Sempra reported fourth-quarter 2025 revenue and adjusted earnings that exceeded analyst expectations. For the full-year 2025, the company reported adjusted EPS of $4.69, compared to $4.65 in 2024, and affirmed its guidance for 2026 while initiating new outlooks for 2027 and 2030.
Key Highlights
- The company introduced a record five-year (2026-2030) capital plan of approximately $65 billion, a notable increase from the prior 2025-2029 plan of $56 billion, with over 95% directed towards regulated utility investments in Texas and California.
- Management affirmed its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30 and initiated a 2027 EPS guidance range of $5.10 to $5.70.
- The Sempra Infrastructure segment reported earnings of $202 million for the quarter, missing analyst expectations of $212 million.
- The annualized common stock dividend was increased to $2.63 per share from $2.58 per share.