Sempra(US:SRE) ZACKS·2025-11-05 16:56Core Insights - Sempra Energy reported third-quarter 2025 adjusted earnings per share (EPS) of $1.11, exceeding the Zacks Consensus Estimate of 93 cents by 19.4%, and reflecting a 24.7% increase from the previous year's figure of 89 cents [1][6] - Total revenues for the quarter were $3.15 billion, falling short of the Zacks Consensus Estimate of $3.22 billion by 2.2%, but representing a 13.3% increase from $2.78 billion in the same quarter last year [2][6] Segmental Performance - Sempra California reported quarterly earnings of $370 million, up from $247 million in the year-ago quarter [3] - Sempra Texas Utilities saw earnings rise to $306 million from $261 million in the previous year [3] - Sempra Infrastructure experienced a loss of $580 million, compared to earnings of $230 million in the year-ago quarter [3] - The Parent and Other segment reported a loss of $19 million, an improvement from the prior year's loss of $100 million [3] Financial Position - As of September 30, 2025, cash and cash equivalents totaled $0.005 billion, a significant decrease from $1.57 billion as of December 31, 2024 [4] - Long-term debt and finance leases amounted to $28.98 billion, down from $31.56 billion as of December 31, 2024 [4] - Cash flow from operating activities for the first nine months of 2025 was $3.38 billion, compared to $3.54 billion in the same period last year [4] Guidance and Outlook - Sempra Energy reaffirmed its 2025 adjusted EPS guidance in the range of $4.30-$4.70, with the Zacks Consensus Estimate for 2025 earnings at $4.53 per share [5][6] - The company also expects its 2026 earnings to be in the range of $4.80-$5.30 per share, with the Zacks Consensus Estimate for 2026 earnings at $5.15 per share [5] - The long-term EPS growth rate is projected to be at the high end or above the earlier projected band of 7-9% through 2029 [7]