-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：南方公司公布2026财年第一季度调整后每股收益为1.32美元，同比增长7.3%，超出预期10.0%，超出市场普遍预期9.1%。营业收入增长8.0%（高于市场普遍预期3.6%），达到84亿美元，主要得益于批发电力收入飙升29.7%至9.65亿美元，以及天然气收入增长19.1%至22亿美元。该公司新增客户4.9万户，同比增长1.1%。经天气因素调整后的零售额增长2.3%，其中商业（+4.6%）和工业（+1.5%）业务表现强劲。受天气影响，实际住宅销售额下降4.1%，导致季度每股收益减少0.05美元。南方电力公司面临诸多不利因素，由于风电设施改造项目产生的1.54亿美元加速折旧费用，净利润暴跌95.4%至400万美元，预计到2026年还将产生3.35亿美元的额外费用，2027年还将产生1亿美元。尽管南方电力公司近期面临挑战，但其强劲的公用事业基本面和客户增长趋势仍然支撑着该项投资。
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