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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Sempra (SRE) is 5/10.
Q1 adjusted EPS of $1.51 grew 5% year-over-year on $3 billion of investment capital deployed, though revenue declined 3.8% as the quarter's mix shifted. Sempra affirmed all guidance including 2026 EPS of $4.80-$5.30 and 2027 EPS of $5.10-$5.70. The Oncor rate case and UTM approval strengthened Texas returns while the data center load queue surged to 127 gigawatts, ECA LNG Phase 1 neared first production, and California wildfire legislation gained momentum.
Scored from Sempra’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.75B | +11.8% | $1.04 | -10.8% | 28.4% | 18.0% | $-1.08B |
| FY2025 Q1 | $3.80B | +6.7% | $1.39 | +10.0% | 25.5% | 24.1% | $-854M |
| FY2025 Q2 | $3.00B | +1.1% | $0.71 | -36.6% | 19.5% | 15.8% | $-1.52B |
| FY2025 Q3 | $3.18B | +18.9% | $0.12 | -88.0% | 19.7% | 3.0% | $-1.45B |
| FY2025 Q4 | $3.77B | +0.3% | $0.54 | -47.9% | 29.3% | 9.3% | $-2.22B |
| FY2026 Q1 | $3.65B | -3.8% | $1.58 | +13.9% | 29.8% | 28.4% | $-652M |
| FY2026 Q2 | $3.00B | -0.1% | $1.22 | +71.8% | 27.8% | 26.6% | $-1.57B |