SRE

San Diego, California-based Sempra (SRE), with a market capitalization of approximately $54.6 billion, is an energy infrastructure holding company that owns regulated utilities in California and Texas, including Oncor, San Diego Gas & Electric, and Southern California Gas Company. It also holds an ownership interest in liquefied natural gas (LNG) export infrastructure, supporting reliable energy delivery and long-term growth. SRE is scheduled to report its Q3 fiscal 2026 earnings on Thursday, November 5, 2026, before the market opens. Ahead of the release, analysts expect diluted EPS of $1.18, up 6.3% from $1.11 in the year-ago quarter. Notably, SRE has met or exceeded Wall Street's EPS estimates in each of the past four quarters. - Broadcom's Hock Tan Says AI's Next Bottleneck Isn't Chips, Power, or Memory. It's Not a Tech Problem at All. - Google Hits Major Quantum Breakthrough. This Could Be a Game-Changer for GOOGL Stock. - 63 Reasons Point to CoreWeave's Default. Yet Goldman Sachs Upgraded It to a 'Buy' for 1 Key Reason. - Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts expect SRE to report EPS of $5.13, representing a 9.4% increase from $4.69 in fiscal 2025. Furthermore, EPS is projected to rise another 7.6% year over year to $5.52 in fiscal 2027. Over the past 52 weeks, SRE stock has climbed 7.9%, lagging the S&P 500 Index ($SPX), which returned 14.4%. However, SRE outperformed the State Street Utilities Select Sector SPDR ETF (XLU), which declined 5.2% over the same period. Sempra's mixed second-quarter results offer context for its stock's relative underperformance. In its Aug. 6 report, the company posted adjusted earnings of $1.16 per share, exceeding analysts' expectations of $1.01. However, revenue totaled $3 billion, falling short of the $3.22 billion forecast. Sempra also projected full-year earnings of $4.80 to $5.30 per share. On a more positive note, Sempra's subsidiary, Sempra Infrastructure, signed a 20-year LNG supply agreement with Petróleo Brasileiro S.A. - Petrobras (PBR) on September 14, 2026. Under the agreement, Sempra Infrastructure will supply approximately 0.8 million tonnes of LNG annually from the Port Arthur LNG Phase 2 project. The deal expands Sempra Infrastructure's global customer base and may improve long-term revenue visibility, with the project's third and fourth trains expected to begin commercial operations in 2030 and 2031, respectively. Analysts remain somewhat bullish on SRE, with a consensus "Moderate Buy" rating. Of the 21 analysts covering the stock, 14 recommend a "Strong Buy," one rates it a "Moderate Buy," and six recommend a "Hold." SRE's average price target of $97.66 implies a 15.2% premium over the current share price. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Bloom Energy BE is scheduled to release third-quarter 2026 results on Oct. 22, after market close. The Zacks Consensus Estimate for earnings is currently pegged at 71 cents per share on revenues of $1.07 billion. Third-quarter earnings estimates have remained unchanged over the past 60 days. The bottom-line projection indicates a 373.3% jump from the year-ago number. The Zacks Consensus Estimate for quarterly revenues indicates a year-over-year increase of 106.3%. Image Source: Zacks Investment Research Bloom Energy's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 164.1%. Image Source: Zacks Investment Research Our proven model does not predict an earnings beat for Bloom Energy this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you can see below. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. BE's Earnings ESP: Bloom Energy has an Earnings ESP of -5.63% at present. Zacks Rank of BE: The company currently carries a Zacks Rank #3. Some companies in the same industry with the right combination of the two factors for an earnings beat this season are Sempra Energy SRE, GE Vernova Inc. GEV and Talen Energy Corporation TLN. SRE, GEV and TLN have an Earnings ESP of +1.78%, +5.47% and +35.9%, respectively. All stocks currently carry a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. Bloom Energy's third-quarter performance is likely to have benefited from rising demand for clean, on-site power solutions. Prolonged utility interconnection timelines have been driving the need for faster access to electricity, making the company's grid-independent power systems increasingly attractive. This trend is expected to have supported quarterly earnings. Bloom Energy's strategic partnership with American Electric Power and major corporate contracts are likely to have supported its earnings. The company's third-quarter performance is expected to have benefited from ongoing product cost reductions and rising demand for reliable, on-site power solutions from AI hyperscalers and manufacturing facilities. Bloom Energy's earnings have been boosted by a