SRE's Q4 results may benefit from new interim rates and steady customer growth, but mild weather and higher costs are likely to have pressured the bottom line.
Sempra (SRE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Sempra (SRE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
SRE ramps up LNG, grid and renewable investments to boost reliability and efficiency, even as wildfire risks remain a key challenge.
Sempra remains a Buy, offering strong, predictable income and robust long-term growth potential despite the current macro uncertainty. SRE's $10B infrastructure stake sale enhances financial flexibility, supporting their investment plans, and being expected to drive EPS accretion from 2027. Guidance remains solid, with 2025-2026 EPS targets reaffirmed and a manageable 2.8% dividend yield on top, supported by a conservative payout ratio.
Sempra is a 'Buy' for income and total returns, driven by electrification, AI data center demand, and LNG export growth. SRE reported strong adjusted EPS growth in Q3 2025, with robust contributions from regulated utilities and infrastructure segments. Management guides for 12% adjusted EPS growth in 2026, supported by $13B capital deployment and a $10B asset sale to fund expansion.
SRE boosts investment in transmission, LNG export build-outs and renewables as electricity demand rises, but wildfire risks remains a challenge.
Sempra ( SRE ) Q3 2025 Earnings Call November 5, 2025 12:00 PM EST Company Participants Louise Bick - Vice President of Investor Relations Jeffery Martin - Chairman, President & CEO Karen Sedgwick - Executive VP & CFO E. Nye - CEO & Director Caroline Winn - Executive Vice President Conference Call Participants Nicholas Campanella - Barclays Bank PLC, Research Division Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division David Arcaro - Morgan Stanley, Research Division Carly Davenport - Goldman Sachs Group, Inc., Research Division Sophie Karp - KeyBanc Capital Markets Inc., Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Presentation Operator Good day, and welcome to Sempra's Third Quarter Earnings Call.
SRE beats on Q3 earnings with a 24.7% rise in adjusted EPS, reaffirming its full-year outlook.
Sempra (SRE) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.89 per share a year ago.
Sempra (SRE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Sempra (SRE) remains a Buy, driven by strategic asset sales, utility growth focus, and robust financial guidance through 2029. SRE's $10B sale of a 45% Sempra Infrastructure stake strengthens the balance sheet, eliminates equity needs, and boosts projected EPS from 2027. Major LNG agreements, utility investments, and macro tailwinds like AI/EV demand support SRE's long-term growth, despite regulatory and geopolitical risks.