SRE · Sempra
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Sempra reported strong Q2 results, with adjusted EPS of $1.16 versus $0.89 a year earlier, and affirmed 2026 adjusted EPS guidance of $4.80–$5.30. The company is advancing a record $65 billion capital plan and major Texas transmission opportunities, while Batch Zero, ECA LNG Phase 1, 765 kV approvals and California wildfire legislation remain execution and regulatory uncertainties.
- + Q2 adjusted EPS increased to $1.16 from $0.89 year over year.
- + Sempra affirmed 2026 adjusted EPS guidance of $4.80 to $5.30.
- + The company is executing a record $65 billion capital plan, with 95% allocated to Texas and California utilities.
- + ERCOT endorsed more than $7 billion of high-voltage transmission projects supporting approximately 16 GW of new demand.
- + Oncor's base rates became effective June 1 and the approved surcharge took effect August 1.
- + The SI Partners sale and Ecogas sale remain on track for Q3 2026 and August, respectively.
- − ECA LNG Phase 1 is now expected to reach substantial completion in Q4 2026, with sales commencing shortly thereafter.
- − The Batch Zero timeline remains uncertain and ERCOT is seeking approval for a good-cause exception related to its timeline and process.
- − The 765 kV transmission approval process could change timelines, with proposed orders awaiting PUCT action.
- − California wildfire legislation remains uncertain because specific bill language has not yet been available for evaluation.
- − Moody's Baa2 rating carries a negative outlook, with an outlook change not expected before early next year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital deployed non-GAAP | 6.1B | Six months ended June 30, 2026 | — |
| Capital expenditures for PP&E and investments – GAAP | 6.2B | Six months ended June 30, 2026 | — |
| Ecogas natural gas customer meters | 173K | Six months ended June 30, 2026 | — |
| Oncor total deliveries | 84.78B | Six months ended June 30, 2026 | — |
| Oncor total electric customer meters | 4.14M | Six months ended June 30, 2026 | — |
| Sempra Adjusted Earnings non-GAAP | $1.75B | Six months ended June 30, 2026 | — |
| Sempra Adjusted EPS non-GAAP | $2.67 | Six months ended June 30, 2026 | — |
| Sempra California electric total deliveries | 7.88B | Six months ended June 30, 2026 | — |
| Sempra California gas total deliveries | 374 | Six months ended June 30, 2026 | — |
| Total electric customer meters | 1.55M | Six months ended June 30, 2026 | — |
| Total gas customer meters | 7.15M | Six months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Utilities - Diversified — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SRE
this stock
Sempra
|
$50.94B | -11.7% | +3.9% | 26.5 | 1.7% |
|
EONGY
E.On SE
|
$51.24B | +1.0% | — | — | 0.0% |
|
EDPFY
Edp Energias De Portugal SA
|
$22.91B | +19.2% | — | — | 0.0% |
|
BIPH
Brookfield Infrastructure Partners L.P.
|
$17.77B | -6.1% | — | — | 0.0% |
|
AES
Aes Corp
|
$10.61B | +3.9% | -0.4% | 5.7 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SRE | -1.3% | -7.5% | -21.8% | -4.6% | -11.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.7% | -7.6% | -34.0% | -4.0% | -23.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.