diversified customer base and growing orders across multiple industries. Its ability to deliver reliable, on-site power solutions with shorter deployment timelines makes BE an attractive choice for customers facing grid constraints and interconnection delays. Return on equity ("ROE") measures how well a company is utilizing its shareholders' funds to generate profits. ROE compares net income with shareholders' equity. ROE of Bloom Energy was 35.45% compared with the industry average of 8.28%. Image Source: Zacks Investment Research BE's shares have gained 1.4% in the past six months against the Zacks Alternative Energy – Other industry's decline of 19.8%. Image Source: Zacks Investment Research Bloom Energy is currently trading at a premium valuation compared with its industry, with a forward 12-month price-to-sales (P/S) ratio of 10.8X. The industry is currently trading at 4.6X. Image Source: Zacks Investment Research Bloom Energy is well positioned to benefit from rising AI-driven electricity demand, expanding hyperscaler partnerships and a growing order backlog. Its ability to rapidly deploy reliable power solutions amid grid constraints, coupled with cost reductions and disciplined expense management, is expected to have improved margins, cash flows and earnings visibility. The company anticipates increased adoption of its Energy Server systems among utilities and commercial customers for grid support and on-site power generation. Declining product costs could enhance competitiveness, while growing demand for dependable electricity amid aging infrastructure, extreme weather and conventional power plant retirements creates additional growth opportunities. However, Bloom Energy faces challenges from its premium valuation, intense competition and potential project execution delays. Rising material costs, supply-chain disruptions and dependence on large customer contracts could pressure margins and revenues. Any slowdown in AI-related electricity demand or customer investments may also affect its near-term performance. Bloom Energy is poised to report strong quarterly results, driven by sustained demand for its scalable power solutions. Its ability to quickly deploy customized Energy Server systems provides a competitive advantage, while combustion-free power generation with no on-site greenhouse gas emissions supports customers' decarbonization efforts and sustainability goals. Given Bloom Energy's premium valuation, prospective investors may be better off waiting for a more attractive entry point before adding the stock to their portfolios. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bloom Energy Corporation (BE) : Free Stock Analysis Report Sempra (SRE) : Free Stock Analysis Report Talen Energy Corporation (TLN) : Free Stock Analysis Report GE Vernova Inc. (GEV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

LOS ANGELES, Oct. 6, 2026 /PRNewswire/ -- Los Angeles Mayor Karen Bass today joined Southern California Gas Company (SoCalGas), a subsidiary of Sempra (NYSE: SRE), public officials and community leaders for a ceremony celebrating SoCalGas' new headquarters in downtown Los Angeles. Media assets here SoCalGas' relocation to 2CAL at 350 S. Grand Ave. marks a new chapter in the company's nearly 160-year history in Los Angeles. "Downtown L.A. serves as the economic, cultural and civic heart of our city and is essential to a vibrant Los Angeles," said Mayor Bass. "We celebrate SoCalGas' continued commitment to Los Angeles and its role in supporting the revitalization and success of our city and its core." "For nearly 160 years, SoCalGas has provided safe, affordable and reliable energy that has helped Los Angeles grow, powering homes and businesses across the region," said Caroline Winn, chair of the board of SoCalGas. "From our earliest days lighting Main Street with gas lamps to serving more than 21 million consumers today, we are proud to continue building on that legacy. As we begin this next chapter in downtown Los Angeles, we remain committed to strengthening the communities we serve." The event also brought together Assemblymember Mark González and other business and community leaders. "SoCalGas has been a longstanding community partner: investing in our neighborhoods, supporting local organizations, and helping improve the quality of life for the people it serves," said Assemblymember González. "This commitment is one of the many reasons the company continues to be such a vital part of Los Angeles and Southern California." "SoCalGas has been part of the downtown L.A. community for generations, and we are proud to celebrate this milestone with them," said Nella McOsker, president and chief executive officer of the Central City Association of Los Angeles. "We applaud them for keeping hundreds of jobs in our city's central business district, helping support a vibrant