What is the current annual ROA of SO?

As of today, SO annual ROA is 2.77%

What is 1-year change in SO annual ROA?

SO annual ROA is down -7.36% year-over-year

What is 3-year change in SO annual ROA?

SO annual ROA is up +6.13% over the past 3 years

How far is SO annual ROA from its all-time high?

SO annual ROA is currently -53.91% below its historical high of 6.01% set on December 31, 1985

How does SO annual ROA rank versus sector peers?

SO annual ROA is higher than 57.39% of companies in Utilities sector

When is SO next annual earnings release?

As of today, the next annual earnings release for SO has not been scheduled

What is the current quarterly ROA of SO?

As of today, SO quarterly ROA is 2.94%

What is SO quarterly ROA most recent change?

SO quarterly ROA was up +5.76% on June 30, 2026

What is 1-year change in SO quarterly ROA?

SO quarterly ROA is up +3.89% year-over-year

How far is SO quarterly ROA from its all-time high?

SO quarterly ROA is currently -41.55% below its historical high of 5.03% set on June 30, 2003

How does SO quarterly ROA rank versus sector peers?

SO quarterly ROA is higher than 64.04% of companies in Utilities sector

When is SO next earnings release?

The next earnings release for SO is on October 29, 2026

SO ROA History & Chart Since 1980

Annual ROA

2.77%0.22%-7.36%

December 31, 2025

Summary

Current Value: As of today, SO annual ROA is 2.77%, down -7.36% on December 31, 2025
Historical Performance: SO annual ROA is up +6.13% over the past 3 years, up +7.78% over the past 5 years
All-Time High Comparison: SO annual ROA is currently -53.91% below its historical high of 6.01% set on December 31, 1985
3-Year Low Comparison: SO annual ROA is +6.13% above its 3-year low of 2.61% reached on an earlier date
Sector Comparison: SO annual ROA is higher than 57.39% of companies in Utilities sector

ROA Chart

beforeafter

Performance

SO Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROA	Dec 31, 25	2.77%	-7.4%	+6.1%	+7.8%	-27.3%
Quarterly ROA	Jun 30, 26	2.94%	+3.9%	+33.0%	+16.2%	-21.8%
Price	Jul 31, 26	$94.54	+0.1%	+30.7%	+48.0%	+139.1%
PE Ratio	Jul 31, 26	22.81	-6.5%	-11.0%	+5.3%	+35.0%
Annual Revenue	Dec 31, 25	$29.55B	+10.6%	+0.9%	+46.0%	+69.3%
Annual Net Income	Dec 31, 25	$4.17B	-2.1%	+21.7%	+34.4%	+104.5%
Annual Total Assets	Dec 31, 25	$155.72B	+7.3%	+15.4%	+26.7%	+183.0%
Annual ROE	Dec 31, 25	11.04%	-6.8%	+8.0%	+14.9%	-10.0%

ROA Highs

SO Annual ROA Highs Comparison
Period	High	Date	Current
3Y	2.99%	Dec 31, 24	-7.4%
5Y	2.99%	Dec 31, 24	-7.4%
All	6.01%	Dec 31, 85	-53.9%

ROA Lows

SO Annual ROA Lows Comparison
Period	Low	Date	Current
3Y	2.61%	N/A	+6.1%
5Y	1.84%	Dec 31, 21	+50.5%
All	0.84%	Dec 31, 17	+229.8%

ROA History

Year	Value	Change
2025	2.77%	-7.4%
2024	2.99%	+6.4%
2023	2.81%	+7.7%
2022	2.61%	+41.8%
2021	1.84%	-28.4%
2020	2.57%	-36.2%
2019	4.03%	+99.5%
2018	2.02%	+140.5%
2017	0.84%	-68.8%
2016	2.69%	-18.0%
2015	3.28%	+9.0%
2014	3.01%	+12.3%
2013	2.68%	-32.2%
2012	3.95%	-0.5%
2011	3.97%	+4.2%
2010	3.81%	+12.1%
2009	3.40%	-11.5%
2008	3.84%	-4.5%
2007	4.02%	+3.3%
2006	3.89%	-7.8%
2005	4.22%	-3.7%
2004	4.38%	-1.8%
2003	4.46%	-10.4%

Year	Value	Change
2002	4.98%	+13.2%
2001	4.40%	+26.1%
2000	3.49%	-23.8%
1999	4.58%	+29.0%
1998	3.55%	-3.8%
1997	3.69%	-14.0%
1996	4.29%	-2.5%
1995	4.40%	+5.3%
1994	4.18%	-12.4%
1993	4.77%	-10.0%
1992	5.30%	+7.3%
1991	4.94%	+37.6%
1990	3.59%	-26.3%
1989	4.87%	-2.0%
1988	4.97%	+36.9%
1987	3.63%	-28.7%
1986	5.09%	-15.3%
1985	6.01%	+19.0%
1984	5.05%	-6.3%
1983	5.39%	+41.1%
1982	3.82%	+39.9%
1981	2.73%	-9.0%
1980	3.00%	-

