Sempra outlines $13B energy infrastructure investment for 2025

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: May 08 2025

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Should l Buy SREA?

Source: SeekingAlpha

Earnings Performance and Guidance: Sempra reported Q1 2025 adjusted EPS of $1.44, an increase from the previous year, and reaffirmed its 2025 and 2026 EPS guidance while planning significant investments in energy infrastructure, particularly in Texas.
Regulatory Challenges and Strategic Focus: The company is addressing regulatory lag concerns in Texas and California while emphasizing portfolio realignment and asset sales to enhance financial performance and support growth initiatives.

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About SREA

Sempra is a North American energy infrastructure company. The Company's businesses invest in, develop and operate energy infrastructure, and provide electric and gas services to customers. The Company's segments include Sempra California, Sempra Texas Utilities and Sempra Infrastructure. The Sempra California segment provides natural gas and electric service to Southern California and part of central California through its subsidiaries, SDG&E and SoCalGas. The Sempra Texas Utilities segment holds its investment in Oncor Holdings, which owns over 80.25% interest in Oncor, a regulated electric transmission and distribution utility serving customers in the north-central, eastern, western and panhandle regions of Texas, and its indirect 50% interest in Sharyland Holdings, which owns Sharyland Utilities, a regulated electric transmission utility serving customers near the Texas-Mexico border. The Sempra Infrastructure segment develops, builds, operates and invests in energy infrastructure.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Sempra Reports Strong Q4 2025 Earnings and Capital Plans

4 days agoseekingalpha

Innovative Capital Plan: Sempra announced a record $65 billion capital plan for 2026-2030, representing a 17% increase over the previous plan, which is expected to drive an 11% CAGR over the next five years, showcasing the company's strong growth potential in the industry.
Strong Earnings Performance: In Q4 2025, Sempra reported GAAP earnings of $352 million or $0.54 per share, with full-year adjusted earnings reaching $3.066 billion or $4.69 per share, both at the high end of guidance, reflecting the company's competitive position and profitability in the market.
Strategic Asset Sale: Sempra announced the sale of a 45% stake in SI Partners for $10 billion, anticipated to close in Q2 or Q3 2026, which will provide additional funding support and further optimize its asset portfolio.
Optimistic Future Outlook: The company affirmed its 2026 adjusted EPS guidance of $4.80 to $5.30 and introduced 2027 EPS guidance for the first time, demonstrating management's confidence in future growth, particularly in its Texas operations.