and thriving downtown." "Affordable and reliable energy is essential to businesses of every size, from small businesses to major employers across our region," said Maria S. Salinas, president and chief executive officer of the Los Angeles Area Chamber of Commerce. "SoCalGas plays an important role by continuing to provide the energy that helps power economic growth and serve communities across Los Angeles and Southern California." "We are thrilled to welcome SoCalGas to 2CAL and look forward to supporting its continued success in the heart of the city," said Shaul Kuba, co-founder and principal of CIM Group, which manages 2CAL. "2CAL offers a dynamic workplace environment for SoCalGas employees, and we are proud that the property will serve as the company's new downtown L.A. home." Founded as the Los Angeles Gas Company in 1867, the company helped illuminate a growing city with gas lamps along Main Street near what is now Los Angeles Plaza. Nearly 160 years later, SoCalGas remains headquartered in downtown Los Angeles, having relocated within the city's core only three times throughout its history. As one of the largest employers in downtown Los Angeles, SoCalGas will have more than 700 employees working from its new headquarters at 2CAL, where the company serves as the building's anchor tenant. About SoCalGas SoCalGas is the largest gas distribution utility in the United States, serving more than 21 million consumers across approximately 24,000 square miles of Central and Southern California. Our mission is: Safe, Reliable, and Affordable energy delivery today. Ready for tomorrow. SoCalGas is a recognized leader in the energy industry and has been named Corporate Member of the Year by the Los Angeles Chamber of Commerce for its volunteer leadership in the communities it serves. SoCalGas is a subsidiary of Sempra (NYSE: SRE), a leading U.S. utility growth business. For more information, visit SoCalGas.com/newsroom or connect with SoCalGas on social media @SoCalGas. Message funded by shareholders. View original content to download multimedia:https://www.prnewswire.com/news-releases/los-angeles-mayor-karen-bass-public-officials-business-and-community-leaders-join-socalgas-to-celebrate-new-downtown-headquarters-302900061.html

Sempra stock has delivered a gain of 43.3% over the past five years, yet on broad valuation checks it still leans expensive rather than clearly cheap. Recent share price weakness adds another wrinkle for investors trying to judge whether the current level fairly reflects the utility group's prospects. The 43.3% return over five years points to solid longer term value creation, which now raises the question of how much of that progress is already reflected in the share price. The recent sale of Ecogas México may support capital recycling and balance sheet strength. However, any execution missteps in refocusing on core regulated utilities in Texas and California could weigh on how investors view Sempra's risk profile. With a value score of 2 out of 6, Sempra does not screen as a clear bargain on the broader valuation checks. The issue now is whether Sempra's current valuation still offers enough potential reward to compensate for the risks around its refocused utility portfolio and capital allocation plans. Compare Sempra's valuation and recent returns with a hand picked list of other regulated utilities through the 39 power grid technology and infrastructure stocks P/E works well for Sempra because earnings are a key focus for regulated utilities where cash flows are shaped by approved returns. Sempra trades on a P/E of about 23.6x, compared with an integrated utilities industry average of roughly 18.4x and a peer group average near 19.9x. On raw comparison, investors are paying a premium for each dollar of Sempra's earnings relative to many similar utilities. The fair P/E ratio for Sempra, based on its specific profile, is estimated at about 26.1x. That is modestly above the current 23.6x level. Despite the recent Ecogas México sale supporting the capital recycling story, the market multiple still sits a little below what this model implies would be justified for Sempra's earnings. Overall, Sempra stock appears roughly fairly valued on its P/E multiple, with only a small discount to the modelled fair ratio. