Sempra Energy is expected to report Q4 2025 consensus revenue of $3.64 billion and EPS of $1.13, with the stock trading at $93.97 relative to a $100.50 analyst price target.
The primary narrative for this report is the update to Sempra's five-year financial plan, specifically focusing on capital allocation for its $48 billion infrastructure program. Investors are closely monitoring the construction progress of the Port Arthur LNG facility and the regulatory climate in California affecting San Diego Gas & Electric.
Management’s ability to maintain a 7-9% long-term earnings growth rate despite higher interest costs and weather-related demand shifts remains a central point of analyst scrutiny.