Sempra 将来の成長
Future 基準チェック /16
Sempra利益と収益がそれぞれ年間15%と1.9%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% 15.1%なると予測されています。
主要情報
15.0%
収益成長率
15.09%
EPS成長率
| Integrated Utilities 収益成長 | 5.3% |
| 収益成長率 | 1.9% |
| 将来の株主資本利益率 | 9.96% |
| アナリストカバレッジ | Good |
| 最終更新日 | 31 Jul 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • Jul 30
Sempra: Hold Into Q2 As The ECA Questions Stay Open
Summary Sempra is rated Hold due to improving fundamentals but rising near-term uncertainties, with a key August report likely to clarify the outlook. SRE's balance sheet is strong, with 48% debt/capitalization, $8B unused credit, and robust Q1 earnings, but recent compressor issues introduce material risk. The compressor delay triggers customer SPA termination rights and direct remediation capex leakage, clouding visibility on LNG segment earnings and contract stability. SRE trades at a modest premium to its history but a discount to the sector; yield compression and capital plan funding needs temper near-term upside. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 22
SRE: New Texas Projects And LNG Pipeline Will Support Future Returns
Analysts have trimmed their price target on Sempra slightly, with fair value moving from about $103.62 to $103.50 as updated assumptions for discount rate, revenue growth, profit margin, and future P/E are incorporated into their models. What’s in the News for Sempra Sempra Infrastructure has placed the 72 mile, 42 inch Port Arthur Pipeline Louisiana Connector into service ahead of schedule and under budget, supporting up to 2 billion cubic feet per day of U.S. natural gas transport to the Port Arthur LNG Phase 1 export facility in Texas, according to recent reports.ナラティブ更新 • Jun 06
SRE: LNG Milestone And Extended EPS Guidance Will Support Future Returns
Analysts have nudged their price target for Sempra slightly lower to about $103.62 from $104. This reflects updated views on fair value, growth, and margins while keeping core assumptions broadly steady.ナラティブ更新 • May 20
SRE: Extended EPS Guidance And Rising Dividend Will Support Future Returns
Analysts have adjusted their Sempra price target to $104.00. The update reflects revised assumptions for revenue growth, profit margin, and a slightly lower future P/E multiple.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.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 Alpha業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 13,770 | 3,952 | 3,656 | 5,736 | 10 |
| 12/31/2027 | 13,719 | 3,646 | 7,399 | 5,331 | 12 |
| 12/31/2026 | 13,861 | 3,385 | 5,204 | 6,095 | 12 |
| 3/31/2026 | 13,555 | 1,927 | -5,845 | 4,892 | N/A |
| 12/31/2025 | 13,702 | 1,796 | -6,047 | 4,565 | N/A |
| 9/30/2025 | 13,711 | 2,109 | -4,910 | 4,741 | N/A |
| 6/30/2025 | 13,336 | 2,670 | -4,372 | 4,653 | N/A |
| 3/31/2025 | 13,347 | 2,922 | -4,080 | 4,538 | N/A |
| 12/31/2024 | 13,185 | 2,817 | -3,308 | 4,907 | N/A |
| 9/30/2024 | 12,918 | 2,888 | -3,457 | 4,631 | N/A |
| 6/30/2024 | 13,476 | 2,972 | -2,944 | 5,001 | N/A |
| 3/31/2024 | 13,800 | 2,862 | -2,411 | 6,089 | N/A |
| 12/31/2023 | 16,720 | 3,030 | -2,179 | 6,218 | N/A |
| 9/30/2023 | 16,684 | 2,732 | -3,075 | 4,816 | N/A |
| 6/30/2023 | 16,967 | 2,495 | -4,763 | 2,515 | N/A |
| 3/31/2023 | 17,179 | 2,451 | -4,468 | 1,515 | N/A |
| 12/31/2022 | 14,439 | 2,094 | -4,215 | 1,142 | N/A |
| 9/30/2022 | 14,828 | 2,260 | -2,633 | 2,316 | N/A |
| 6/30/2022 | 14,224 | 1,127 | -1,001 | 3,951 | N/A |
| 3/31/2022 | 13,418 | 992 | -1,091 | 3,947 | N/A |
| 12/31/2021 | 12,857 | 1,254 | -1,173 | 3,842 | N/A |
| 9/30/2021 | 12,184 | 1,064 | -1,026 | 3,943 | N/A |
| 6/30/2021 | 11,815 | 2,070 | -1,083 | 3,819 | N/A |
| 3/31/2021 | 11,600 | 2,108 | -2,072 | 2,775 | N/A |
| 12/31/2020 | 11,370 | 1,914 | -2,085 | 2,591 | N/A |
| 9/30/2020 | 11,142 | 1,876 | -1,832 | 2,599 | N/A |
| 6/30/2020 | 11,256 | 2,075 | -1,844 | 2,411 | N/A |
| 3/31/2020 | 10,960 | 1,889 | -480 | 3,455 | N/A |
| 12/31/2019 | 10,829 | 1,692 | N/A | 3,088 | N/A |
| 9/30/2019 | 10,712 | 2,129 | N/A | 2,975 | N/A |
| 6/30/2019 | 10,519 | 1,792 | N/A | 3,547 | N/A |
| 3/31/2019 | 10,464 | 900 | N/A | 3,501 | N/A |
| 12/31/2018 | 10,102 | 736 | N/A | 3,516 | N/A |
| 9/30/2018 | 10,240 | -578 | N/A | 3,580 | N/A |
| 6/30/2018 | 10,354 | -741 | N/A | 3,409 | N/A |
| 3/31/2018 | 10,712 | 134 | N/A | 3,587 | N/A |
| 12/31/2017 | 9,640 | 287 | N/A | 3,625 | N/A |
| 9/30/2017 | 11,113 | 1,136 | N/A | 3,324 | N/A |
| 6/30/2017 | 10,969 | 1,701 | N/A | 3,284 | N/A |
| 3/31/2017 | 10,592 | 1,458 | N/A | 2,689 | N/A |
| 12/31/2016 | 10,183 | 1,370 | N/A | 2,311 | N/A |
| 9/30/2016 | 10,014 | 1,360 | N/A | 2,507 | N/A |
| 6/30/2016 | 9,960 | 986 | N/A | 2,602 | N/A |
| 3/31/2016 | 10,171 | 1,265 | N/A | 2,720 | N/A |
| 12/31/2015 | 10,231 | 1,349 | N/A | 2,898 | N/A |
| 9/30/2015 | 10,277 | 1,277 | N/A | 2,589 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: SREの予測収益成長率 (年間15% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: SREの収益 ( 15% ) US市場 ( 16.8% ) よりも低い成長が予測されています。
高成長収益: SRE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: SREの収益 ( 1.9% ) US市場 ( 12.8% ) よりも低い成長が予測されています。
高い収益成長: SREの収益 ( 1.9% ) 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: SRE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
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 | 2026/08/05 12:04 |
| 終値 | 2026/08/05 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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。24
| アナリスト | 機関 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |