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Side-by-side financial comparison of Exelon (EXC) and Southern Company (SO). Click either name above to swap in a different company.
Southern Company is the larger business by last-quarter revenue ($8.4B vs $5.4B, roughly 1.6× Exelon). On growth, Southern Company posted the faster year-over-year revenue change (8.0% vs -19.4%). Over the past eight quarters, Southern Company's revenue compounded faster (14.0% CAGR vs 0.5%).
Exelon Corporation is an American public utility headquartered in Chicago, and incorporated in Pennsylvania. Exelon is the largest electric parent company in the United States by revenue and is the largest regulated electric utility in the United States with approximately 10 million customers. The company is ranked 187th on the Fortune 500.
Southern Company is an American gas and electric utility holding company based in the Southern United States. It is headquartered in Atlanta, Georgia, with executive offices located in Birmingham, Alabama. As of 2021 it is the second largest utility company in the U.S. in terms of customer base. Through its subsidiaries it serves 9 million gas and electric utility customers in 6 states. Southern Company's regulated regional electric utilities serve a 120,000-square-mile (310,000 km2) territor...
EXC vs SO — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.4B | $8.4B |
| Net Profit | — | $1.3B |
| Gross Margin | — | — |
| Operating Margin | 21.9% | 24.0% |
| Net Margin | — | 15.9% |
| Revenue YoY | -19.4% | 8.0% |
| Net Profit YoY | — | 5.4% |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $5.4B | $8.4B | ||
| Q4 25 | $5.4B | $7.0B | ||
| Q3 25 | $6.7B | $7.8B | ||
| Q2 25 | $5.4B | $7.0B | ||
| Q1 25 | $6.7B | $7.8B | ||
| Q4 24 | $5.5B | $6.3B | ||
| Q3 24 | $6.2B | $7.3B | ||
| Q2 24 | $5.4B | $6.5B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $594.0M | $341.0M | ||
| Q3 25 | $875.0M | $1.7B | ||
| Q2 25 | $391.0M | $880.0M | ||
| Q1 25 | $908.0M | $1.3B | ||
| Q4 24 | $647.0M | $466.0M | ||
| Q3 24 | $707.0M | $1.5B | ||
| Q2 24 | $448.0M | $1.2B |
| Q1 26 | 21.9% | 24.0% | ||
| Q4 25 | 21.9% | 13.1% | ||
| Q3 25 | 22.4% | 33.2% | ||
| Q2 25 | 17.1% | 25.3% | ||
| Q1 25 | 22.9% | 25.9% | ||
| Q4 24 | 20.0% | 16.7% | ||
| Q3 24 | 19.4% | 32.6% | ||
| Q2 24 | 17.0% | 30.0% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 11.0% | 4.9% | ||
| Q3 25 | 13.0% | 21.9% | ||
| Q2 25 | 7.2% | 12.6% | ||
| Q1 25 | 13.5% | 16.3% | ||
| Q4 24 | 11.8% | 7.3% | ||
| Q3 24 | 11.5% | 21.1% | ||
| Q2 24 | 8.4% | 18.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.38 | ||
| Q3 25 | $0.86 | $1.54 | ||
| Q2 25 | $0.39 | $0.79 | ||
| Q1 25 | $0.90 | $1.21 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | $0.70 | $1.39 | ||
| Q2 24 | $0.45 | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $626.0M | — |
| Total DebtLower is stronger | $49.4B | — |
| Stockholders' EquityBook value | $28.8B | — |
| Total Assets | $116.6B | — |
| Debt / EquityLower = less leverage | 1.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $626.0M | — | ||
| Q4 25 | $626.0M | $1.6B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $724.0M | $1.3B | ||
| Q1 25 | $1.0B | $2.3B | ||
| Q4 24 | $357.0M | $1.1B | ||
| Q3 24 | $616.0M | $1.0B | ||
| Q2 24 | $934.0M | $1.2B |
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $65.6B | ||
| Q3 25 | — | $64.6B | ||
| Q2 25 | — | $63.0B | ||
| Q1 25 | — | $62.9B | ||
| Q4 24 | $44.7B | $58.8B | ||
| Q3 24 | — | $61.3B | ||
| Q2 24 | — | $59.9B |
| Q1 26 | $28.8B | — | ||
| Q4 25 | $28.8B | $36.0B | ||
| Q3 25 | $28.1B | $38.3B | ||
| Q2 25 | $27.6B | $37.3B | ||
| Q1 25 | $27.6B | $37.2B | ||
| Q4 24 | $26.9B | $33.2B | ||
| Q3 24 | $26.6B | $36.9B | ||
| Q2 24 | $26.2B | $36.1B |
| Q1 26 | $116.6B | — | ||
| Q4 25 | $116.6B | $155.7B | ||
| Q3 25 | $113.5B | $153.2B | ||
| Q2 25 | $111.1B | $148.9B | ||
| Q1 25 | $109.5B | $148.1B | ||
| Q4 24 | $107.8B | $145.2B | ||
| Q3 24 | $106.1B | $144.0B | ||
| Q2 24 | $105.1B | $141.9B |
| Q1 26 | 1.72× | — | ||
| Q4 25 | 1.72× | 1.82× | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | 1.66× | 1.77× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 1.66× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
