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SRE · Q3 2026

SEMPRA

Reported 2026-08-06
BEAT
51EarnIQ signal
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Confidence rising

Mild quarter-over-quarter shift

Solid financial performance, strong Texas demand growth, and raised GAAP guidance signal robust ongoing operational momentum.

  • ✓Guidance was raised, with high specificity.
  • ✓Management tone registered as confident (85/100).
  • ✓EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected+8.5%$1.16 vs $1.07
Revenue: reported vs expected-6.9%$3.0B vs $3.2B
Guidance specificityHighRaised
Market expectations supplied by Finnhub · Reported vs consensus estimate

Across our management team, there is a consistent emphasis on execution, and our progress through the first half of the year is reflected in strong financial performance.

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