SRE
Sempra·NYSE
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SRE fundamentals
Sempra (SRE) released its earnings on Feb 26, 2026: revenue was 3.75B (YoY -0.24%), missed estimates; EPS was 1.28 (YoY -14.67%), beat estimates.
Revenue / YoY
3.75B
-0.24%
EPS / YoY
1.28
-14.67%
Report date
Feb 26, 2026
SRE Earnings Call Summary for Q4,2025
- Record Growth: 2025 adjusted EPS $4.69, meeting high end of guidance.
- $65B Capital Plan: 11% CAGR rate base (Texas: 18%, California: 3%).
- LNG Sale: $10B from SI Partners stake, $22B implied equity value.
- Texas Dominance: 37% market share,70% CapEx in transmission.
- 2030 Outlook: EPS $6.70-$7.50 (7%-9% CAGR).
- No Equity Issuance: Funded by operational cash, $2.2B post-2030.
- Balance Sheet: 50-150bps FFO/debt cushion post-SI transaction.
- Data Center Pipeline: 273GW (255GW data centers) with $3.5B collateral.
- Regulatory Certainty: Texas rate case settlement Q2 2026, no new filings until 2030.
EPS
Actual | 1.54 | 0.825 | 0.655 | 0.95 | 1.475 | 0.815 | 0.85 | 1.08 | 1.455 | 0.99 | 0.985 | 1.175 | 1.46 | 0.94 | 1.08 | 1.13 | 1.34 | 0.89 | 0.89 | 1.5 | 1.44 | 0.89 | 1.11 | 1.28 | ||||||||||||||||
Forecast | 1.1283 | 0.7858 | 0.7597 | 0.7918 | 1.3052 | 0.7945 | 0.8497 | 1.0007 | 1.3985 | 0.8879 | 0.8937 | 1.0237 | 1.3829 | 0.871 | 1.0085 | 1.1149 | 1.3336 | 0.9345 | 1.0525 | 1.6018 | 1.3194 | 0.846 | 0.9107 | 1.2442 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +36.49% | +4.99% | -13.78% | +19.98% | +13.01% | +2.58% | +0.04% | +7.92% | +4.04% | +11.50% | +10.22% | +14.78% | +5.58% | +7.92% | +7.09% | +1.35% | +0.48% | -4.76% | -15.44% | -6.36% | +9.14% | +5.20% | +21.88% | +2.88% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.03B | 2.53B | 2.64B | 3.17B | 3.26B | 2.74B | 3.01B | 3.84B | 3.82B | 3.55B | 3.62B | 3.46B | 6.56B | 3.33B | 3.33B | 3.49B | 3.64B | 3.01B | 2.78B | 3.76B | 3.80B | 3.00B | 3.15B | 3.75B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.15B | 2.50B | 2.65B | 3.21B | 3.35B | 2.53B | 2.82B | 3.55B | 3.39B | 3.00B | 3.36B | 3.79B | 3.95B | 3.54B | 3.66B | 4.01B | 5.58B | 3.46B | 3.54B | 4.36B | 3.92B | 3.10B | 2.93B | 3.99B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.93% | +1.04% | -0.31% | -1.21% | -2.60% | +8.14% | +6.75% | +8.23% | +12.67% | +18.35% | +7.51% | -8.73% | +66.19% | -5.74% | -8.99% | -13.05% | -34.73% | -12.86% | -21.58% | -13.81% | -2.94% | -3.12% | +7.39% | -5.98% |
Earnings Call
You can ask Aime
What does Sempra do and what are its main business segments?What is Sempra's latest dividend and current dividend yield?What is Sempra's gross profit margin?What were the key takeaways from Sempra's earnings call?What is the market's earnings forecast for Sempra next quarter?What were the key takeaways from Sempra’s earnings call?Did Sempra beat or miss consensus estimates last quarter?What factors drove the changes in Sempra's revenue and profit?
