Sempra

SRE

Market cap $62.1B

Sempra (SRE) Q4 2025 Earnings Call Transcript

Sempra (SRE) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $1.5 per share a year ago.

SRE tops Q4 EPS estimates but posts lower profits and tighter cash levels, even as it raises long-term earnings outlook through 2030.

Energy infrastructure company Sempra raised its five-year capital plan by 16% and beat Wall Street estimates for fourth-quarter adjusted profit on Thursday, helped by higher power demand and investments in grid modernization.

DALLAS, Feb. 26, 2026 /PRNewswire/ -- Oncor Electric Delivery Company LLC ("Oncor") today reported net income of $1.07 billion for the twelve months ended December 31, 2025 compared to net income of $968 million in the twelve months ended December 31, 2024. The increase in net income of $102 million was driven by overall higher net revenues primarily attributable to an increase in other regulated revenues recognized related to  the establishment of the Unified Tracker Mechanism ("UTM"), updated interim rates to reflect increases in invested capital, customer growth, and higher annual energy efficiency program performance bonus revenues, partially offset by higher interest expense and depreciation expense associated with increases in invested capital, and higher operation and maintenance expense.

Posts Strong 2025 Financial Results Announces 2026 Value Creation Initiatives Raises Five-Year Capital Plan to $65B Issues Robust 2030 EPS Outlook SAN DIEGO, Feb. 26, 2026 /PRNewswire/ -- Sempra (NYSE: SRE) today reported full-year 2025 earnings, prepared in accordance with Generally Accepted Accounting Principles (GAAP), of $1.80 billion or $2.75 per diluted share, compared to full-year 2024 GAAP earnings of $2.82 billion or $4.42 per diluted share. On an adjusted basis, the company's full-year 2025 earnings were $3.07 billion or $4.69 per diluted share, compared to $2.97 billion or $4.65 per diluted share in 2024.

SRE's Q4 results may benefit from new interim rates and steady customer growth, but mild weather and higher costs are likely to have pressured the bottom line.

Sempra (SRE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

DALLAS, Feb. 10, 2026 /PRNewswire/ -- Oncor Electric Delivery Company LLC ("Oncor") plans to release its fourth quarter and year end 2025 results on February 26, prior to Sempra's (NYSE: SRE) fourth quarter and year end 2025 results conference call. Oncor's earnings release will be available on Oncor's website, oncor.com.

SAN DIEGO, Feb. 9, 2026 /PRNewswire/ -- Sempra (NYSE: SRE) plans to release its fourth-quarter and full-year 2025 earnings results by 8 a.m. ET on Thursday, February 26.