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives pick up where this Sempra valuation puzzle leaves off. They spell out what would need to happen to Sempra's growth, margins and earnings for the stock to be worth materially more or less than today's price, and they sit on the company's Community page. Each one treats fair value as a thesis about Sempra's business that you can track over time rather than a one off snapshot. You can add your voice to the Sempra conversation by sharing a Narrative that lays out a clear, number driven view on whether the Ecogas México sale really supports the value the current share price implies. Set out your thesis now and see how it holds up as Sempra's execution and results unfold. Do you think there's more to the story for Sempra? Head over to our Community to see what others are saying! On the current P/E, Sempra looks about right rather than clearly undervalued or overvalued. The premium to industry and peer averages suggests the market already prices in a relatively strong outcome for the refocused utility portfolio and capital plans. The low value score signals that broader checks do not flag a clear bargain, so the appeal now rests on whether Sempra can execute cleanly on its shift toward core regulated operations. The key question from here is whether that execution and risk profile ultimately support the existing earnings multiple or lead to a reset in expectations. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SRE. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Interested in Sempra Energy? Here are five stocks we like better. Sempra reported strong second-quarter results, with adjusted earnings rising to $1.16 per share from $0.89 a year earlier, while reaffirming its 2026 and 2027 EPS guidance and 7%–9% long-term growth target. The company is advancing a $65 billion capital plan and expects the planned SI Partners stake sale to simplify operations, recycle capital into regulated utilities and remove nearly $9 billion of debt from its balance sheet. Texas growth remains a major opportunity: Oncor has a $47.5 billion base capital plan plus $10 billion in identified projects, while potential large-load interconnections could significantly expand future transmission investment. 3 Stocks Investing $650 Billion in the U.S.—Should You Invest? Sempra Energy (NYSE:SRE) affirmed its 2026 and 2027 earnings guidance as management highlighted higher earnings across its business segments, a planned asset-sale strategy and growing transmission investment opportunities in Texas during its second-quarter earnings call. The company reported second-quarter 2026 GAAP earnings of $796 million, or $1.21 per diluted share, compared with $461 million, or $0.71 per share, in the prior-year quarter. On an adjusted basis, earnings rose to $762 million, or $1.16 per share, from $583 million, or $0.89 per share, a year earlier. → Sandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is Falling 3 Utility Stocks to Weather Market Storms Chief Executive Officer Jeff Martin said the company’s operating businesses were executing well and that year-to-date adjusted earnings per share showed double-digit gains, with positive contributions from each of its three growth segments. Chief Financial Officer Karen Sedgwick said Sempra reaffirmed its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30 and its 2027 range of $5.10 to $5.70. The company also maintained its projected long-term EPS growth rate of 7% to 9%. → No Hangover: Revisiting Microsoft One Week After Earnings Sedgwick said the company remains focused on closing the pending sale of a 45% equity stake in SI Partners, strengthening its balance sheet after the transaction and advancing its $65 billion capital plan. The transaction is expected to close later in the third quarter. Martin said the SI Partners sale supports Sempra’s strategy of simplifying its business model, recycling capital into regulated utilities and reducing the need for common equity under its current capital plan. The transaction is also expected to deconsolidate nearly $9 billion of debt from Sempra’s balance sheet. → MarketBeat Week in Review – 08/03 - 08/07 Management said it expects Texas to become a larger share of the company’s operations, with a goal for the state to account for more than 60% of Sempra’s total rate base by 2030. Sempra emphasized growth prospects at Oncor, its Texas electric transmission and distribution business, as ERCOT recorded an all-time peak load of 91 gigawatts in July. Oncor’s five-year base capital plan totals $47.5 billion, supplemented by $10 billion in identified incremental capital opportunities through 2030. The incremental opportunities include $4 billion of North and Central Texas transmission upgrades endorsed by ERCOT, $3 billion of non-Permian Basin reliability projects endorsed in 2025 and approximately $3 billion associated with a system resiliency plan filing expected next year. Martin said Oncor expects its next five-year capital-plan update on Sempra’s fourth-quarter call. He said management expects the plan to increase and that the business has flexibility to sequence projects within its capital program. The Public Utility Commission of Texas recently approved ERCOT’s Batch Zero process for evaluating and sequencing large-load interconnection requests. Sempra said 44 GW of load requests could be eligible as base or studied load on Oncor’s