Sempra: EPS $1.40 vs $1.22 expected; revenue $3.19B vs $3.31B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.40 | 1.22 | +14.8% | 1.11 |
| Revenue (USD bn) | 3.19 | 3.31 | −3.7% | 3.18 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 5, 2026 | Q3 FY2026 | 1.40 | 1.220 | +14.8% | 3.19 | 3.31 | −3.7% |
| Aug 6, 2026 | Q2 FY2026 | 1.16 | 1.010 | +14.9% | 3.00 | 3.14 | −4.5% |
| May 7, 2026 | Q1 FY2026 | 1.51 | 1.510 | 0.0% | 3.66 | 4.10 | −10.9% |
| Feb 26, 2026 | Q4 FY2025 | 1.28 | 1.240 | +3.2% | 3.75 | 4.05 | −7.4% |
| Nov 5, 2025 | Q3 FY2025 | 1.11 | 0.911 | +21.8% | 3.18 | 2.93 | +8.5% |
| Aug 7, 2025 | Q2 FY2025 | 0.89 | 0.846 | +5.2% | 3.00 | 3.10 | −3.1% |
| May 8, 2025 | Q1 FY2025 | 1.44 | 1.320 | +9.1% | 3.80 | 3.92 | −2.9% |
| Feb 25, 2025 | Q4 FY2024 | 1.50 | 1.470 | +2.0% | 3.76 | 4.36 | −13.8% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Sempra results: EPS $1.40 vs $1.22 expected; revenue $3.19B vs $3.31B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 14.8%; revenue below the estimate by 3.7%.
Revenue was up 0.2% from $3.18 billion a year earlier (Q3 FY2025). EPS was up 26.1% from $1.11 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
Sempra operates energy utilities and electricity and natural gas networks, making energy delivery, transmission and customer service central to interpreting its results. Its activities combine electricity and natural gas service in California with regulated electricity transmission and distribution in Texas.
Its natural gas operations encompass distribution, transmission and storage, while its electricity networks connect customers with generation facilities. Assessing the business therefore centers on operating and maintaining this infrastructure, while distinguishing the characteristics of its gas and electricity operations.
What to watch on the earnings call: Electricity and natural gas demand, network operating and maintenance costs, infrastructure spending, and management’s discussion of California utility operations and electricity transmission and distribution in Texas.
For the full analysis of Sempra stock — valuation, scores and financial statements — see the stock page linked with this story.
Latest Updates · 1
- Notable·
Update: Sempra updated its 2026 adjusted EPS guidance to the high end of its range on November 5, 2026. The company also announced an expected 20% increase to the base capital plan for its Oncor subsidiary, signaling a significant expansion in infrastructure spending.