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Dec 31, 2025
Sempra Q4 2025 Earnings Report
Sempra reported lower GAAP earnings in the fourth quarter compared to the prior year, while adjusted earnings remained solid.
Key Takeaways
For Q4 2025, Sempra generated total revenues of 3749000000 and GAAP net income attributable to common shares of 352000000, or 0.54 per diluted share. Adjusted earnings were 841000000, or 1.28 per diluted share, compared to 960000000 in Q4 2024.
GAAP earnings attributable to common shares were 352000000 with diluted EPS of 0.54.
Adjusted earnings were 841000000, or 1.28 per diluted share.
Total revenues were 3749000000 for the quarter.
Capital expenditures for property, plant and equipment totaled 3411000000 in Q4.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sempra affirmed its 2026 adjusted EPS guidance range of 4.80 to 5.30 and introduced a 2027 EPS guidance range of 5.10 to 5.70, along with a 2030 outlook range of 6.70 to 7.50.
Positive Outlook
- Affirmed 2026 adjusted EPS guidance range of 4.80 to 5.30.
- Introduced 2027 EPS guidance range of 5.10 to 5.70.
- Issued 2030 EPS outlook range of 6.70 to 7.50.
- Raised five-year capital plan to 65000000000.
- Targeting 11% rate base CAGR with approximately 95% regulated earnings mix.
Challenges Ahead
- GAAP earnings declined year-over-year in Q4.
- Regulatory disallowances impacted quarterly results.
- Exposure to foreign currency and inflation impacts in Mexico.
- Net unrealized derivative losses affected reported results.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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