Sempra (SRE)

Sempra’s adjusted EPS topped expectations even as revenue missed consensus in the second fiscal quarter of 2026, with preliminary results reported Aug. 6 showing adjusted EPS of $1.16 versus the $1.01 estimate, about +14.9%, while revenue of about $3.0 billion fell short of the $3.14 billion view by 4.5%. Revenue was down 0.1% year over year from about $3.0 billion a year earlier, and gross margin held near 82% as gross profit came in at about $2.5 billion. Net income rose 123.0% to about $1.1 billion from $473 million a year ago, while adjusted EPS increased 30.3% from $0.89. Operating cash flow was about $3.1 billion, the company repurchased $21.0 million of stock, and it paid $826.0 million in dividends. Consensus for the next period calls for EPS of $1.13 on revenue of $3.20 billion.