FAQ

What is the current annual ROA of SO?: As of today, SO annual ROA is 2.77%
What is 1-year change in SO annual ROA?: SO annual ROA is down -7.36% year-over-year
What is 3-year change in SO annual ROA?: SO annual ROA is up +6.13% over the past 3 years
How far is SO annual ROA from its all-time high?: SO annual ROA is currently -53.91% below its historical high of 6.01% set on December 31, 1985
How does SO annual ROA rank versus sector peers?: SO annual ROA is higher than 57.39% of companies in Utilities sector
When is SO next annual earnings release?: As of today, the next annual earnings release for SO has not been scheduled

ROA Formula

ROA = Net Income

Total Assets × 100%

Quarterly ROA

2.94%0.16%+5.76%

June 30, 2026

Summary

Current Value: As of today, SO quarterly ROA is 2.94%, up +5.76% on June 30, 2026
Historical Performance: SO quarterly ROA is up +3.89% year-over-year, up +33.03% over the past 3 years
All-Time High Comparison: SO quarterly ROA is currently -41.55% below its historical high of 5.03% set on June 30, 2003
3-Year Low Comparison: SO quarterly ROA is +36.74% above its 3-year low of 2.15% reached on September 30, 2023
Sector Comparison: SO quarterly ROA is higher than 64.04% of companies in Utilities sector

Performance

SO Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROA	Jun 30, 26	2.94%	+5.8%	+3.9%	+33.0%	+16.2%
Annual ROA	Dec 31, 25	2.77%	–	-7.4%	+6.1%	+7.8%
Price	Jul 31, 26	$94.54	-2.2%	+0.1%	+30.7%	+48.0%
PE Ratio	Jul 31, 26	22.81	-7.8%	-6.5%	-11.0%	+5.3%
Quarterly Revenue	Jun 30, 26	$6.98B	-16.9%	+0.1%	+21.4%	+31.6%
Quarterly Net Income	Jun 30, 26	$1.19B	-11.2%	+39.3%	+44.4%	+216.0%
Quarterly Total Assets	Jun 30, 26	$162.03B	+3.2%	+8.8%	+18.2%	+28.7%
Quarterly ROE	Jun 30, 26	11.62%	+5.1%	+3.8%	+35.1%	+22.1%

Quarterly ROA Highs

SO Quarterly ROA Highs Comparison
Period	High	Date	Current
1Y	2.94%	Jun 30, 26	at high
3Y	3.26%	Sep 30, 24	-9.8%
5Y	3.26%	Sep 30, 24	-9.8%
All	5.03%	Jun 30, 03	-41.5%

Quarterly ROA Lows

SO Quarterly ROA Lows Comparison
Period	Low	Date	Current
1Y	2.78%	Dec 31, 25	+5.8%
3Y	2.15%	Sep 30, 23	+36.7%
5Y	1.73%	Mar 31, 22	+69.9%
All	0.60%	Sep 30, 17	+390.0%

Quarterly ROA History

Month	Value	Change
Jun 2026	2.94%	+5.8%
Mar 2026	2.78%	0.0%
Dec 2025	2.78%	-4.5%
Sep 2025	2.91%	+2.8%
Jun 2025	2.83%	-8.7%
Mar 2025	3.10%	+3.3%
Dec 2024	3.00%	-8.0%
Sep 2024	3.26%	+1.2%
Jun 2024	3.22%	+7.7%
Mar 2024	2.99%	+6.4%
Dec 2023	2.81%	+30.7%
Sep 2023	2.15%	-2.7%
Jun 2023	2.21%	-9.4%
Mar 2023	2.44%	-6.5%
Dec 2022	2.61%	+3.2%
Sep 2022	2.53%	+11.5%
Jun 2022	2.27%	+31.2%
Mar 2022	1.73%	-5.5%
Dec 2021	1.83%	-22.5%
Sep 2021	2.36%	-6.7%
Jun 2021	2.53%	-8.3%
Mar 2021	2.76%	+7.4%
Dec 2020	2.57%	-2.7%
Sep 2020	2.64%	-3.3%
Jun 2020	2.73%	-9.6%
Mar 2020	3.02%	-25.8%
Dec 2019	4.07%	+1.8%
Sep 2019	4.00%	+1.8%
Jun 2019	3.93%	+30.1%
Mar 2019	3.02%	+48.0%
Dec 2018	2.04%	-10.1%
Sep 2018	2.27%	+4.1%
Jun 2018	2.18%	+101.9%
Mar 2018	1.08%	+28.6%
Dec 2017	0.84%	+40.0%
Sep 2017	0.60%	-13.0%
Jun 2017	0.69%	-74.8%
Mar 2017	2.74%	+0.7%
Dec 2016	2.72%	-9.0%
Sep 2016	2.99%	+0.7%
Jun 2016	2.97%	-4.8%
Mar 2016	3.12%	-2.8%
Dec 2015	3.21%	-5.9%
Sep 2015	3.41%	+7.9%
Jun 2015	3.16%	-2.2%
Mar 2015	3.23%	+5.6%
Dec 2014	3.06%	-7.0%
Sep 2014	3.29%	-7.1%
Jun 2014	3.54%	+14.9%
Mar 2014	3.08%	+14.9%
Dec 2013	2.68%	+1.1%
Sep 2013	2.65%	-8.0%
Jun 2013	2.88%	-16.3%
Mar 2013	3.44%	-13.1%
Dec 2012	3.96%	+3.4%
Sep 2012	3.83%	+0.5%
Jun 2012	3.81%	-1.0%
Mar 2012	3.85%	-4.0%
Dec 2011	4.01%	+3.4%
Sep 2011	3.88%	+3.2%
Jun 2011	3.76%	+3.6%
Mar 2011	3.63%	-4.7%
Dec 2010	3.81%	-5.9%
Sep 2010	4.05%	-0.5%
Jun 2010	4.07%	0.0%
Mar 2010	4.07%	+19.7%
Dec 2009	3.40%	+2.4%

