Sempra Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Sempra ha aumentado sus beneficios a una tasa media anual de 9.5%, mientras que los beneficios de la industria de Integrated Utilities han experimentado un crecimiento de 7.5% anual. Los ingresos han ido creciendo a una tasa media de 1.1% al año. La rentabilidad financiera de Sempra es de 5.4%, y sus márgenes netos son de 14.2%.
Información clave
9.48%
Tasa de crecimiento de los beneficios
8.18%
Tasa de crecimiento del BPA
| Crecimiento de la industria Integrated Utilities | 5.10% |
| Tasa de crecimiento de los ingresos | 1.07% |
| Rentabilidad financiera | 5.39% |
| Margen neto | 14.22% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 06
SRE: Long Term EPS Outlook And Dividend Increases Will Guide Future Returns
Analysts have nudged their price target for Sempra slightly higher to about $104.29 from $104.13, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Sempra's board declared a quarterly dividend of $0.6575 per share on common stock, payable April 15, 2026, to shareholders of record on March 19, 2026 (company announcement).Actualización de narrativa • Apr 20
SRE: Long Term EPS Guidance And Dividend Policy Will Shape Future Returns
Analysts have nudged their price target for Sempra higher to about $104 from roughly $103, reflecting updated assumptions around slightly different revenue growth, profit margin, and future P/E expectations. What's in the News Sempra issued new full-year 2027 earnings guidance, with EPS expected in a range of $5.10 to $5.70.Actualización de narrativa • Apr 06
SRE: Long Term EPS Guidance And Dividend Policy Will Support Future Returns
Analysts have made a slight upward adjustment to Sempra's price target, lifting it by about $0.13 to reflect small tweaks to fair value assumptions and forward P/E expectations. What's in the News Sempra's board declared a $0.6575 per share quarterly dividend on common stock, payable April 15, 2026, for shareholders of record as of March 19, 2026.Actualización de narrativa • Mar 22
SRE: Long Term EPS Guidance And Dividend Policy Will Support Future Returns
Analysts have inched their blended fair value estimate for Sempra to about $102.56 per share, up from $101.50, reflecting slightly lower assumed revenue growth alongside a modestly higher profit margin outlook and a small uptick in the future P/E multiple. What's in the News Sempra issued full-year 2027 earnings guidance, with expected EPS in a range of $5.10 to $5.70.Actualización de narrativa • Mar 08
SRE: Long Term EPS Guidance And Dividend Policy Will Support Future Returns
Analysts have raised their price target on Sempra by about $1, reflecting updated assumptions around fair value, profit margins and future P/E, which they view as slightly more supportive for the stock. What's in the News Sempra issued full year 2027 earnings guidance, targeting EPS in a range of $5.10 to $5.70.Actualización de narrativa • Feb 21
SRE: Refined Profitability And P/E Assumptions Will Support Constructive Future Returns
Analysts have nudged their Sempra price target slightly higher to $100.06 from $99.60, citing small refinements in fair value, profit margin assumptions, and forward P/E expectations. Valuation Changes Fair Value has risen slightly from $99.60 to $100.06, reflecting a modest upward refinement in the model.Actualización de narrativa • Feb 06
SRE: Long-Term EPS Outlook Will Support Constructive Future Share Returns
Analysts have trimmed their Sempra fair value estimate slightly from about $99.87 to $99.60, reflecting updated assumptions around revenue growth, profit margins, and the future P/E multiple, while keeping the overall investment view broadly consistent. Valuation Changes Fair Value: Adjusted slightly lower from about US$99.87 to US$99.60 per share, a change of US$0.27.Actualización de narrativa • Jan 23
SRE: Long-Term EPS Outlook Will Support Constructive Future Share Returns
Analysts have nudged their price target on Sempra slightly higher to about $100.07 from roughly $99.87, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Sempra issued updated earnings guidance for the full year 2025, with an EPS range of $3.05 to $3.45.Seeking Alpha • Jan 19
Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge
