Sempra reports developments for a North American energy infrastructure company centered on regulated utility networks in California and Texas. Recurring news includes Sempra earnings, operational and financial results from Oncor, and updates from Southern California Gas Company and San Diego Gas & Electric on natural gas delivery, underground storage, grid reliability, customer affordability and energy resilience.
Company updates also cover utility capital plans, rate and regulatory mechanisms, customer growth, preferred dividend actions at SoCalGas, and capital-structure activity tied to financing energy infrastructure across Sempra's utility businesses.
Sempra (NYSE: SRE) completed the sale of a 45% equity interest in Sempra Infrastructure Partners to affiliates of KKR. Canada Pension Plan Investment Board is an indirect co-investor. The KKR-led consortium now owns 65%; Sempra retains 25%, and an Abu Dhabi Investment Authority affiliate holds 10%. Sempra said this transaction and August's Ecogas México sale support business simplification and long-term utility growth in Texas and California.
Sempra (NYSE: SRE) announced that its board of directors has declared a quarterly common stock dividend of $0.6575 per share. The dividend is payable Jan. 15, 2027, to common stock shareholders of record at the close of business on Dec. 10, 2026.
SoCalGas, a subsidiary of Sempra (SRE), contributed $50,000 to the Foundation for America's Public Lands to support Southern California stewardship activities. The support covers community cleanups and educational opportunities. Volunteer events include an Imperial Sand Dunes cleanup on November 13–14, 2026, and a Santa Rosa and San Jacinto Mountains cleanup on November 21, from 8 a.m. to noon, meeting at the national monument visitor center in Palm Desert.
Oncor, indirectly majority-owned by Sempra (SRE), reported third-quarter 2026 net income of $572 million, up from a year earlier. Net income was $380 million in third-quarter 2025; revenue rose to $2,296 million from $1,845 million. Oncor attributed earnings growth to higher regulated revenues, updated rates, consumption and customer growth. Nine-month net income reached $1,212 million versus $820 million, while operating cash flow increased to $2,239 million from $1,411 million.
Oncor deployed approximately $6.3 billion of capital through September and remains on plan for approximately $9.0 billion in 2026. It projects an approximately 20% increase in its 2027–2031 base capital plan, with final details expected in first-quarter 2027. Batch Zero large-load projects remain outside the current base plan pending further study. Available liquidity totaled approximately $3.7 billion on November 4, 2026.
Sempra (NYSE: SRE) reported third-quarter 2026 GAAP earnings of $877 million, up from the prior year, and updated its annual outlook. Diluted earnings per share rose to $1.34 from $0.12; adjusted EPS increased to $1.40 from $1.11. Nine-month GAAP earnings reached $2.710 billion versus $1.444 billion.
Sempra updated 2026 GAAP EPS guidance to $7.41–$8.41 and expects the high end of its $4.80–$5.30 adjusted range. It affirmed 2027 EPS guidance of $5.10–$5.70, but pending regulatory outcomes could push results into the lower half unless mitigated. Oncor projects an approximately 20% increase in its 2027–2031 base capital plan versus 2026–2030. The sale of a 45% Sempra Infrastructure Partners stake to KKR affiliates is expected to close within two weeks. Ecogas was sold in August. Quarterly results included a $149 million after-tax regulatory charge.
Oncor Electric Delivery Company, indirectly majority-owned by Sempra (SRE), plans to release third-quarter 2026 results on November 5. The release will be available at oncor.com before Sempra's results call at 12 p.m. ET, which will include Oncor's operational and financial results. Oncor plans to file its Form 10-Q for the period ended September 30, 2026 after the call.
Sempra (SRE) plans to release its third-quarter 2026 earnings results by 8 a.m. ET on November 5, 2026. Senior leaders will host a conference call with a slide presentation at 12 p.m. ET that day. Materials will be published before market open. Registration for the live webcast and related materials will be available through Sempra's Investors site.
SoCalGas, a subsidiary of Sempra (SRE), celebrated its new headquarters in downtown Los Angeles with public officials. Mayor Karen Bass joined business and community leaders for the ceremony at the company's new home, 2CAL at 350 S. Grand Ave. SoCalGas is the building's anchor tenant and remains headquartered within the city's downtown core.
Sempra Infrastructure (SRE) signed a 20-year sales and purchase agreement with Petrobras for approximately 0.8 million tonnes per annum of liquefied natural gas sourced from Sempra Infrastructure's contracted liquefaction capacity at the Port Arthur LNG Phase 2 project in Texas.
Port Arthur LNG Phase 2 reached a positive final investment decision in September 2025 and will add two liquefaction trains with about 13 Mtpa of capacity, increasing total Port Arthur LNG capacity from about 13 Mtpa in Phase 1 to up to approximately 26 Mtpa. Phase 1, now under construction, is expected to achieve commercial operations for trains 1 and 2 at or near the end of 2027 and in 2028, while Phase 2 trains 3 and 4 are expected to start in 2030 and 2031. Petrobras becomes the first South American company in Sempra Infrastructure's LNG customer portfolio.
Sempra (SRE) marked what it calls its next chapter of growth on Sept. 8, 2026, as its chairman and CEO Jeffrey W. Martin and board members rang the opening bell at the New York Stock Exchange.
The ceremony highlights a refined strategy focused on meeting rising U.S. energy demand, with a record $65 billion 2026-2030 capital plan. Approximately 95% of planned investments are directed to regulated utilities, supporting an objective that about 95% of earnings come from regulated U.S. utilities in 2027. The company also aims to have more than 60% of its rate base in Texas through the end of the decade, while serving nearly 40 million consumers through expanded and modernized energy infrastructure.