transmission system, including 27 GW classified as base load and 17 GW requiring further system-wide reliability analysis. That potential load would equal a 140% increase over Oncor’s current system peak load of 31 GW. About 8 GW of the 44 GW is already connected and expected to ramp toward full utilization, according to management. Oncor holds nearly $6 billion in collateral from large-load customers, including more than $2 billion related to the Batch Zero submissions. Management said any transmission projects ultimately required through Batch Zero would be incremental to both Oncor’s base plan and its currently identified incremental opportunities. ERCOT’s timeline for identifying potential transmission projects is expected to extend beyond February 2027, meaning Oncor’s next capital-plan update is not expected to include Batch Zero-related investments. Oncor CEO Allen Nye said the company’s overall interconnection queue reached 298 GW. He said the difference between a previously cited 127.5 GW advanced pipeline and the 44 GW in Batch Zero reflects stricter requirements under the finalized Batch Zero rules, including completed studies, financial security, site control and contracting-resource attestations. Martin said Sempra Infrastructure is progressing on the planned sale of Ecogas in Mexico after receiving a regulatory approval, with the transaction expected to close later in August. At ECA LNG Phase 1, Sempra Infrastructure CEO Justin Bird said the company identified damage to equipment connected to mixed refrigerant compressors following planned maintenance and inspections after its first cargo export in July. The company is working with its engineering, procurement and construction contractor and the original equipment vendor on the cause and remediation plan. Bird said ECA LNG Phase 1 is expected to reach substantial completion in the fourth quarter of 2026, with sales under long-term sale-and-purchase agreements beginning shortly afterward. He said the company does not anticipate further delays and that ECA’s substantial completion is not a condition precedent for the SI Partners transaction. Management also said Port Arthur LNG Phases 1 and 2 remain on time and on budget. Sedgwick said the SI Partners transaction is central to Sempra’s credit-improvement efforts. She said Moody’s is monitoring the closing of the transaction, associated debt deconsolidation and progress on infrastructure-project milestones. Sedgwick said she expects rating-agency changes could come early next year, while noting the company is meeting regularly with rating agencies. Management said it remains constructive on California legislative discussions regarding wildfire liability and broader affordability and insurance issues, but declined to assess potential proposals before bill language is available. Martin said the company’s California rate base is growing at roughly 5%, compared with utility-platform growth of approximately 11% at the enterprise level. He said Sempra believes its existing California capital plan is appropriately sized to support safety, reliability and affordability. At the end of the call, Martin announced that Sedgwick will become the incoming chief executive officer of Southern California Gas Co. Justin Bird will become Sempra’s incoming chief financial officer. The leadership rotations are expected to take effect around the close of the SI Partners transaction later in the quarter. Sempra Energy is a San Diego–based energy infrastructure company that develops, owns and operates businesses delivering electricity and natural gas. Its operations include regulated utility services that provide electric and gas distribution to residential, commercial and industrial customers, as well as non‑regulated infrastructure businesses that develop and manage large-scale energy assets. The company's product and service portfolio spans electricity and natural gas delivery, transmission and storage, liquefied natural gas (LNG) facilities, power generation and electric transmission projects. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Sempra Energy Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Sempra (SRE) has moved into the spotlight after reporting second quarter 2026 results, with net income and earnings per share from continuing operations higher than a year ago while sales stayed broadly flat. The company also updated its full year 2026 GAAP EPS guidance to a range of US$5.02 to US$5.55 and affirmed its 2027 outlook. That keeps investor attention on how closely future reported results align with these targets. See our latest analysis for Sempra. Sempra's share price has been under pressure in recent weeks, with a 7 day share price return of 5.27% and a 30 day share price return of 12.01% that points to fading short term momentum, even as the 1 year total shareholder return