Summary Sempra remains a Buy, offering strong, predictable income and robust long-term growth potential despite the current macro uncertainty. SRE’s $10B infrastructure stake sale enhances financial flexibility, supporting their investment plans, and being expected to drive EPS accretion from 2027. Guidance remains solid, with 2025-2026 EPS targets reaffirmed and a manageable 2.8% dividend yield on top, supported by a conservative payout ratio. SRE is well positioned to benefit from surging electricity demand driven by AI and data centers, especially via its Texas subsidiary Oncor, with significant LNG exposure on top. Read the full article on Seeking AlphaActualización de narrativa • Jan 07
SRE: Long-Term EPS Guidance Will Support Constructive Outlook On Shares
Analysts have trimmed their price target on Sempra slightly to about $100 per share. This reflects updated views that incorporate more conservative revenue growth assumptions, a marginally higher profit margin, and a steady forward P/E profile.Actualización de narrativa • Dec 19
SRE: Future EPS Guidance Will Drive Strong Long-Term Performance Expectations
Analysts have trimmed their price target on Sempra by approximately $0.60, citing slightly lower fair value and forward valuation assumptions, despite modestly stronger revenue growth expectations. What's in the News Sempra updated its 2025 earnings guidance, setting an EPS range of $3.05 to $3.45 while reaffirming expectations for EPS growth at the high end or above its projected 7% to 9% compound annual growth rate for 2025 through 2029 (company guidance).Actualización de narrativa • Dec 05
SRE: Future Earnings Guidance Will Support Stronger Long-Term Performance
Analysts have nudged their price target on Sempra higher, lifting fair value by about $1.67 per share as they factor in slightly faster expected revenue growth, a marginally lower discount rate, and a modestly richer future P/E multiple, despite largely unchanged profit margin assumptions. What's in the News Sempra updated its 2025 earnings guidance, setting an EPS range of $3.05 to $3.45 and reaffirming expectations to deliver at or above its projected long term EPS compound annual growth rate of 7% to 9% through 2029 (company guidance).Actualización de narrativa • Nov 21
SRE: Future Earnings Guidance And Long-Term Outlook Will Drive Balanced Performance
Analysts have raised their price target for Sempra to $99.07 from $96.53, citing improved profit margin projections and a lower future price-to-earnings ratio as key factors supporting this positive revision. What's in the News Sempra updated its earnings guidance for the full year 2025, projecting an EPS range of $3.05 to $3.45.Actualización de narrativa • Nov 07
SRE: Future Earnings Guidance And Long-Term Outlook Will Drive Balanced Performance
Analysts have raised their price target for Sempra from $94.14 to $96.53. This reflects upward revisions to revenue growth expectations, despite a slight decline in projected profit margins.Actualización de narrativa • Oct 23
Analysts Lift Sempra Price Target as Margins Improve and Long Term EPS Guidance Reaffirmed
Analysts have raised their price target for Sempra from $90.46 to $94.14, citing improved profit margins, which more than offset a modestly lower revenue growth outlook. What's in the News Sempra has updated its earnings guidance for the full year 2025, with a GAAP EPS range of $3.29 to $3.69.Actualización de narrativa • Oct 09
Texas Demand And LNG Projects Will Expand Infrastructure
Narrative Update on Sempra: Analyst Price Target Revision Analysts have raised their fair value estimate for Sempra from $85.64 to $90.46. This revision is due to stronger profit margin expectations, even as forecasts for revenue growth have moderated.Actualización de narrativa • Sep 25
Texas Demand And LNG Projects Will Expand Infrastructure
Despite consensus revenue growth forecasts declining and forward P/E rising, indicating more expensive valuation relative to growth prospects, Sempra’s analyst price target has edged up from $83.92 to $85.64. What's in the News Sempra updated its 2025 GAAP EPS guidance to a range of $3.29 to $3.69, affirming a long-term compound annual EPS growth target of 7% to 9% through 2029.Actualización de narrativa • Sep 04
Texas Demand And LNG Projects Will Expand Infrastructure
With both net profit margin and revenue growth forecasts holding steady, Sempra's consensus analyst price target remained unchanged at $83.92. What's in the News Sempra updated 2025 GAAP EPS guidance to $4.05–$4.45.Artículo de análisis • Jul 31
Be Wary Of Sempra (NYSE:SRE) And Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Artículo de análisis • Jun 24
Sempra's (NYSE:SRE) Price Is Out Of Tune With Earnings
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Seeking Alpha • Apr 16
Sempra: Soaring Demand And Attractive Valuation Make It A Buy
