedded in the current-quarter forecasts and by the memory of last quarter’s positive surprises in revenue and EPS.
The lack of visible institutional commentary heightens the weight of the numbers themselves. Investors are likely to emphasize the 10.32% year-over-year revenue projection, the 13.04% expected EPS growth, and the 40.21% anticipated increase in EBIT, scrutinizing whether the release confirms these signals of operating momentum. If realized results align with or exceed these figures, the narrative should reflect resilience and efficient execution into the current quarter. If results underwhelm versus these forecast benchmarks, it would imply a softer operating cadence than the dataset suggests, potentially reframing expectations for subsequent quarters. In short, the current-quarter outcome will carry outsized importance for sentiment given the limited availability of fresh institutional opinions in the period reviewed.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments