View ValuationSempra 将来の成長Future 基準チェック /26Sempra利益と収益がそれぞれ年間15%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 14.8%なると予測されています。主要情報15.0%収益成長率14.78%EPS成長率Integrated Utilities 収益成長10.6%収益成長率2.6%将来の株主資本利益率10.02%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報お知らせ • 13hSempra Updates Guidance for the Full Year 2026 and Reaffirms Full Year 2027Sempra updates guidance for the full year 2026 and reaffirms full year 2027. For the period, the company expects GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter For the year 2027, the company expects EPS guidance range of $5.10to $5.70.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 • 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 • 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.すべての更新を表示Recent updatesお知らせ • 13hSempra Updates Guidance for the Full Year 2026 and Reaffirms Full Year 2027Sempra updates guidance for the full year 2026 and reaffirms full year 2027. For the period, the company expects GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter For the year 2027, the company expects EPS guidance range of $5.10to $5.70.Reported Earnings • May 07First 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.業績と収益の成長予測BIT:1SRE - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202814,2563,9381,7235,2451112/31/202714,0773,6505,6904,9091312/31/202614,3623,3515,8015,29013/31/202613,5551,927-5,8454,892N/A12/31/202513,7021,796-6,0474,565N/A9/30/202513,7112,109-4,9104,741N/A6/30/202513,3362,670-4,3724,653N/A3/31/202513,3472,922-4,0804,538N/A12/31/202413,1852,817-3,3084,907N/A9/30/202412,9182,888-3,4574,631N/A6/30/202413,4762,972-2,9445,001N/A3/31/202413,8002,862-2,4116,089N/A12/31/202316,7203,030-2,1796,218N/A9/30/202316,6842,732-3,0754,816N/A6/30/202316,9672,495-4,7632,515N/A3/31/202317,1792,451-4,4681,515N/A12/31/202214,4392,094-4,2151,142N/A9/30/202214,8282,260-2,6332,316N/A6/30/202214,2241,127-1,0013,951N/A3/31/202213,418992-1,0913,947N/A12/31/202112,8571,254-1,1733,842N/A9/30/202112,1841,064-1,0263,943N/A6/30/202111,8152,070-1,0833,819N/A3/31/202111,6002,108-2,0722,775N/A12/31/202011,3701,914-2,0852,591N/A9/30/202011,1421,876-1,8322,599N/A6/30/202011,2562,075-1,8442,411N/A3/31/202010,9601,889-4803,455N/A12/31/201910,8291,692N/A3,088N/A9/30/201910,7122,129N/A2,975N/A6/30/201910,5191,792N/A3,547N/A3/31/201910,464900N/A3,501N/A12/31/201810,102736N/A3,516N/A9/30/201810,240-578N/A3,580N/A6/30/201810,354-741N/A3,409N/A3/31/201810,712134N/A3,587N/A12/31/20179,640287N/A3,625N/A9/30/201711,1131,136N/A3,324N/A6/30/201710,9691,701N/A3,284N/A3/31/201710,5921,458N/A2,689N/A12/31/201610,1831,370N/A2,311N/A9/30/201610,0141,360N/A2,507N/A6/30/20169,960986N/A2,602N/A3/31/201610,1711,265N/A2,720N/A12/31/201510,2311,349N/A2,898N/A9/30/201510,2771,277N/A2,589N/A6/30/201510,6111,377N/A2,346N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1SREの予測収益成長率 (年間15% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1SREの収益 ( 15% ) はItalian市場 ( 10.6% ) よりも速いペースで成長すると予測されています。高成長収益: 1SREの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1SREの収益 ( 2.6% ) Italian市場 ( 5.6% ) よりも低い成長が予測されています。高い収益成長: 1SREの収益 ( 2.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1SREの 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance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 20:26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
お知らせ • 13hSempra Updates Guidance for the Full Year 2026 and Reaffirms Full Year 2027Sempra updates guidance for the full year 2026 and reaffirms full year 2027. For the period, the company expects GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter For the year 2027, the company expects EPS guidance range of $5.10to $5.70.
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 • 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 • 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.
お知らせ • 13hSempra Updates Guidance for the Full Year 2026 and Reaffirms Full Year 2027Sempra updates guidance for the full year 2026 and reaffirms full year 2027. For the period, the company expects GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter For the year 2027, the company expects EPS guidance range of $5.10to $5.70.
Reported Earnings • May 07First 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.