of 5.63% and 5 year total shareholder return of 46.68% show a much stronger longer term picture. If Sempra's latest earnings have you thinking about where regulated energy and infrastructure could head next, it can help to widen your search using our screener for 36 power grid technology and infrastructure stocks Sempra's share price has slipped while analyst targets sit much higher, and internal value estimates point the other way again. Where does fair value really sit before you decide how those signals stack up? Sempra's most followed valuation narrative points to a fair value of $103.50 per share compared with the latest close at $83.88, which puts the company on many investors' watchlists as they weigh that gap. Read the complete narrative. Curious what sits behind that projected cash flow lift and higher earnings power? The narrative leans heavily on a carefully paced revenue path, margin expansion, and a lower future earnings multiple than many investors might expect. Result: Fair Value of $103.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Sempra still faces real swing factors, including potential regulatory shifts in California or Texas, and earnings sensitivity to long term LNG demand and policy changes. Find out about the key risks to this Sempra narrative. While the most popular narrative frames Sempra as 19% undervalued at $103.50 per share, the SWS DCF model tells a very different story. On that approach, Sempra at $83.88 trades well above an estimated future cash flow value of $46.26, which points to an overvalued outcome instead. These two signals pull in opposite directions and rest on very different assumptions about future growth and cash generation. The key question for you is which set of assumptions feels closer to how Sempra is likely to perform, and how much valuation risk you are prepared to carry as a result. Look into how the SWS DCF model arrives at its fair value. With Sempra pulling in both risks and rewards, do you feel the picture is balanced enough for your own portfolio decisions, or does it raise more questions that need answering? To weigh those trade offs quickly and shape your own view, start with the 2 key rewards and 3 important warning signs If Sempra's story has sharpened your thinking, do not stop here. A broader watchlist can help you spot opportunities before they become crowded trades. Spot potential bargains early by scanning screener containing 19 high quality undiscovered gems that pair solid fundamentals with limited current attention. Strengthen your downside protection by reviewing 79 resilient stocks with low risk scores that score well on resilience and financial stability. Build a watchlist of potential value opportunities by checking 51 high quality undervalued stocks that combine quality metrics with marked price discounts. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SRE. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Sempra (SRE) reported $3 billion in revenue for the quarter ended June 2026, representing a year-over-year decline of 0.1%. EPS of $1.16 for the same period compares to $0.89 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $3.22 billion, representing a surprise of -6.83%. The company delivered an EPS surprise of +14.85%, with the consensus EPS estimate being $1.01. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Sempra performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Sempra Infrastructure: $512 million versus $618.73 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.4% change. Revenue- Southern California Gas (SoCalGas): $1.19 billion compared to the $1.34 billion average estimate based on two analysts. Revenue- San Diego Gas & Electric (SDG&E): $1.37 billion versus $1.3 billion estimated by two analysts on average. Revenue- Oncor Holdings (TEXAS): $2.06 billion versus $1.96 billion estimated by two analysts on average. Earnings (losses) attributable to common shares- Sempra Infrastructure: $230 million compared to the $184.11 million average estimate based on two analysts. Earnings (losses) attributable to common shares- Parent & Other: $-77 million compared to the $-105.52 million average estimate based on two analysts. Earnings (losses) attributable to common shares- Southern California Gas (SoCalGas): $107 million compared to the $113.76 million average estimate based on two analysts. Earnings (losses) attributable to common shares- San Diego Gas & Electric: $190 million versus $164.5 million estimated by two analysts on average. Earnings (losses) attributable to common shares- Sempra Texas Utilities: $346 million versus $372.83 million estimated by two analysts on average. View all Key Company Metrics for Sempra here>>> Shares of Sempra have returned -10.9% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Sempra (SRE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Talen Energy Corporation (TLN) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $3.2 per share. This compares to a loss of $1.