Sempra (SRE) Q2 FY26 earnings call

Sempra delivered strong Q2 FY26 results, affirming its full-year EPS guidance and long-term growth rate, driven by robust performance across its utility segments. The company is strategically optimizing its portfolio through the imminent sale of SI Partners and Ecogas, recycling capital into its regulated utilities, particularly Oncor, which is poised for multi-decade growth from unprecedented electricity demand in Texas. While the ECA LNG Phase 1 commissioning faces a slight delay, the company remains constructive on its overall capital plan and regulatory environment, emphasizing a durable f