Analysts anticipate Sempra Energy to report Q1 2026 revenue of $4.12 billion and EPS of $1.48, with the current stock price of $94.67 trading at a discount to the consensus target of $102.67.
Investors are primarily focused on the execution of the company’s massive $65 billion five-year capital roadmap and updates regarding its liquefied natural gas (LNG) export projects.
Recent developments include the mechanical completion of the Energía Costa Azul (ECA) LNG Phase 1 project, which is slated for full operation by mid-2026. Furthermore, management is expected to provide commentary on surging electricity demand from AI data centers, particularly within its Oncor subsidiary in Texas.