Sempra（1SRE）株式概要センプラは米国内外でエネルギー・インフラ企業として事業を展開している。 詳細1SRE ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績2/6財務の健全性2/6配当金4/6報酬収益は年間14.96%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 利益率(14.2%)は昨年より低い(21.9%) 2.87%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る1SRE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€78.6625.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture017b2016201920222025202620282031Revenue US$15.4bEarnings US$2.2bAdvancedSet Fair ValueView all narrativesSempra 競合他社A2ASymbol: BIT:A2AMarket cap: €7.3bHeraSymbol: BIT:HERMarket cap: €5.8bACEASymbol: BIT:ACEMarket cap: €4.9bIrenSymbol: BIT:IREMarket cap: €3.3b価格と性能株価の高値、安値、推移の概要Sempra過去の株価現在の株価US$78.6652週高値US$85.4052週安値US$62.80ベータ0.601ヶ月の変化-7.91%3ヶ月変化10.26%1年変化15.64%3年間の変化n/a5年間の変化n/aIPOからの変化-40.86%最新ニュースReported Earnings • 14hFirst quarter 2026 earnings released: EPS: US$1.59 (vs US$1.39 in 1Q 2025)First quarter 2026 results: EPS: US$1.59 (up from US$1.39 in 1Q 2025). Revenue: US$3.66b (down 3.9% from 1Q 2025). Net income: US$1.04b (up 14% from 1Q 2025). Profit margin: 28% (up from 24% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Integrated Utilities industry in Europe.お知らせ • Apr 21Sempra to Report Q1, 2026 Results on May 07, 2026Sempra announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on May 07, 2026お知らせ • Mar 30Sempra, Annual General Meeting, May 12, 2026Sempra, Annual General Meeting, May 12, 2026.お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Dividend, Payable April 15, 2026Sempra's board of directors declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable April 15, 2026, to common stock shareholders of record at the close of business on March 19, 2026. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.63 per share, on an annualized basis, from $2.58 per share in 2025.お知らせ • Feb 10Sempra to Report Q4, 2025 Results on Feb 26, 2026Sempra announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 26, 2026お知らせ • Jan 12Sempra Announces Appointment of David J. Barrett as Senior Vice President and Deputy General Counsel of Litigation and Regulatory, Effective January 31, 2026On January 8, 2026, Sempra announced that David J. Barrett was appointed as Senior Vice President and Deputy General Counsel of Litigation and Regulatory for Sempra. He resigned as Senior Vice President and General Counsel for SoCalGas. All of the foregoing actions will be effective January 31, 2026.最新情報をもっと見るRecent updatesReported Earnings • 14hFirst quarter 2026 earnings released: EPS: US$1.59 (vs US$1.39 in 1Q 2025)First quarter 2026 results: EPS: US$1.59 (up from US$1.39 in 1Q 2025). Revenue: US$3.66b (down 3.9% from 1Q 2025). Net income: US$1.04b (up 14% from 1Q 2025). Profit margin: 28% (up from 24% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Integrated Utilities industry in Europe.お知らせ • Apr 21Sempra to Report Q1, 2026 Results on May 07, 2026Sempra announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on May 07, 2026お知らせ • Mar 30Sempra, Annual General Meeting, May 12, 2026Sempra, Annual General Meeting, May 12, 2026.お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Dividend, Payable April 15, 2026Sempra's board of directors declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable April 15, 2026, to common stock shareholders of record at the close of business on March 19, 2026. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.63 per share, on an annualized basis, from $2.58 per share in 2025.お知らせ • Feb 10Sempra to Report Q4, 2025 Results on Feb 26, 2026Sempra announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 26, 2026お知らせ • Jan 12Sempra Announces Appointment of David J. Barrett as Senior Vice President and Deputy General Counsel of Litigation and Regulatory, Effective January 31, 2026On January 8, 2026, Sempra announced that David J. Barrett was appointed as Senior Vice President and Deputy General Counsel of Litigation and Regulatory for Sempra. He resigned as Senior Vice President and General Counsel for SoCalGas. All of the foregoing actions will be effective January 31, 2026.New Risk • Nov 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin). Significant insider selling over the past 3 months (€1.5m sold).Recent Insider Transactions • Nov 24Executive Vice President recently sold €476k worth of stockOn the 19th of November, Caroline Winn sold around 6k shares on-market at roughly €79.39 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months.お知らせ • Nov 07Sempra Declares Quarterly Dividend, Payable January 15, 2026Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable Jan. 15, 2026, to common stock shareholders of record at the close of business on Dec. 11, 2025.お知らせ • Nov 05Sempra Updates Earnings Guidance for the Full Year 2025Sempra Updated Earnings Guidance for the Full Year 2025. for the Year, (Eps) Guidance Range of $3.05 To $3.45,. The Company Is Also Affirming Its Guidance to the High-End or Above Its Projected Long-Term Eps Compound Annual Growth Rate of 7% to 9% for 2025 Through 2029.お知らせ • Oct 16Sempra to Report Q3, 2025 Results on Nov 05, 2025Sempra announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Nov 05, 2025お知らせ • Sep 23+ 1 more updateUnknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion.Unknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion on September 22, 2025. Subject to adjustments, the purchase price will be paid to Sempra as follows: (i) $4.65 billion will be paid in cash at the closing (the “Closing”); (ii) $4.14 billion plus interest compounded quarterly at 7.5% per annum (totaling $4.72 billion with principal and accrued interest unless paid early) will be due on December 31, 2027 under instruments backed by equity commitment letters (the “Instruments”); and (iii) $1.2 billion plus interest compounded quarterly at 8.5% per annum before January 1, 2031 and 10.0% per annum thereafter (totaling $2.24 billion with principal and accrued interest unless paid early) will be due seven years and 91 days after the Closing under promissory notes (the “Notes”). The purchase price is subject to adjustments for changes in net debt, net working capital and capital expenditures as of December 31, 2025, among others. If the KKR Partners fail to complete the Closing when all closing conditions are satisfied, Sempra will receive a termination fee of $414 million. Any party may generally terminate the PSA if the Closing has not occurred within 12 months after signing. Canada Pension Plan Investment Board will pay $3 billion for 13% stake in Sempra Infrastructure. Upon completion, a KKR-led consortium will become the majority owner of Sempra Infrastructure Partners, holding a 65% equity stake, while Sempra will retain a 25% interest alongside Abu Dhabi Investment Authority's (ADIA) existing 10% stake. Under the terms of the agreement, Sempra and ADIA will have certain minority rights in Sempra Infrastructure Partners. Transaction is subject to expiration of the waiting period under the Hart-Scott-Rodino Act; receipt of applicable regulatory approvals, such as antitrust approvals in Mexico and approval by the Federal Energy Regulatory Commission; receipt of certain other third-party consents or waivers; the absence of a material adverse effect on Sempra Infrastructure Partners; the absence of specific downgrade events under certain financing arrangements; and other customary closing conditions. The transaction is expected to close in Q2 or Q3 2026. The transactions is expected to be accretive for Sempra and is expected to adds five-year average annual accretion of $0.20 of earnings per common share (EPS) starting in 2027. BofA Securities, Inc. acted as financial advisor for Sempra. Sullivan & Cromwell LLP acted as legal advisor for Sempra. Citigroup Inc. acted as financial advisor for KKR & Co. Inc. Simpson Thacher & Bartlett LLP acted as legal advisor for KKR & Co. Inc. Kirkland & Ellis LLP acted as legal advisor for Canada Pension Plan Investment Board.お知らせ • Sep 18Sempra Declares Common Dividend, Payable on October 15, 2025Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable October 15, 2025, to common stock shareholders of record at the close of business on October 1, 2025.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.71 (vs US$1.13 in 2Q 2024)Second quarter 2025 results: EPS: US$0.71 (down from US$1.13 in 2Q 2024). Revenue: US$3.00b (flat on 2Q 2024). Net income: US$461.0m (down 35% from 2Q 2024). Profit margin: 15% (down from 24% in 2Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Integrated Utilities industry in Europe.お知らせ • Aug 07Sempra Updates Earnings Guidance for Full-Year 2025 and 2026Sempra updated earnings guidance for full-year 2025 and 2026. For the year 2025, the company expects GAAP earnings-per-common-share (EPS) range of $4.05 to $4.45. The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029. For the full-year 2026, company expects EPS range of $4.80 to $5.30.