Mar 31, 2023

Sempra Q1 2023 Earnings Report

Sempra announced first-quarter earnings, finalized base rate review at Oncor, increased Oncor's five-year capital plan by $4 billion, updated Sempra’s five-year capital plan to $40 billion, and issued full-year 2024 EPS guidance range.

Key Takeaways

Sempra reported first-quarter 2023 earnings of $969 million, or $3.07 per diluted share, compared to first-quarter 2022 earnings of $612 million, or $1.93 per diluted share. On an adjusted basis, the company’s first-quarter 2023 earnings were $922 million, or $2.92 per diluted share, compared to $924 million, or $2.91 per diluted share, in 2022.

Sempra's strategy focuses on building new energy networks in North America to improve energy security and support decarbonization.

The company announced a new five-year capital plan of $40 billion for 2023-2027 to improve safety, bolster reliability, and support cleaner energy delivery.

Oncor received a final order from the Public Utility Commission of Texas (PUCT) in its base rate review proceeding.

Sempra Infrastructure Partners reached a positive final investment decision for the development, construction and operation of the Port Arthur LNG Phase 1 project in Jefferson County, Texas.

Total Revenue
$6.56B
Previous year: $3.82B
+71.7%
EPS
$1.46
Previous year: $1.46
+0.0%
Gross Profit
$2.36B
Previous year: $1.59B
+48.3%
Cash and Equivalents
$534M
Previous year: $2.52B
-78.8%
Free Cash Flow
$150M
Previous year: $403M
-62.8%
Total Assets
$80.5B
Previous year: $74.9B
+7.5%

Sempra

Sempra

Sempra Revenue by Segment

Forward Guidance

Sempra is updating its full-year 2023 GAAP earnings per common share (EPS) guidance range of $8.76 to $9.36, affirming its full-year 2023 adjusted EPS guidance range of $8.60 to $9.20 and announcing its full-year 2024 EPS guidance range of $9.10 to $9.80. The company is also affirming its projected long-term EPS growth rate of 6% to 8%.

Positive Outlook

  • Sempra is updating its full-year 2023 GAAP earnings per common share (EPS) guidance range of $8.76 to $9.36
  • Sempra is affirming its full-year 2023 adjusted EPS guidance range of $8.60 to $9.20
  • Sempra is announcing its full-year 2024 EPS guidance range of $9.10 to $9.80.
  • Sempra is affirming its projected long-term EPS growth rate of 6% to 8%.
  • Continued strong execution across our three growth platforms, together with significant projected rate base growth, support our positive view of the earnings power of our business going forward

Revenue & Expenses

Visualization of income flow from segment revenue to net income