Norfolk Southern’s (NSC) proactive cost-cutting initiatives are boosting operational efficiency. However, NSC is grappling with economic uncertainties and lackluster liquidity, adversely impacting the company’s operations.Factors Favoring NSCNorfolk Southern's strong commitment to safety bodes well for the company. While the FRA personal injury rate has increased, the company has made significant strides in reducing serious injuries and total accidents, with declines of 40% and 20%, respectively. This refle ...

65 MW Mossy Branch Battery Facility adds resiliency to Georgia's electric grid; Company leadership and elected officials tour site in Talbot County on ThursdayATLANTA, Nov. 8, 2024 /PRNewswire/ -- Georgia Power leaders joined elected officials from the Georgia Public Service Commission (PSC), Georgia legislature, and Talbot and Muscogee counties on Thursday to mark commercial operation of the company's first "grid-connected" battery energy storage system (BESS). The Mossy Branch Battery Facility is capable ...

McIntyre to lead Engineering and Operations team ATLANTA, Nov. 4, 2024 /PRNewswire/ -- Southern Linc, a subsidiary of Southern Company (NYSE: SO), has announced that Alan McIntyre has been named the Vice President of Engineering and Operations by the Southern Linc Board of Directors. He will lead a team that is known for providing highly reliable, highly resilient wireless voice and data services for Southern Company systems and users and for local and state government customers. Alan McIntyre has been ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Although the sector has underperformed the S&P 500 ( SP500 ) by more than 90 points over the past ten years, the year-to-date performance is a stunning 29%, making it one of the best-performing sectorsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of CP ...

财务数据和关键指标变化 - 2024年第三季度调整后每股收益为1.43美元，比2023年第三季度高出0.01美元 [15] - 截至2024年9月30日的九个月调整后每股收益为3.56美元，较2023年同期的3.01美元显著增长 [16] - 预计2024年第四季度调整后每股收益为0.49美元，全年调整后每股收益预计为4.05美元 [17] 各条业务线数据和关键指标变化 - 尽管受到飓风海伦的影响，天气正常化后的零售电力销售与2023年第三季度基本持平 [17] - 住宅客户的电力使用量略有下降，但电力业务新增住宅客户12,000户，天然气分销业务新增客户7,000户 [19] 各个市场数据和关键指标变化 - 东南部经济的强劲表现体现在化工、管道和运输等行业的电力销售上，数据中心的电力使用量同比增长10% [18] - 在电力服务区域内，42家公司在第三季度建立或扩展业务，创造了超过5,000个潜在新工作岗位，资本投资总额约为26亿美元 [20] 公司战略和发展方向和行业竞争 - 公司致力于在未来几年内抓住能源需求增长的机会，强调与州政府和社区的合作 [24] - 公司在电力和天然气公用事业的组合中保持有序的规划和监管流程，以支持所有利益相关者的共同利益 [25] 管理层对经营环境和未来前景的评论 - 管理层对公司在飓风后的恢复和重建工作表示自豪，强调团队的韧性和对客户的承诺 [23] - 管理层对未来的展望持乐观态度，认为公司在应对能源需求增长方面处于良好位置 [24] 其他重要信息 - 飓风海伦的初步恢复和重建成本估计约为11亿美元，受通货膨胀和劳动力成本上升的影响 [13][14] - 公司在恢复过程中，超过20,000名员工在极其困难的条件下工作，恢复工作在八天内完成95% [9] 问答环节所有提问和回答 问题: 关于飓风成本的处理 - 所有飓风相关成本已被递延，预计将通过监管程序进行恢复 [27] 问题: 关于负荷增长的管道发展 - 目前已承诺的负荷为8,000兆瓦，较去年增加 [30] 问题: 关于南方电力的资源充足性 - 南方电力的合同覆盖率超过90%，未来有机会续签合同以提高回报 [36] 问题: 关于核能技术的前景 - 公司正在关注小型模块化反应堆（SMR）技术，但认为距离商业化还有很长的路要走 [80] 问题: 关于电力和天然气的供应链 - 从概念到客户供电的时间一般为三到五年，具体取决于技术 [88] 问题: 关于风暴成本的准备金 - 在飓风前并没有准备金，当前的成本是额外的 [85]