お知らせ • Jul 22Sempra to Report Q2, 2025 Results on Aug 07, 2025Sempra announced that they will report Q2, 2025 results at 8:00 AM, US Eastern Standard Time on Aug 07, 2025お知らせ • Jun 26Sempra Announces Board ChangesOn June 21, 2025, the Board of Directors of Sempra promoted Caroline A. Winn to the position of executive vice president of Sempra overseeing Southern California Gas Company and San Diego Gas & Electric Company,Sempra’s California utility subsidiaries. On June 18, 2025, Peter R. Wall provided notice that he will resign as senior vice president, controller and chief accounting officer of Sempra. On June 21, 2025, the Sempra Board promoted Dyan Z. Wold, the current vice president, controller and chief accounting officer of Sempra’s subsidiary Sempra Infrastructure Partners, to the position of vice president, controller and chief accounting officer of Sempra. Ms. Wold, 50, has served as vice president and controller of Sempra Infrastructure Partners since Fall 2021 and as chief accounting officer of Sempra Infrastructure Partners since September 2023. Prior to that, Ms. Wold served as controller of Sempra’s LNG business since November 2019 and in various other finance and accounting leadership roles during her nearly 20-year tenure at the Sempra companies, including assistant controller of SoCalGas and director of accounting research and policies for Sempra.お知らせ • May 16Sempra Declares Quarterly Dividend, Payable on July 15, 2025Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable July 15, 2025, to common stock shareholders of record at the close of business on June 26, 2025.お知らせ • May 08Sempra Updates Earnings Guidance for the Full Year 2025Sempra updated earnings guidance for the full year 2025. for the year, the company is updating its full-year 2025 GAAP earnings-per-common-share (EPS) guidance range to $4.25 – $4.65, reflecting actual results through the first quarter.株主還元1SREIT Integrated UtilitiesIT 市場7D-2.2%0.6%3.2%1Y15.6%23.3%23.9%株主還元を見る業界別リターン: 1SRE過去 1 年間で23.3 % の収益を上げたItalian Integrated Utilities業界を下回りました。リターン対市場: 1SREは、過去 1 年間で23.9 % のリターンを上げたItalian市場を下回りました。価格変動Is 1SRE's price volatile compared to industry and market?1SRE volatility1SRE Average Weekly Movement3.9%Integrated Utilities Industry Average Movement4.1%Market Average Movement5.2%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market3.1%安定した株価: 1SRE 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1SREの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199615,938Jeff Martinwww.sempra.comセンプラは、米国および海外でエネルギー・インフラストラクチャー企業として事業を展開している。センプラは3つのセグメントで事業を展開している：センプラ・カリフォルニア、センプラ・テキサス・ユーティリティーズ、センプラ・インフラストラクチャーの3つである。センプラ・カリフォルニア部門は、南カリフォルニアとカリフォルニア州中部の一部で天然ガスと電力サービスを提供している。2024年12月31日現在、人口約360万人に電気サービスを、人口約330万人に天然ガスサービスを提供しており、4,100平方マイルをカバーしている。天然ガス事業：天然ガスの配給、送電、貯蔵システムを所有・運営し、天然ガスを供給している。2024年12月31日現在、人口2,110万人、面積2万4,000平方マイルにサービスを提供している。センプラ・テキサス・ユーティリティーズ（Sempra Texas Utilities）部門は、規制対象の送配電事業に従事している。2024年12月31日現在、同社の送電システムには18,324マイルの送電線、1,288箇所の送配電変電所、合計58,597MWのサードパーティ発電施設192箇所との相互接続が含まれ、配電システムには約400万箇所の送電点、125,975マイルの架空・地下送電線が含まれる。センプラ・インフラストラクチャー部門は、米国、メキシコ、および国際的な市場において、よりクリーンなエネルギーへのアクセスを可能にするエネルギーインフラの開発、建設、運営、投資を行っている。以前はセンプラ・エナジー社として知られ、2023年5月にセンプラ社に社名変更した。センプラは1996年に設立され、カリフォルニア州サンディエゴに本社を置いている。もっと見るSempra 基礎のまとめSempra の収益と売上を時価総額と比較するとどうか。1SRE 基礎統計学時価総額€52.13b収益（TTM）€1.64b売上高(TTM)€11.55b31.0xPER（株価収益率4.4xP/Sレシオ1SRE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1SRE 損益計算書（TTM）収益US$13.56b売上原価US$7.80b売上総利益US$5.76bその他の費用US$3.83b収益US$1.93b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.95グロス・マージン42.46%純利益率14.22%有利子負債／自己資本比率85.3%1SRE の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.9%現在の配当利回り66%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 13:42終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sempra 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Jacob KilsteinArgus Research CompanyDaniel FordBarclaysNicholas CampanellaBarclays20 その他のアナリストを表示
Reported Earnings • 14hFirst quarter 2026 earnings released: EPS: US$1.59 (vs US$1.39 in 1Q 2025)First quarter 2026 results: EPS: US$1.59 (up from US$1.39 in 1Q 2025). Revenue: US$3.66b (down 3.9% from 1Q 2025). Net income: US$1.04b (up 14% from 1Q 2025). Profit margin: 28% (up from 24% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Integrated Utilities industry in Europe.