Month	Value	Change
Sep 2009	3.32%	-0.6%
Jun 2009	3.34%	+2.5%
Mar 2009	3.26%	-14.2%
Dec 2008	3.80%	-2.3%
Sep 2008	3.89%	-0.8%
Jun 2008	3.92%	-2.5%
Mar 2008	4.02%	-0.2%
Dec 2007	4.03%	-0.2%
Sep 2007	4.04%	-0.7%
Jun 2007	4.07%	+0.7%
Mar 2007	4.04%	+3.3%
Dec 2006	3.91%	0.0%
Sep 2006	3.91%	-1.3%
Jun 2006	3.96%	-2.0%
Mar 2006	4.04%	-5.2%
Dec 2005	4.26%	-7.2%
Sep 2005	4.59%	+2.9%
Jun 2005	4.46%	+0.2%
Mar 2005	4.45%	-1.8%
Dec 2004	4.53%	+7.1%
Sep 2004	4.23%	0.0%
Jun 2004	4.23%	-6.8%
Mar 2004	4.54%	+1.1%
Dec 2003	4.49%	-8.6%
Sep 2003	4.91%	-2.4%
Jun 2003	5.03%	+2.2%
Mar 2003	4.92%	+0.2%
Dec 2002	4.91%	+4.9%
Sep 2002	4.68%	+1.1%
Jun 2002	4.63%	+4.3%
Mar 2002	4.44%	+3.7%
Dec 2001	4.28%	+11.2%
Sep 2001	3.85%	-0.3%
Jun 2001	3.86%	-1.0%
Mar 2001	3.90%	-3.2%
Dec 2000	4.03%	-2.7%
Sep 2000	4.14%	-8.6%
Jun 2000	4.53%	-0.2%
Mar 2000	4.54%	+3.7%
Dec 1999	4.38%	+12.0%
Sep 1999	3.91%	+17.4%
Jun 1999	3.33%	+3.1%
Mar 1999	3.23%	-3.6%
Dec 1998	3.35%	-2.9%
Sep 1998	3.45%	+12.0%
Jun 1998	3.08%	+4.4%
Mar 1998	2.95%	+2.8%
Dec 1997	2.87%	+2.9%
Sep 1997	2.79%	-12.0%
Jun 1997	3.17%	-9.7%
Mar 1997	3.51%	-6.1%
Dec 1996	3.74%	-1.8%
Sep 1996	3.81%	-1.8%
Jun 1996	3.88%	-0.8%
Mar 1996	3.91%	+0.5%
Dec 1995	3.89%	-4.2%
Sep 1995	4.06%	+1.8%
Jun 1995	3.99%	+0.3%
Mar 1995	3.98%	+6.1%
Dec 1994	3.75%	+3.3%
Sep 1994	3.63%	-3.5%
Jun 1994	3.76%	0.0%
Mar 1994	3.76%	-4.1%
Dec 1993	3.92%	-0.8%
Sep 1993	3.95%	+2.9%
Jun 1993	3.84%	-

FAQ

What is the current quarterly ROA of SO?: As of today, SO quarterly ROA is 2.94%
What is SO quarterly ROA most recent change?: SO quarterly ROA was up +5.76% on June 30, 2026
What is 1-year change in SO quarterly ROA?: SO quarterly ROA is up +3.89% year-over-year
How far is SO quarterly ROA from its all-time high?: SO quarterly ROA is currently -41.55% below its historical high of 5.03% set on June 30, 2003
How does SO quarterly ROA rank versus sector peers?: SO quarterly ROA is higher than 64.04% of companies in Utilities sector
When is SO next earnings release?: The next earnings release for SO is on October 29, 2026

ROA Formula

ROA = Net Income

Total Assets × 100%

Data Sources & References

SO Official Website www.southerncompany.com
Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/92122/000009212226000006/0000092122-26-000006-index.htm
SO Profile on Yahoo Finance finance.yahoo.com/quote/SO
SO Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/so