Latest Earnings Results: Q3 '26
Estimated EPS
$1.22
Reported EPS
$1.40
Surprise
+14.32%
Estimated Rev
$3.31B
Reported Rev
$3.19B
Surprise
-3.68%
• Reported GAAP EPS of $1.40 up 26.13% YoY • Reported revenue of $3.19B up 1.27% YoY • Sempra updated full-year 2026 GAAP EPS guidance to $7.41 to $8.41, guides to the high end of adjusted EPS guidance of $4.80 to $5.30, and affirmed 2027 EPS guidance of $5.10 to $5.70.
Bullish Takeaway
Sempra's third-quarter GAAP and adjusted earnings exceeded 2025 levels; Oncor projects a 20% increase in its 2027-2031 capital plan, and the planned 45% Infrastructure Partners sale remains on track.
Bearish Takeaway
Sempra's California 2027 earnings could be at the low end of segment guidance absent mitigation; third-quarter results included regulatory disallowances, while Oncor's Import Path 1 approvals face rehearing motions and appeals.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.20 | -- | -- | N/A |
Q3 '26 | $1.22 | $1.40 | 14.32% | BEAT |
Q2 '26 | $1.06 | $1.16 | 9.64% | BEAT |
Q1 '26 | $1.51 | $1.51 | -0.33% | MISSED |
Q4 '25 | $1.24 | $1.28 | 2.88% | BEAT |