お知らせ • Apr 21Sempra to Report Q1, 2026 Results on May 07, 2026Sempra announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Mar 30Sempra, Annual General Meeting, May 12, 2026Sempra, Annual General Meeting, May 12, 2026.
お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Dividend, Payable April 15, 2026Sempra's board of directors declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable April 15, 2026, to common stock shareholders of record at the close of business on March 19, 2026. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.63 per share, on an annualized basis, from $2.58 per share in 2025.
お知らせ • Feb 10Sempra to Report Q4, 2025 Results on Feb 26, 2026Sempra announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 26, 2026
お知らせ • Jan 12Sempra Announces Appointment of David J. Barrett as Senior Vice President and Deputy General Counsel of Litigation and Regulatory, Effective January 31, 2026On January 8, 2026, Sempra announced that David J. Barrett was appointed as Senior Vice President and Deputy General Counsel of Litigation and Regulatory for Sempra. He resigned as Senior Vice President and General Counsel for SoCalGas. All of the foregoing actions will be effective January 31, 2026.
Reported Earnings • 14hFirst quarter 2026 earnings released: EPS: US$1.59 (vs US$1.39 in 1Q 2025)First quarter 2026 results: EPS: US$1.59 (up from US$1.39 in 1Q 2025). Revenue: US$3.66b (down 3.9% from 1Q 2025). Net income: US$1.04b (up 14% from 1Q 2025). Profit margin: 28% (up from 24% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Integrated Utilities industry in Europe.
お知らせ • Apr 21Sempra to Report Q1, 2026 Results on May 07, 2026Sempra announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Mar 30Sempra, Annual General Meeting, May 12, 2026Sempra, Annual General Meeting, May 12, 2026.
お知らせ • Feb 26+ 1 more updateSempra Declares Quarterly Dividend, Payable April 15, 2026Sempra's board of directors declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable April 15, 2026, to common stock shareholders of record at the close of business on March 19, 2026. The declared quarterly dividend represents an increase of the company's common stock dividend to $2.63 per share, on an annualized basis, from $2.58 per share in 2025.
お知らせ • Feb 10Sempra to Report Q4, 2025 Results on Feb 26, 2026Sempra announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Feb 26, 2026
お知らせ • Jan 12Sempra Announces Appointment of David J. Barrett as Senior Vice President and Deputy General Counsel of Litigation and Regulatory, Effective January 31, 2026On January 8, 2026, Sempra announced that David J. Barrett was appointed as Senior Vice President and Deputy General Counsel of Litigation and Regulatory for Sempra. He resigned as Senior Vice President and General Counsel for SoCalGas. All of the foregoing actions will be effective January 31, 2026.
New Risk • Nov 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin). Significant insider selling over the past 3 months (€1.5m sold).
Recent Insider Transactions • Nov 24Executive Vice President recently sold €476k worth of stockOn the 19th of November, Caroline Winn sold around 6k shares on-market at roughly €79.39 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months.
お知らせ • Nov 07Sempra Declares Quarterly Dividend, Payable January 15, 2026Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable Jan. 15, 2026, to common stock shareholders of record at the close of business on Dec. 11, 2025.
お知らせ • Nov 05Sempra Updates Earnings Guidance for the Full Year 2025Sempra Updated Earnings Guidance for the Full Year 2025. for the Year, (Eps) Guidance Range of $3.05 To $3.45,. The Company Is Also Affirming Its Guidance to the High-End or Above Its Projected Long-Term Eps Compound Annual Growth Rate of 7% to 9% for 2025 Through 2029.
お知らせ • Oct 16Sempra to Report Q3, 2025 Results on Nov 05, 2025Sempra announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Nov 05, 2025
お知らせ • Sep 23+ 1 more updateUnknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion.Unknown affiliates of KKR & Co. Inc. (NYSE:KKR) and Canada Pension Plan Investment Board signed a definitive agreement to acquire an additional 45% stake in Sempra Infrastructure Partners, LP from Sempra (NYSE:SRE) for $10 billion on September 22, 2025. Subject to adjustments, the purchase price will be paid to Sempra as follows: (i) $4.65 billion will be paid in cash at the closing (the “Closing”); (ii) $4.14 billion plus interest compounded quarterly at 7.5% per annum (totaling $4.72 billion with principal and accrued interest unless paid early) will be due on December 31, 2027 under instruments backed by equity commitment letters (the “Instruments”); and (iii) $1.2 billion plus interest compounded quarterly at 8.5% per annum before January 1, 2031 and 10.0% per annum thereafter (totaling $2.24 billion with principal and accrued interest unless paid early) will be due seven years and 91 days after the Closing under promissory notes (the “Notes”). The purchase price is subject to adjustments for changes in net debt, net working capital and capital expenditures as of December 31, 2025, among others. If the KKR Partners fail to complete the Closing when all closing conditions are satisfied, Sempra will receive a termination fee of $414 million. Any party may generally terminate the PSA if the Closing has not occurred within 12 months after signing. Canada Pension Plan Investment Board will pay $3 billion for 13% stake in Sempra Infrastructure. Upon completion, a KKR-led consortium will become the majority owner of Sempra Infrastructure Partners, holding a 65% equity stake, while Sempra will retain a 25% interest alongside Abu Dhabi Investment Authority's (ADIA) existing 10% stake. Under the terms of the agreement, Sempra and ADIA will have certain minority rights in Sempra Infrastructure Partners. Transaction is subject to expiration of the waiting period under the Hart-Scott-Rodino Act; receipt of applicable regulatory approvals, such as antitrust approvals in Mexico and approval by the Federal Energy Regulatory Commission; receipt of certain other third-party consents or waivers; the absence of a material adverse effect on Sempra Infrastructure Partners; the absence of specific downgrade events under certain financing arrangements; and other customary closing conditions. The transaction is expected to close in Q2 or Q3 2026. The transactions is expected to be accretive for Sempra and is expected to adds five-year average annual accretion of $0.20 of earnings per common share (EPS) starting in 2027. BofA Securities, Inc. acted as financial advisor for Sempra. Sullivan & Cromwell LLP acted as legal advisor for Sempra. Citigroup Inc. acted as financial advisor for KKR & Co. Inc. Simpson Thacher & Bartlett LLP acted as legal advisor for KKR & Co. Inc. Kirkland & Ellis LLP acted as legal advisor for Canada Pension Plan Investment Board.
お知らせ • Sep 18Sempra Declares Common Dividend, Payable on October 15, 2025Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable October 15, 2025, to common stock shareholders of record at the close of business on October 1, 2025.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.71 (vs US$1.13 in 2Q 2024)Second quarter 2025 results: EPS: US$0.71 (down from US$1.13 in 2Q 2024). Revenue: US$3.00b (flat on 2Q 2024). Net income: US$461.0m (down 35% from 2Q 2024). Profit margin: 15% (down from 24% in 2Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Integrated Utilities industry in Europe.
お知らせ • Aug 07Sempra Updates Earnings Guidance for Full-Year 2025 and 2026Sempra updated earnings guidance for full-year 2025 and 2026. For the year 2025, the company expects GAAP earnings-per-common-share (EPS) range of $4.05 to $4.45. The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029. For the full-year 2026, company expects EPS range of $4.80 to $5.30.
お知らせ • Jul 22Sempra to Report Q2, 2025 Results on Aug 07, 2025Sempra announced that they will report Q2, 2025 results at 8:00 AM, US Eastern Standard Time on Aug 07, 2025
お知らせ • Jun 26Sempra Announces Board ChangesOn June 21, 2025, the Board of Directors of Sempra promoted Caroline A. Winn to the position of executive vice president of Sempra overseeing Southern California Gas Company and San Diego Gas & Electric Company,Sempra’s California utility subsidiaries. On June 18, 2025, Peter R. Wall provided notice that he will resign as senior vice president, controller and chief accounting officer of Sempra. On June 21, 2025, the Sempra Board promoted Dyan Z. Wold, the current vice president, controller and chief accounting officer of Sempra’s subsidiary Sempra Infrastructure Partners, to the position of vice president, controller and chief accounting officer of Sempra. Ms. Wold, 50, has served as vice president and controller of Sempra Infrastructure Partners since Fall 2021 and as chief accounting officer of Sempra Infrastructure Partners since September 2023. Prior to that, Ms. Wold served as controller of Sempra’s LNG business since November 2019 and in various other finance and accounting leadership roles during her nearly 20-year tenure at the Sempra companies, including assistant controller of SoCalGas and director of accounting research and policies for Sempra.
お知らせ • May 16Sempra Declares Quarterly Dividend, Payable on July 15, 2025Sempra announced that its board of directors has declared a $0.645 per share quarterly dividend on the company's common stock, which is payable July 15, 2025, to common stock shareholders of record at the close of business on June 26, 2025.
お知らせ • May 08Sempra Updates Earnings Guidance for the Full Year 2025Sempra updated earnings guidance for the full year 2025. for the year, the company is updating its full-year 2025 GAAP earnings-per-common-share (EPS) guidance range to $4.25 – $4.65, reflecting actual results through the first quarter.
