The earnings call reflected a balanced outlook with notable progress in capital investments, infrastructure development, and legislative support, contrasted by lower GAAP earnings and ongoing regulatory challenges. The company's initiatives to enhance customer affordability and infrastructure growth are positive, yet there are concerns about earnings performance and regulatory pressures.

Company Guidance

During Sempra's Second Quarter 2025 Earnings Call, the company provided several key metrics and updates. Sempra reported an adjusted EPS of $0.89 for the second quarter, maintaining the same level as the previous period. The company affirmed its full-year 2025 adjusted EPS guidance range of $4.30 to $4.70 and its 2026 EPS guidance of $4.80 to $5.30. Sempra is targeting an investment of approximately $13 billion in 2025, with over $10 billion allocated to U.S. utilities. The company has already deployed more than $5 billion in capital. Sempra is progressing with its capital recycling initiatives, including a potential equity sale within or above the 15% to 30% range in negotiations with KKR. Additionally, Sempra highlighted the improvement in Oncor's earned ROE by 50 to 100 basis points over time due to the new Unified Tracker Mechanism in Texas. The company's commitment to enhancing customer affordability and operational efficiency was also emphasized, with SDG&E achieving significant milestones in wildfire mitigation and cost reduction strategies.

Steady Financial Performance

Sempra reported second quarter 2025 adjusted EPS of $0.89, in line with the prior period's results, and affirmed full year 2025 adjusted EPS guidance range of $4.30 to $4.70.

Capital Investment and Growth

Sempra's capital plan targets $13 billion in investments, with $10 billion allocated to U.S. utilities. Over $5 billion has been deployed in the first half of the year.

Oncor's Growth and Legislative Support

Oncor continues to execute on its $36 billion 5-year capital plan, supported by the passage of HB5247 in Texas, which helps reduce regulatory investment lag and improve the return on equity.

Sempra Infrastructure Achievements

Cameron LNG Phase 1 exported its 1,000th LNG cargo; ECA LNG Phase 1 is 94% complete, with commercial operations expected in 2026.

Customer Affordability Initiatives

SDG&E is working to save approximately $300 million by phasing out non-beneficial regulatory programs and passing $200 million of federal tax credits to customers.

Sempra Energy (SRE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SRE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	0.89 / -	0.89	―	―	―
Aug 07, 2025	2025 (Q2)	0.85 / 0.89	0.89	0.00% (0.00)
May 08, 2025	2025 (Q1)	1.32 / 1.44	1.34	7.46% (+0.10)
Feb 25, 2025	2024 (Q4)	1.60 / 1.50	1.13	32.74% (+0.37)
Nov 06, 2024	2024 (Q3)	1.05 / 0.89	1.08	-17.59% (-0.19)
Aug 06, 2024	2024 (Q2)	0.94 / 0.89	0.94	-5.32% (-0.05)
May 07, 2024	2024 (Q1)	1.33 / 1.34	1.46	-8.22% (-0.12)
Feb 27, 2024	2023 (Q4)	1.11 / 1.13	1.175	-3.83% (-0.05)
Nov 03, 2023	2023 (Q3)	1.01 / 1.08	0.985	9.64% (+0.10)
Aug 03, 2023	2023 (Q2)	0.87 / 0.94	0.99	-5.05% (-0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SRE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$81.15	$82.59	+1.77%
May 08, 2025	$75.21	$75.12	-0.12%
Feb 25, 2025	$85.65	$69.40	-18.97%
Nov 06, 2024	$80.26	$86.12	+7.30%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Sempra Energy (SRE) report earnings?

Sempra Energy (SRE) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).

What is Sempra Energy (SRE) earnings time?

Sempra Energy (SRE) earnings time is at Oct 31, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SRE EPS forecast?

SRE EPS forecast for the fiscal quarter 2025 (Q3) is 0.89.

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