Sempra Affirms 7%-9% Projected Long-Term EPS Growth Rate
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
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Should l Buy SRE?
Sempra is also affirming a 7%-9% projected long-term EPS growth rate.
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Analyst Views on SRE
Wall Street analysts forecast SRE stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 91.530
Low
89.00
Averages
100.58
High
115.00
Current: 91.530
Low
89.00
Averages
100.58
High
115.00
About SRE
Sempra is a North American energy infrastructure company. The Company's businesses invest in, develop and operate energy infrastructure, and provide electric and gas services to customers. Its segments include Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The Sempra California segment provides natural gas and electric service to Southern California and part of central California through its subsidiaries, SDG&E and SoCalGas. The Sempra Texas Utilities segment holds its investment in Oncor Holdings, which owns an over 80.25% interest in Oncor, a regulated electric transmission and distribution utility serving customers in the north-central, eastern, western and panhandle regions of Texas, and its indirect 50% interest in Sharyland Holdings, which owns Sharyland Utilities, a regulated electric transmission utility serving customers near the Texas-Mexico border. The Sempra Infrastructure segment develops, builds, operates and invests in energy infrastructure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sempra Reports Q1 2026 Earnings and Guidance Update
- Earnings Performance: Sempra's Q1 Non-GAAP EPS of $1.51 aligns with expectations, yet the revenue of $3.66 billion, down 3.7% year-over-year, misses by $460 million, indicating signs of weakened market demand.
- Guidance Update: The company updates its 2026 GAAP EPS guidance range to $4.87 to $5.37, reflecting actual results from Q1, while affirming its adjusted EPS guidance of $4.80 to $5.30, below the consensus of $5.11, highlighting uncertainty in future earnings.
- Long-term Growth Outlook: Sempra confirms its 2027 EPS guidance range of $5.10 to $5.70, which is below the consensus of $5.53, indicating a cautious outlook on future profitability, while projecting a long-term EPS growth rate of 7% to 9%.
- Market Reaction: Despite a solid growth story in the utility sector, the downgrade in ratings may impact investor confidence, particularly against the backdrop of surging global electricity demand driven by EVs and data centers.
See More
Sempra Set to Exceed Q1 Earnings Expectations
- Earnings Announcement: Sempra (SRE) is set to release its Q1 2023 earnings on May 7 before market open, with consensus EPS estimates at $1.51, reflecting a 4.9% year-over-year increase, and revenue expected to reach $4.12 billion, up 8.4% year-over-year.
- Historical Performance Review: Over the past two years, Sempra has surpassed EPS estimates 63% of the time, while revenue estimates have only been exceeded 25% of the time, indicating some volatility in its performance.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and four downward adjustments, while revenue estimates experienced one upward revision and three downward adjustments, showcasing mixed market sentiment regarding the company's future performance.
- Industry Context Analysis: With the surge in global electricity demand driven by electric vehicles and data centers, Sempra, as a utility company, demonstrates stable growth potential in the current market environment, despite a recent rating downgrade, it remains viewed as a fair-priced investment option.
See More
Oncor Electric to Release Q1 2026 Results Ahead of Sempra's Call
- Earnings Release Schedule: Oncor Electric plans to release its Q1 2026 results on May 7, prior to Sempra's earnings call, ensuring timely access to critical information for investors.
- Conference Call Details: Sempra executives will host a call at 12 p.m. ET on May 7 to discuss Oncor's financial and operational results, enhancing transparency and attracting investor interest.
- Live Webcast Availability: Investors, media, and the public can register on Sempra's investor section to listen to the live webcast of the call, ensuring real-time access to Oncor's latest developments.
- Quarterly Report Filing: Oncor will file its 10-Q report for the period ending March 31, 2026, with the SEC after Sempra's call, further enhancing the company's compliance and transparency in information disclosure.
See More
Sempra to Release Q1 2026 Earnings on May 7
- Earnings Release Schedule: Sempra plans to announce its Q1 2026 earnings results on May 7 at 8 a.m. ET, showcasing the company's latest performance and developments in the energy sector.
- Conference Call Details: Senior leaders will host a conference call at 12 p.m. ET on the same day, providing a slide presentation aimed at offering investors and analysts a detailed interpretation of the earnings report and future outlook.
- Investor Participation: Investors, analysts, and others can register to listen to the live webcast and view related materials by visiting Sempra's Investors site, enhancing transparency and information sharing.
- Company Mission and Achievements: Sempra is committed to building America's leading utility growth business, playing a crucial role in power supply and energy resilience in California and Texas, two of the largest economies in the U.S.
See More
Sempra to Release Q1 2026 Earnings on May 7
- Earnings Release Schedule: Sempra plans to release its Q1 2026 earnings results on May 7, 2026, at 8 a.m. ET, highlighting the company's financial performance and future outlook in the energy sector.
- Conference Call Details: Senior leaders will host a conference call at 12 p.m. ET on the same day, providing a slide presentation aimed at sharing key financial data and strategic direction with investors and analysts.
- Investor Registration Information: Investors, analysts, and others can register to listen to the live webcast by visiting Sempra's Investors site, ensuring they stay updated on the company's latest developments.
- Company Mission and Vision: Sempra is committed to building America's leading utility growth business, playing a crucial role in electrifying and enhancing energy resilience in California and Texas, the two largest economies in the U.S.
See More
Oncor Electric to Release Q1 2026 Results Ahead of Sempra's Call
- Earnings Release Schedule: Oncor Electric Delivery Company plans to release its Q1 2026 financial results on May 7, prior to Sempra's earnings call, ensuring timely access to critical information for investors.
