Company Snapshot

Investment Thesis

Sempra operates regulated utilities (San Diego Gas & Electric, SoCal Gas) and LNG infrastructure through Sempra Infrastructure. California grid modernization and LNG exports deliver stable growth.

  • California Utility Base: Electrification and wildfire hardening expand rate base.
  • LNG Platform: Cameron and Energia Costa Azul LNG projects tap global demand.
  • Capital Allocation: Asset recycling and partnerships fund large-scale investments.

Strategic Mix

Sempra California SDG&E and SoCalGas regulated utilities
Sempra Texas Utilities Oncor and Sharyland partnerships
Sempra Infrastructure LNG export, midstream, and clean power projects
Corporate/Other Holding company and support functions

Mix follows Sempra’s segment reporting post-reorganization.

Recent Performance

MTD TBD
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5Y TBD

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Strategic Insights

Wildfire Mitigation

Undergrounding and sectionalizing reduce liability risk.

LNG Growth

Phase 2 expansions and partnerships drive long-term contracted cash flow.

Texas Load Growth

Oncor benefits from industrial and data-center projects.

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