
Sempra Is Just Getting Started
Sempra is a 'Buy' for income and total returns, driven by electrification, AI data center demand, and LNG export growth. SRE reported strong adjusted EPS growth in Q3 2025, with robust contributions from regulated utilities and infrastructure segments. Management guides for 12% adjusted EPS growth in 2026, supported by $13B capital deployment and a $10B asset sale to fund expansion.


















