Sempra(US:SRE)2025-11-05 17:00Financial Performance - Sempra reported Q3 2025 adjusted EPS of $1.11 and YTD 2025 adjusted EPS of $3.45[13, 31] - The company is affirming FY 2025 adjusted EPS guidance range of $4.30 - $4.70 and FY 2026 EPS guidance range of $4.80 - $5.30[13, 31] - Sempra is also affirming guidance at the high-end or above projected EPS CAGR of 7% - 9% for 2025 through 2029[13, 31] Strategic Initiatives - Sempra is investing $13 billion this year, prioritizing utility investments and improved returns[14] - The company has deployed approximately $9 billion in CapEx YTD[14] - A definitive equity sales agreement has been announced to unlock value in the LNG franchise, and FID has been reached for Port Arthur LNG Phase 2[14] - Sempra is targeting Ecogas sale close in mid-2026 to sell non-core assets in Mexico, simplifying the business and reducing portfolio risk[14] - The company is executing Fit for 2025 to reduce costs and improve productivity, including reducing full-time and contracted workforce and implementing new technologies[14] Business Updates - Sempra has signed a definitive sales agreement to sell a 45% stake in SI Partners for $10 billion[17] - Oncor invested $4.5 billion CapEx YTD, with Q3 premise count increasing by approximately 16,000 and building or upgrading approximately 660 circuit miles of T+D lines[19] - Oncor's 2026-2030 capital plan is expected to increase by over 30%, driven by transmission expansion plans[19, 20, 31]