Nicor Gas在SXSW会议上发表演讲 - Nicor Gas副总裁Meena Beyers将在SXSW会议上发表演讲，讨论解决气候危机的创新方式[1] Nicor Gas的可持续双燃料解决方案 - Nicor Gas在可持续双燃料解决方案方面处于行业领先地位，推动创新对话和关系以应对气候变化[3] Nicor Gas的净零智能社区 - Nicor Gas开发了美国首个净零智能社区，利用智能技术和可再生能源，帮助居民管理能源成本和碳足迹[3] Nicor Gas作为Southern Company Gas旗下的天然气分销公司 - Nicor Gas是Southern Company Gas旗下的四家天然气分销公司之一，为伊利诺伊州北部大部分地区的230万客户提供服务[5]

In the latest market close, Southern Co. (SO) reached $69.25, with a +0.98% movement compared to the previous day. The stock's performance was behind the S&P 500's daily gain of 1.03%. Elsewhere, the Dow gained 0.34%, while the tech-heavy Nasdaq added 1.51%. The the stock of power company has risen by 2.43% in the past month, lagging the Utilities sector's gain of 2.77% and the S&P 500's gain of 3.21%. Investors will be eagerly watching for the performance of Southern Co. in its upcoming earnings disclosure ...

Continued investments in "smarter grid" result in fewer power outages and quicker restoration times ATLANTA, March 7, 2024 /PRNewswire/ -- Georgia Power continues to build the future of energy by making valuable investments in Georgia's energy grid to make it stronger and more resilient for customers. Over the past 10 years, the company has invested more than $10 billion in strengthening the power grid through programs and initiatives approved by the Georgia Public Service Commission (PSC). Georgia Power co ...

Southern Co. (SO) closed the latest trading day at $66.86, indicating a -0.58% change from the previous session's end. The stock's change was less than the S&P 500's daily gain of 0.8%. Elsewhere, the Dow saw an upswing of 0.23%, while the tech-heavy Nasdaq appreciated by 1.14%. The the stock of power company has fallen by 4.61% in the past month, lagging the Utilities sector's gain of 0.14% and the S&P 500's gain of 5.2%. Market participants will be closely following the financial results of Southern Co. i ...

Vogtle核电站 - Vogtle核电站4号机组成功进行了启动测试，首次生成电力并成功与电网同步连接[1] - Vogtle核电站3号机组于2023年7月31日投入商业运营，为佐治亚州提供安全、可靠、无排放的能源[2] - 新的Vogtle机组是佐治亚电力公司致力于向270万客户提供清洁、安全、可靠和经济实惠能源的重要组成部分[3]

U.S.-based, The Southern Company (SO) has announced that Unit 4 at its Vogtle Nuclear plant has reached initial criticality. This is a crucial step in the start-up testing sequence. The company also mentioned that the initial criticality stage has been reached safely, which means operators have started the nuclear reaction inside the reactor for the first time. The nuclear fuel in the reactor will split the atoms and generate heat, which will be used to produce steam later. Following this achievement, Vogtl ...

Power supplier The Southern Company (SO) reported fourth-quarter 2023 earnings per share (excluding certain one-time items) of 64 cents, ahead of the Zacks Consensus Estimate of 59 cents and significantly above the year-ago adjusted profit of 26 cents. The outperformance reflects lower-than-expected operating expenses to go with the positive effects of weather, rates, usage and pricing changes. Meanwhile, the utility reported revenues of $6 billion. The top line missed the Zacks Consensus Estimate of $7.7 b ...

财务数据和关键指标变化 - 公司2023年全年调整后每股收益为3.65美元,达到了2023年指引区间的上限 [16][17][18] - 主要驱动因素包括电力收入增加、运营维护费用和所得税费用降低,部分被折旧和利息费用增加所抵消 [17][18] - 2023年电力销量受到温和天气的显著负面影响,创下公司历史最温和的一年 [18] 各条业务线数据和关键指标变化 - 2023年天气调整后零售电力销量同比下降0.4% [19] - 商业用电销量增长1.3%,但被住宅用电下降所抵消 [19] - 工业用电销量下降近2%,主要受房地产和化工行业的影响 [20] - 公司自2020年以来新增20多万住宅电力客户,创下数十年来最高 [20] 各个市场数据和关键指标变化 - 公司在乔治亚州的服务区域内,经济发展势头强劲,预计未来几年电力销量将加速增长 [21][22] - 2024-2025年预计销量增长1-2%,2025-2028年预计年均增长约6%,其中乔治亚电力公司预计年均增长约9% [22] - 这种销量增长为公司带来了大量的资本投资需求 [22][23] 公司战略和发展方向及行业竞争 - 公司将继续专注于州监管的电力和天然气业务,资本投资计划中95%以上用于这些业务 [28] - 未来5年公司计划投资480亿美元,较去年增加50亿美元,主要用于提高电网和天然气网络的抗灾能力 [28][29][30] - 公司将保持谨慎的资本预测方法,但预计未来资本开支将持续增加 [30] - 公司将通过内部股权融资计划和灵活的融资工具,为增加的资本投资提供资金支持 [33][34] 管理层对经营环境和未来前景的评论 - 公司2023年业绩出色,在面临前所未有的挑战中仍能交出出色的成绩单 [8][37][40] - 公司在2023年进行了大规模的高管调整,进一步强化了公司的领导梯队 [39] - 公司对未来充满信心,相信团队能够持续交付客户和投资者期望的出色业绩 [40] 问答环节重要的提问和回答 问题1 **Shar Pourreza 提问** 2024年指引是否包含Vogtle 4机组的影响,以及公司如何看待达到5-7%长期增长目标的信心 [45][46][47][48][49][50][51] **Dan Tucker 回答** 2024年指引确实包含Vogtle 4机组的影响,约0.08美元,但公司采取了一些灵活性措施来缓解影响。公司有信心实现5-7%的长期增长目标 [46][47][48][49][50][51] 问题2 **Steve Fleishman 提问** 公司何时能达到17%的自由现金流/债务比率目标,以及对于未来9%的乔治亚电力销量增长的看法 [60][61][62][63][64][65][66][67] **Dan Tucker 回答** 预计在2024年该指标将超过15%,之后每年将继续提升,在5年内达到17%左右的目标水平。对于乔治亚电力9%的销量增长预测是非常保守的 [60][61][62][63][64][65][66] 问题3 **Carly Davenport 提问** 公司如何决定在2023年IRP中包含哪些新增资源项目,以及后续如何根据监管决定调整资本支出计划 [76][77][78][79][80][81][82][83][84] **Chris Womack 和 Dan Tucker 回答** 公司根据销量增长的速度和规模,提前反映了部分新增资源项目,但仍保持谨慎态度。未来将根据监管决定适时调整资本支出计划 [77][78][79][80][81][82][83][84]

Fourth Quarter 2023 Earnings Conference Call Cautionary Note Regarding Forward-Looking Statements Certain information contained in this presentation is forward-looking information based on current expectations and plans that involve risks and uncertainties. Forward-looking information includes, among other things, financial objectives, earnings guidance, statements concerning projected cost and schedule for completion of Plant Vogtle Unit 4, and planned financing activities. Southern Company and its subsidi ...

Southern Co. (SO) reported $6.05 billion in revenue for the quarter ended December 2023, representing a year- over-year decline of 14.2%. EPS of $0.64 for the same period compares to $0.26 a year ago. The reported revenue represents a surprise of -21.86% over the Zacks Consensus Estimate of $7.74 billion. With the consensus EPS estimate being $0.59, the EPS surprise was +8.47%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...