SOJFMEDIUM SIGNALFINANCIAL10-K

SOJF significantly increased capital expenditures by 42% to $12.7B while expanding debt by 12% to fund major infrastructure investments, resulting in strong revenue growth of 11%.

The company is in an active investment phase, substantially increasing infrastructure spending which should drive future cash flows and rate base growth. The balanced approach of funding growth through both debt and improved cash generation (cash up 53%) suggests disciplined capital allocation, though investors should monitor leverage ratios as debt continues to grow.

Comparing 2026-02-19 vs 2025-02-20View on EDGAR →
FINANCIAL ANALYSIS

SOJF demonstrated robust financial expansion with revenue growing 11% to $29.6B and cash increasing 53% to $1.6B, indicating strong operational cash generation. However, the company significantly ramped up capital expenditures by 42% to $12.7B and increased total debt by 12% to $65.6B to fund this investment cycle. The overall picture suggests a utility in active growth mode with healthy cash flows supporting substantial infrastructure investments, though the debt growth warrants monitoring for leverage trends.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+53.2%
$1.1B$1.6B

Cash position surged 53.2% — strong cash generation or capital raise providing significant financial cushion.

Capital Expenditure
Cash Flow
+42.2%
$9.0B$12.7B

Capital expenditure jumped 42.2% — major investment cycle underway; assess returns on deployment.

Total Debt
Balance Sheet
+11.7%
$58.8B$65.6B

Debt rose 11.7% — additional borrowing for investment or operations; monitor coverage ratios.

Revenue
P&L
+10.6%
$26.7B$29.6B

Revenue growing 10.6% — solid top-line momentum, watch margins for quality of growth.

LANGUAGE CHANGES
NEW — 2026-02-19
PRIOR — 2025-02-20
ADDED
MPUS Mississippi Public Utilities Staff MRA Municipal and Rural Associations MW Megawatt natural gas distribution utilities Southern Company Gas' natural gas distribution utilities (Nicor Gas, Atlanta Gas Light, Virginia Natural Gas, and Chattanooga Gas) NCCR Georgia Power's Nuclear Construction Cost Recovery tariff NDR Alabama Power's Natural Disaster Reserve Nicor Gas Northern Illinois Gas Company, a wholly-owned subsidiary of Southern Company Gas NRC U.S.
economic conditions, including impacts from geopolitical conflicts, recession, inflation, changes in trade policies (including tariffs and other trade measures) of the United States and other countries, interest rate fluctuations, and financial market conditions, and the results of financing efforts; prolonged or recurring U.S.
The traditional electric operating companies Alabama Power, Georgia Power, and Mississippi Power are each vertically integrated utilities providing electric service to retail customers in three Southeastern states in addition to wholesale customers in the Southeast.
Southern Holdings is an intermediate holding company subsidiary, which, through its subsidiaries, invests in various projects and insures various risk exposures of Southern Company and its subsidiaries.
Additionally, the traditional electric operating companies have entered into various reliability agreements with certain neighboring utilities, each of which provides for the establishment and periodic review of principles and procedures for planning and operation of generation and transmission facilities, maintenance schedules, load retention programs, emergency operations, and other matters affecting the reliability of bulk power supply.
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REMOVED
The traditional electric operating companies Alabama Power, Georgia Power, and Mississippi Power are each operating public utility companies providing electric service to retail customers in three Southeastern states in addition to wholesale customers in the Southeast.
Southern Holdings is an intermediate holding company subsidiary, which invests in various projects.
Alabama Power, Georgia Power, and Mississippi Power each operate with one reportable business segment, since substantially all of their business is providing electric service to customers.
Southern Power also operates its business with one reportable business segment, the sale of electricity in the competitive wholesale market.
The traditional electric operating companies have joined with other utilities in the Southeast to form the SERC to augment further the reliability and adequacy of bulk power supply.
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