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -95.00%. A quarter ago, it was expected that this power generation and infrastructure company would post earnings of $5.28 per share when it actually produced earnings of $5.55, delivering a surprise of +5.11%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Talen Energy Corporation, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $747 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 5.75%. This compares to year-ago revenues of $630 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Talen Energy Corporation shares have lost about 9.3% since the beginning of the year versus the S&P 500's gain of 13%. While Talen Energy Corporation has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Talen Energy Corporation was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $9.84 on $1.21 billion in revenues for the coming quarter and $23.87 on $4.44 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Sempra (SRE), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This natural gas and electricity provider is expected to post quarterly earnings of $1.01 per share in its upcoming report, which represents a year-over-year change of +13.5%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level. Sempra's revenues are expected to be $3.22 billion, up 7.2% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Talen Energy Corporation (TLN) : Free Stock Analysis Report Sempra (SRE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Sempra SRE reported second-quarter 2026 adjusted earnings per share (EPS) of $1.16, which beat the Zacks Consensus Estimate of $1.01 by 14.9%. The bottom line increased 30.3% from the year-ago quarter’s figure of 89 cents.Including one-time items, the company generated GAAP earnings of $1.21 per share compared with 71 cents in the second quarter of 2025. Revenues of $2.997 billion missed the Zacks Consensus Estimate of $3.22 billion by 6.8%. The top line decreased 0.1% from $3 billion in the year-ago quarter. Sempra price-consensus-eps-surprise-chart | Sempra Quote Sempra California: Quarterly earnings amounted to $297 million compared with the year-ago quarter’s level of $259 million.Sempra Texas Utilities: Earnings in this segment increased to $346 million from $208 million in the year-ago quarter. Sempra Infrastructure: The segment recorded earnings of $230 million compared with $72 million in the year-ago quarter.Parent and Other: The segment reported a loss of $77 million, narrower than the prior-year period’s loss of $78 million. As of June 30, 2026, Sempra Energy’s cash and cash equivalents totaled $0.05 billion compared with $0.03 billion as of Dec. 31, 2025.As of the same date, long-term debt and finance leases amounted to $31.02 billion compared with $28.98 billion as of Dec. 31, 2025.Cash flow from operating activities in the first six months of 2026 totaled $3.12 billion compared with $2.27 billion in the year ago period. The company expects its 2026 adjusted earnings to be in the range of $4.80-$5.30 per share. The Zacks Consensus Estimate for 2026 earnings is pegged at $5.12 per share, higher than the midpoint of the company’s guided range.SRE has also provided a full-year 2027 EPS guidance of $5.10-$5.70. Sempra expects a 7-9% long???term EPS growth rate. Sempra Energy currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. TotalEnergies SE TTE reported second-quarter 2026 operating earnings of $2.68 (€2.31) per share, which lagged the Zacks Consensus Estimate of $3.07 by 12.7%. The bottom line improved 70.7% from the year-ago figure of $1.57 (€1.38).TTE’s total revenues for the second quarter were $57.1 billion, which increased from the year-ago reported figure of $47.9 billion by 27.8%. The metric lagged the Zacks Consensus Estimate of $60.18 billion by 5.13%.Energy Transfer LP ET reported second-quarter 2026 earnings of 59 cents per unit, which beat the Zacks Consensus Estimate of 39 cents by 51.28%. The bottom line increased 84.4% from 32 cents a year ago.ET’s revenues of $34.33 billion surpassed the consensus estimate of $31.09 billion by 10.42% and climbed 78.4% year over year.Devon Energy Corporation DVN reported second-quarter 2026 adjusted earnings of $1.57 per share, which beat the Zacks Consensus Estimate of $1.30 by 20.77%. DVN’s revenues of $7.41 billion surpassed the consensus estimate of $6.29 billion by 17.81% and increased 73.1% year over year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Sempra (SRE) : Free Stock Analysis Report Devon Energy Corporation (DVN) : Free Stock Analysis Report Energy Transfer LP (ET) : Free Stock Analysis Report TotalEnergies SE Sponsored ADR (TTE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research