Southern (SO) Tax Provisions (2009 - 2026)
Southern (SO) recorded Tax Provisions of $187 million in Q2 2026, down 35.3% from $289 million a year earlier and down 18.0% from the prior quarter.
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Analysis
Southern (SO) Tax Provisions (2009 - 2026) Analysis & Trends
On a TTM basis, Southern's Tax Provisions came in at $674 million as of Jun 30, 2026, down 34.2% year-over-year; for FY2025, it came in at $828 million, down 14.6% from FY2024.
- Annual Tax Provisions has a five-year compound annual growth rate of 16.1% (FY2020 to FY2025).
- Across earlier years, Tax Provisions came in at $969 million in FY2024 (+95.4%), $496 million in FY2023 (-37.6%), $795 million in FY2022 (+197.8%) and $267 million in FY2021 (-32.1%).
- Quarterly Tax Provisions has ranged from -$283 million in Q4 2021 to $414 million in Q3 2022 over the past five years.
- On a year-over-year basis, Tax Provisions rose in three of the last six quarters, with growth averaging 0.9%.
- Peak year-over-year performance for Tax Provisions in the last five years was growth of 195.9% in Q2 2024, against a decline of 67.8% in Q2 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at $228 million (Q1 2026), -$145 million (Q4 2025) and $404 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Wisconsin Electric Power | 99,216.00 Bn | 99,215.99 Bn | 911.30 Mn | 44.10 Mn |
| 2 | Enel Chile | 301.57 Bn | 301.57 Bn | 1.33 Bn | -141.00 Mn |
| 3 | Nextera Energy | 180.93 Bn | 179.04 Bn | - | 662.00 Mn |
| 4 | Southern | 109.04 Bn | 101.70 Bn | 7.31 Bn | 472.00 Mn |
| 5 | Duke Energy | 100.59 Bn | 99.24 Bn | 6.37 Bn | 299.00 Mn |
| 6 | National Grid | 86.94 Bn | 59.27 Bn | - | - |
| 7 | American Electric Power | 69.61 Bn | 68.67 Bn | 4.75 Bn | 125.00 Mn |
| 8 | Entergy | 53.37 Bn | 42.94 Bn | - | 278.66 Mn |
| 9 | Sempra | 51.29 Bn | 84.11 Bn | - | -14.00 Mn |
| 10 | Xcel Energy | 50.89 Bn | 44.36 Bn | - | 69.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 472.00 Mn |
| Jun 30, 2026 | 187.00 Mn |
| Mar 31, 2026 | 228.00 Mn |
| Dec 31, 2025 | -145.00 Mn |
| Sep 30, 2025 | 404.00 Mn |
| Jun 30, 2025 | 289.00 Mn |
| Mar 31, 2025 | 280.00 Mn |
| Dec 31, 2024 | 79.00 Mn |
| Sep 30, 2024 | 377.00 Mn |
| Jun 30, 2024 | 290.00 Mn |
| Mar 31, 2024 | 223.00 Mn |
| Dec 31, 2023 | 4.00 Mn |
| Sep 30, 2023 | 297.00 Mn |
| Jun 30, 2023 | 98.00 Mn |
| Mar 31, 2023 | 97.00 Mn |
| Dec 31, 2022 | -96.00 Mn |
| Sep 30, 2022 | 414.00 Mn |
| Jun 30, 2022 | 304.00 Mn |
| Mar 31, 2022 | 173.00 Mn |
| Dec 31, 2021 | -283.00 Mn |
API Access
Southern Tax Provisions API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-provisions&ticker=SO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-provisions", "ticker": "SO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-provisions&ticker=SO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();