Sempra Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
8.5%projected annual EPS growth
Analyst Coverage
17analysts covering
FY Revenue (est.)
$13.7Bnext fiscal year
FY EPS (est.)
$5.10next fiscal year
Monitoring Framework
Key Performance Indicators
Adjusted Earnings Per Share (EPS) Quarterly1.5Target: $4.80 to $5.30 (FY 2026 Adjusted EPS Guidance)
Five-Year Capital Plan Deployment Annually3BTarget: $65 Billion (2026-2030 Capital Plan)
Watch Items
- Oncor Base Rate Settlement ImplementationTrigger: PUCT final order adoption and retroactive surcharge collection back to January 1, 2026Action: Monitor the accounting impacts of the base rate order starting in Q2 2026, tracking the 9.75% authorized ROE and 43.5% equity ratio.
- Sempra Infrastructure LNG Project ExecutionTrigger: Final Investment Decisions (FID) and construction milestones on major LNG export terminalsAction: Track project timing, construction cost overruns, and contract structures to ensure efficient translation of capital deployment into earnings growth.
Research as of 2 Sep 2026