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Dec 31, 2023

Sempra Q4 2023 Earnings Report

Reported full-year and fourth-quarter earnings, announced a 20% increase in the capital plan to $48 billion, raised the annualized common stock dividend for the 14th consecutive year, narrowed full-year 2024 and issued 2025 EPS guidance ranges, and affirmed a 6-8% projected long-term EPS growth rate.

Key Takeaways

Sempra reported Q4 2023 GAAP earnings of $737 million, or $1.16 per diluted share, compared to $438 million, or $0.69 per diluted share, for Q4 2022. On an adjusted basis, Q4 2023 earnings were $719 million, or $1.13 per diluted share, compared to $743 million, or $1.17 per diluted share, for Q4 2022. The company is forecasting a company-record five-year capital plan of approximately $48 billion, representing a 20% increase from the previous capital plan.

Announced 20% Increase in Capital Plan to $48 Billion

Raised Annualized Common Stock Dividend for 14th Consecutive Year

Narrowed Full-Year 2024 and Issues 2025 EPS Guidance Ranges

Affirmed 6-8% Projected Long-Term EPS Growth Rate

Total Revenue
$3.49B
Previous year: $3.46B
+1.0%
EPS
$1.13
Previous year: $1.18
-4.2%
Gross Profit
$822M
Previous year: $1.04B
-21.2%
Cash and Equivalents
$236M
Previous year: $370M
-36.2%
Free Cash Flow
-$1.23B
Total Assets
$87.2B
Previous year: $78.6B
+11.0%

Sempra

Sempra

Sempra Revenue by Segment

Forward Guidance

Sempra is narrowing its full-year 2024 earnings-per-common share (EPS) guidance range to $4.60 to $4.90 and announcing a full-year 2025 EPS guidance range of $4.90 to $5.25, which represents a 7% year-over-year increase from the midpoint of the full-year 2024 EPS guidance range. The company is also affirming its projected long-term EPS growth rate of approximately 6% to 8%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income