业绩总结 - 2024年第三季度每股收益（EPS）为1.40美元，较2023年第三季度的1.30美元增长7.7%[10] - 2024年截至9月30日的每股收益（EPS）为3.53美元，较2023年同期的2.86美元增长23.4%[10] - 2024年预计的全年调整后每股收益指导为4.05美元[13] - 2024年截至目前的调整后每股收益为3.56美元[13] - 2023年第三季度的每股收益（不包括特殊项目）为1.42美元，2024年第三季度为1.43美元[10] 用户数据 - 2024年第三季度新增12,000个住宅电力客户和7,000个住宅天然气客户[14] - 2024年迄今，住宅电力销售同比增长5.4%，商业电力销售增长3.7%，整体零售电力销售增长3.1%[16] - 商业类现有数据中心的用电量较2023年增长10%[14] 未来展望 - 预计2025年至2028年电力负荷增长约6%[17] - 2024年至2028年，州监管电力资本支出预计为487亿美元，其中电力38.7亿美元，天然气8.5亿美元[17] 新产品和新技术研发 - 由于气候变化，2024年第三季度的天气影响每股收益增加了8美分[11] 市场扩张和并购 - 第三季度工业销售增长主要来自管道、化工和运输行业[14] 负面信息 - 由于Kemper IGCC项目的关闭，预计每年将产生约1500万美元的额外前期成本，直到2025年[4] - 由于Hurricane Helene，乔治亚电力公司经历了超过150万次停电，53个县被联邦紧急事务管理局（FEMA）宣布为重大灾区[9] - 由于飓风海伦的影响，第三季度零售电力销售预计减少0.4%[14] 其他新策略和有价值的信息 - 截至2024年9月30日，南方公司拥有超过79亿美元的承诺信用额度和近67亿美元的可用流动性[27] - 2024年截至10月31日，南方公司的长期债务到期总额为630亿美元，平均到期年限为15.4年[25] - 2024年迄今，南方公司预计的长期融资总额为119亿美元[23]

Power supplier The Southern Company (SO) reported third-quarter 2024 earnings per share (excluding certain one-time items) of $1.43, well ahead of the Zacks Consensus Estimate of $1.33 and a penny higher than the year-ago adjusted profit. The outperformance reflects a gain in overall electricity sales to go with the positive effects of rates, usage and pricing changes.The utility reported revenues of $7.3 billion. The top line came in 4.2% higher than third-quarter 2023 sales and beat the Zacks Consensus Es ...

For the quarter ended September 2024, Southern Co. (SO) reported revenue of $7.27 billion, up 4.2% over the same period last year. EPS came in at $1.43, compared to $1.42 in the year-ago quarter.The reported revenue represents a surprise of +2.13% over the Zacks Consensus Estimate of $7.12 billion. With the consensus EPS estimate being $1.33, the EPS surprise was +7.52%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Southern Co. (SO) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.52%. A quarter ago, it was expected that this power company would post earnings of $0.91 per share when it actually produced earnings of $1.09, delivering a surprise of 19.78%.Over the last four quarters, the company ...

ATLANTA, Oct. 31, 2024 /PRNewswire/ -- Southern Company today reported third-quarter earnings of $1.5 billion, or $1.40 per share, in 2024 compared with earnings of $1.4 billion, or $1.30 per share, in the third quarter of 2023. For the nine months ended September 30, 2024, Southern Company reported earnings of $3.9 billion, or $3.53 per share, compared with $3.1 billion, or $2.86 per share, for the same period in 2023.Excluding the items described under "Net Income – Excluding Items" in the table below, So ...