- Conference Call Details: Sempra executives will host a conference call at 12 p.m. ET on May 7 to discuss Oncor's Q1 operational and financial results, enhancing transparency and fostering investor communication.
- Live Webcast Availability: Investors, media, and the public can register on Sempra's investor section to listen to the live webcast of the conference call, ensuring broad participation and information dissemination.
- Regulatory Compliance: Oncor will file its 10-Q quarterly report for the period ending March 31, 2026, with the U.S. Securities and Exchange Commission after Sempra's call, further enhancing its compliance and transparency in information disclosure.
See More
Sempra Reports Q1 2026 Earnings and Guidance Update
- Earnings Performance: Sempra's Q1 Non-GAAP EPS of $1.51 aligns with expectations, yet the revenue of $3.66 billion, down 3.7% year-over-year, misses by $460 million, indicating signs of weakened market demand.
- Guidance Update: The company updates its 2026 GAAP EPS guidance range to $4.87 to $5.37, reflecting actual results from Q1, while affirming its adjusted EPS guidance of $4.80 to $5.30, below the consensus of $5.11, highlighting uncertainty in future earnings.
- Long-term Growth Outlook: Sempra confirms its 2027 EPS guidance range of $5.10 to $5.70, which is below the consensus of $5.53, indicating a cautious outlook on future profitability, while projecting a long-term EPS growth rate of 7% to 9%.
- Market Reaction: Despite a solid growth story in the utility sector, the downgrade in ratings may impact investor confidence, particularly against the backdrop of surging global electricity demand driven by EVs and data centers.
See More
Sempra Set to Exceed Q1 Earnings Expectations
- Earnings Announcement: Sempra (SRE) is set to release its Q1 2023 earnings on May 7 before market open, with consensus EPS estimates at $1.51, reflecting a 4.9% year-over-year increase, and revenue expected to reach $4.12 billion, up 8.4% year-over-year.
- Historical Performance Review: Over the past two years, Sempra has surpassed EPS estimates 63% of the time, while revenue estimates have only been exceeded 25% of the time, indicating some volatility in its performance.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and four downward adjustments, while revenue estimates experienced one upward revision and three downward adjustments, showcasing mixed market sentiment regarding the company's future performance.
- Industry Context Analysis: With the surge in global electricity demand driven by electric vehicles and data centers, Sempra, as a utility company, demonstrates stable growth potential in the current market environment, despite a recent rating downgrade, it remains viewed as a fair-priced investment option.
See More
Oncor Electric to Release Q1 2026 Results Ahead of Sempra's Call
- Earnings Release Schedule: Oncor Electric plans to release its Q1 2026 results on May 7, prior to Sempra's earnings call, ensuring timely access to critical information for investors.
- Conference Call Details: Sempra executives will host a call at 12 p.m. ET on May 7 to discuss Oncor's financial and operational results, enhancing transparency and attracting investor interest.
- Live Webcast Availability: Investors, media, and the public can register on Sempra's investor section to listen to the live webcast of the call, ensuring real-time access to Oncor's latest developments.
- Quarterly Report Filing: Oncor will file its 10-Q report for the period ending March 31, 2026, with the SEC after Sempra's call, further enhancing the company's compliance and transparency in information disclosure.
See More
Sempra to Release Q1 2026 Earnings on May 7
- Earnings Release Schedule: Sempra plans to announce its Q1 2026 earnings results on May 7 at 8 a.m. ET, showcasing the company's latest performance and developments in the energy sector.
- Conference Call Details: Senior leaders will host a conference call at 12 p.m. ET on the same day, providing a slide presentation aimed at offering investors and analysts a detailed interpretation of the earnings report and future outlook.
- Investor Participation: Investors, analysts, and others can register to listen to the live webcast and view related materials by visiting Sempra's Investors site, enhancing transparency and information sharing.
- Company Mission and Achievements: Sempra is committed to building America's leading utility growth business, playing a crucial role in power supply and energy resilience in California and Texas, two of the largest economies in the U.S.
See More
Sempra to Release Q1 2026 Earnings on May 7
- Earnings Release Schedule: Sempra plans to release its Q1 2026 earnings results on May 7, 2026, at 8 a.m. ET, highlighting the company's financial performance and future outlook in the energy sector.
- Conference Call Details: Senior leaders will host a conference call at 12 p.m. ET on the same day, providing a slide presentation aimed at sharing key financial data and strategic direction with investors and analysts.
- Investor Registration Information: Investors, analysts, and others can register to listen to the live webcast by visiting Sempra's Investors site, ensuring they stay updated on the company's latest developments.
- Company Mission and Vision: Sempra is committed to building America's leading utility growth business, playing a crucial role in electrifying and enhancing energy resilience in California and Texas, the two largest economies in the U.S.
See More
Oncor Electric to Release Q1 2026 Results Ahead of Sempra's Call
- Earnings Release Schedule: Oncor Electric Delivery Company plans to release its Q1 2026 financial results on May 7, prior to Sempra's earnings call, ensuring timely access to critical information for investors.
- Conference Call Details: Sempra executives will host a conference call at 12 p.m. ET on May 7 to discuss Oncor's Q1 operational and financial results, enhancing transparency and fostering investor communication.
- Live Webcast Availability: Investors, media, and the public can register on Sempra's investor section to listen to the live webcast of the conference call, ensuring broad participation and information dissemination.
- Regulatory Compliance: Oncor will file its 10-Q quarterly report for the period ending March 31, 2026, with the U.S. Securities and Exchange Commission after Sempra's call, further enhancing its compliance and transparency in information disclosure.
See More
