$SO

SOUTHERN CO (SO) filed an SEC Form 8-K — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. EX-4.3 3 ex4-3sosecondsupplementali.htm EX-4.3 Document Exhibit 4.3 ______________________________________________________________________________ THE SOUTHERN COMPANY TO U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, TRUSTEE SECOND SUPPLEMENTAL INDENTURE DATED AS OF AUGUST 6, 20

Los Angeles County Fire Department investigators, after an 18-month probe, said the Jan. 7, 2025 Eaton Fire in Altadena was caused by electrical arcing from an out-of-service Southern California Edison (SCE) transmission tower, with the origin in a dry fuel bed below the towers. The fire killed 19 people and damaged or destroyed over 9,000 properties. SCE disputes other agencies’ evacuation and water actions in related lawsuits.

Southern Company (NYSE: SO) priced $725 million of 2.125% Series 2026A convertible senior notes due Dec. 15, 2027 and $1.65 billion of 3.50% Series 2026B due Sept. 15, 2029 in Rule 144A private placements, upsized by $75 million and $150 million. Net proceeds are estimated at about $721 million and $1.63 billion, partly to repurchase about $369 million principal of 4.50% Series 2024A notes.

Southern Company (NYSE:SO) priced a $2.375 billion convertible senior notes offering in two series via private placement. Series 2026A: $725 million, 2.125% due Dec 15, 2027, conversion price about $104.56. Series 2026B: $1.65 billion, 3.50% due Sep 15, 2029, conversion price about $118.50. Net proceeds estimated at about $721 million and $1.63 billion; proceeds partly fund repurchase of SO’s 2024A notes and debt repayment. Closing expected Aug 6, 2026.

Southern Company (NYSE: SO) priced $725 million of 2.125% Series 2026A convertible notes due Dec. 15, 2027 and $1.65 billion of 3.50% Series 2026B convertible notes due Sept. 15, 2029, upsized from prior amounts. Options add up to $108.75 million and $247.5 million. Net proceeds fund $403 million of repurchases of Series 2024A notes, debt repayment, and general purposes.

Southern Co. said its strong Q2 earnings growth was driven by construction of data centers and other large electricity loads, and company leaders expect the trend to continue through year-end. The statement references Georgia Power’s Plant Vogtle units 1-4 as part of its generation capacity.

Southern (NYSE:SO) reported Q2 adjusted EPS of $1.13 and $2.46 year to date, near the top of full-year guidance. Revenue was $6,977m vs. $6,973m a year earlier, while net income rose to $1,174m. The article cites data center load up 55% in Q2 and 17 GW of large load signed into the mid-2030s.

Southern Company’s Q2 2026 earnings call said results beat estimates on strong Southeast demand, led by data centers and industrial loads. Management cited a 3.2 GW Georgia contract with OpenAI, including 1 GW demand response, and 17+ GW large-load agreements. Full-year 2026 adjusted EPS is guided at $4.50-$4.60, near the top.

Thursday, July 30, 2026 at 1:00 p.m. ET CALL PARTICIPANTS Chairman, President and Chief Executive Officer - Christopher C. Womack Chief Financial Officer - David P. Poroch Director of Investor Relations - Gregg MacLeod Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted EPS -- $1.13 for the second quarter, representing a $0.21 increase compared to the second quarter of 2025.

Southern Co. (SO) reported Q2 profit of $1.17 billion, or $1.03 per share. Adjusted earnings were $1.13 per share versus a Zacks-estimated $1.01. Revenue was $6.98 billion, below the $7.36 billion forecast from five Zacks analysts. Results beat earnings expectations but missed revenue estimates.