Sempra is investing nearly $13B to modernize its infrastructure, with approximately $3 billion in capital expenditures in Q1 2026. Through Sempra Infrastructure Partners (25% owned by Sempra), the company owns and operates liquefied natural gas facilities in North America and infrastructure in Mexico. The company ranked in the top 10% for talent readiness among S&P 500 companies and in the top 38% for innovation and commitment to new technologies.
Cyborg Score Rationale
2025 revenue grew 3.92% to $13.70 billion, with Q1 2026 showing solid earnings momentum ($1.51 per diluted share adjusted). The company maintains a 2026 adjusted EPS forecast of $4.80–$5.30. However, operating margins have been declining at -2.7% annually and the Altman Z-Score of 1.14 suggests potential financial distress.
Top Insights
ECA LNG Phase 1 liquefaction project in Ensenada, Mexico has begun producing LNG as part of a major infrastructure expansion
Named to The Wall Street Journal's inaugural Best Companies for the Future list (June 2026), assessed on long-term success in evolving business environment
Long-term outlook guidance of $6.70–$7.50 EPS for 2030 indicates management confidence in growth trajectory
Dividend and momentum scores are particularly strong, with solid fundamentals across most metrics
Named Competitors
Duke Energy — Regulated electric and gas utility serving Carolinas, Florida, and Midwest
American Electric Power — Major regulated utility covering 11 U.S. states
NextEra Energy — Leading utility with renewables and transmission assets
Cheniere Energy — Major LNG export and infrastructure provider
Recent Developments
(June 2026) Sempra named to WSJ Best Companies for the Future list and ranked top 10% for talent readiness among S&P 500 companies
(June 2026) ECA LNG Phase 1 project in Mexico successfully started producing liquefied natural gas
(May 2026) Q1 2026 earnings of $1.51 per diluted share adjusted, exceeding Q1 2025 performance; reaffirmed 2026 EPS guidance of $4.80–$5.30
(June 2026) Sempra Infrastructure announced new CEO for infrastructure segment operations
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