earnings
confidence high
sentiment positive
materiality 0.75
Sempra Q3 adjusted EPS $1.11 beats $0.89; GAAP EPS $0.12 on $514M tax items
SEMPRA
2025-Q3 EPS
reported $2.21
vs consensus $0.92
▲ beat
(+139.9%)
- GAAP EPS $0.12 vs $1.00; adjusted EPS $1.11 vs $0.89 in Q3 2024.
- Revenue $3.15B, up 13.5% YoY; Sempra California earnings $370M, Texas Utilities $306M.
- Sempra Infrastructure GAAP loss $580M vs profit $230M, driven by $514M tax items on assets held for sale.
- Advances 45% equity sale at Sempra Infrastructure Partners; expects >30% increase in Oncor's 5-year capital plan.
item 2.02item 9.01