| SRE |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.09 vs. cons $1.06 |
MEDIUM |
| SRE |
Report |
Sempra Texas segment earnings (Q2 2026) |
BEAT |
pred ~$290M vs. cons $278M |
HIGH |
| SRE |
Report |
Sempra Infrastructure segment earnings (Q2 2026) |
MISS |
pred ~$85M vs. cons $90M |
LOW |
| SRE |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$5.05 midpoint vs. cons $5.12 (FY2026) |
HIGH |
| SRE |
Guide |
EPS guidance |
LOWER |
guide ~$5.40 midpoint vs. cons $5.54 (FY2027) |
HIGH |
| SRE |
Guide |
Long-term EPS growth target |
UNCHANGED |
guide ~8.0% midpoint vs. cons 8.0% (2026-2030) |
HIGH |
| SRE |
Guide |
SI Partners transaction closing |
UNCHANGED |
guide ~Q3 2026 vs. cons Q3 2026 (closing period) |
MEDIUM |
| SRE |
Guide |
ECA LNG substantial completion |
UNCHANGED |
guide ~Q4 2026 vs. cons Q4 2026 (completion period) |
MEDIUM |
| SRE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| SRE |
Return |
5-day cumulative residual |
+1.0% (FADE) |
The initial relief response should reflect the Oncor-driven EPS beat and confirmation of the two transaction milestones, but the beat is largely a prior-period regulatory catch-up. Unchanged FY2026 guidance at ~$5.05 midpoint vs. $5.12 consensus and FY2027 guidance at ~$5.40 midpoint vs. $5.54 consensus leave out-period revision math flat to slightly negative, causing part of the day-1 move to fade. |
MEDIUM |