Summary Sempra offers stability and growth with a 3.7% yield, trading near the low end of its 52-week range, making it attractive for income and value investors. Its diversified utility operations, especially Oncor in Texas, benefit from strong economic growth and high-margin, low-risk business models, ensuring steady earnings and dividends. SRE's $56 billion capital plan and 7-9% EPS growth target support long-term growth prospects. The strong financials, BBB+ rating, and robust demand from data center expansion position it for potential market-beating total returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 01
Sempra: Another Boring Utility So You Can Sleep Well At Night
Summary Sempra is a solid dividend growth stock with a BBB+ credit rating and undervalued shares, making it a buy. Despite a 16.7% revenue decline in Q3, SRE's long-term EPS growth rate of 6-8% remains strong, driven by Texas growth. SRE's 3% dividend yield is secure, with a low payout ratio and a 14-year growth streak, ensuring dividend consistency. Risks include rate sensitivity, concentrated presence in California and Texas, natural disasters, and cyber threats, but overall, SRE's fundamentals are strong. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
Sempra Energy: Above Average Growth Prospects For A Utility Company
Summary Sempra Energy's diversified operations in California, Texas, and its Port Arthur LNG projects offer strong growth prospects moving forward. Despite recent earnings misses, Sempra reaffirmed its FY2024 and FY2025 guidance, highlighting bullish updates on Port Arthur LNG Phase 1 and Phase 2. Trading in-line with the utility sector, Sempra's higher growth potential makes it a BUY, but I recommend starting small and adding on dips. While Sempra has outperformed the broad Utility Sector over the past three years, my advise is for investors to maintain a larger allocation to the S&P 500 for better growth exposure. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Sempra. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 13,555 | 1,927 | 136 | 0 |
| 31 Dec 25 | 13,702 | 1,796 | 142 | 0 |
| 30 Sep 25 | 13,711 | 2,109 | 124 | 0 |
| 30 Jun 25 | 13,336 | 2,670 | 105 | 0 |
| 31 Mar 25 | 13,347 | 2,922 | 106 | 0 |
| 31 Dec 24 | 13,185 | 2,817 | 101 | 0 |
| 30 Sep 24 | 12,918 | 2,888 | 52 | 0 |
| 30 Jun 24 | 13,476 | 2,972 | 59 | 0 |
| 31 Mar 24 | 13,800 | 2,862 | 53 | 0 |
| 31 Dec 23 | 16,720 | 3,030 | 106 | 0 |
| 30 Sep 23 | 16,684 | 2,732 | 93 | 0 |
| 30 Jun 23 | 16,967 | 2,495 | 142 | 0 |
| 31 Mar 23 | 17,179 | 2,451 | 125 | 0 |
| 31 Dec 22 | 14,439 | 2,094 | 59 | 0 |
| 30 Sep 22 | 14,828 | 2,260 | 60 | 0 |
| 30 Jun 22 | 14,224 | 1,127 | 49 | 0 |
| 31 Mar 22 | 13,418 | 992 | 55 | 0 |
| 31 Dec 21 | 12,857 | 1,254 | 67 | 0 |
| 30 Sep 21 | 12,184 | 1,064 | 109 | 0 |
| 30 Jun 21 | 11,815 | 2,070 | 91 | 0 |
| 31 Mar 21 | 11,600 | 2,108 | 99 | 0 |
| 31 Dec 20 | 11,370 | 1,914 | 102 | 0 |
| 30 Sep 20 | 11,142 | 1,876 | 158 | 0 |
| 30 Jun 20 | 11,256 | 2,075 | 123 | 0 |
| 31 Mar 20 | 10,960 | 1,889 | 130 | 0 |
| 31 Dec 19 | 10,829 | 1,692 | 132 | 0 |
| 30 Sep 19 | 10,712 | 2,129 | 213 | 0 |
| 30 Jun 19 | 10,519 | 1,792 | 203 | 0 |
| 31 Mar 19 | 10,464 | 900 | 165 | 0 |
| 31 Dec 18 | 10,102 | 736 | 157 | 0 |
| 30 Sep 18 | 10,240 | -578 | 114 | 0 |
| 30 Jun 18 | 10,354 | -741 | 90 | 0 |
| 31 Mar 18 | 10,712 | 134 | 103 | 0 |
| 31 Dec 17 | 9,640 | 287 | 127 | 0 |
| 30 Sep 17 | 11,113 | 1,136 | 56 | 0 |
| 30 Jun 17 | 10,969 | 1,701 | 77 | 0 |
| 31 Mar 17 | 10,592 | 1,458 | 72 | 0 |
| 31 Dec 16 | 10,183 | 1,370 | 71 | 0 |
| 30 Sep 16 | 10,014 | 1,360 | 78 | 0 |
| 30 Jun 16 | 9,960 | 986 | 78 | 0 |
| 31 Mar 16 | 10,171 | 1,265 | 78 | 0 |
| 31 Dec 15 | 10,231 | 1,349 | 78 | 0 |
| 30 Sep 15 | 10,277 | 1,277 | 78 | 0 |
| 30 Jun 15 | 10,611 | 1,377 | 78 | 0 |
Ingresos de calidad: SRE tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(14.2%) de SRE son inferiores a los del año pasado (21.9%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de SRE han crecido un 9.5% al año en los últimos 5 años.
Acelerando crecimiento: SRE ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: SRE tuvo un crecimiento negativo de los beneficios (-34.1%) durante el año pasado, lo que dificulta la comparación con la media de la industria Integrated Utilities (10.2%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de SRE (5.4%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 08:29 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Sempra está cubierta por 23 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |