SEMPRA — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Sempra reported Q2 2026 GAAP EPS of $1.21 vs. $0.71 YoY; adjusted EPS $1.16 vs. $0.89. Six-month GAAP EPS $2.80 vs. $2.09; adjusted $2.67 vs. $2.34. Company affirmed full-year 2026 adjusted EPS guidance of $4.80–$5.30 and updated GAAP guidance to $5.02–$5.55. Sempra deployed $6.1B in capital H1 2026 and reaffirmed its five-year 2026–2030 capital plan of ~$65B (95% to Texas/California utilities). Key developments: Oncor's new base rates effective June 1; 44 GW of large-load interconnection requests in Oncor's territory; sale of 45% stake in Sempra Infrastructure Partners to KKR on track for Q3 2026; Ecogas Mexico sale expected to close August 2026.
Why this rating
Earnings beat modest relative to $49.4B market cap; guidance reaffirm routine. Strategic deals (KKR, Ecogas) are capital recycling, not transformational. Texas growth material long-term but execution risk remains.
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