-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Sempra公佈2026財年第一季調整後每股收益為1.51美元，年增4.9%，與市場預期一致；營收為36.55億美元，年減3.9%，低於預期11.3%，主要原因是Sempra California的天然氣收入下降。各公用事業部門的營運表現強勁，其中Sempra Texas的收益成長17.1%至1.71億美元，Sempra Infrastructure的收益成長18.7%至2.16億美元。我們積極看待該公司執行其創紀錄的650億美元五年資本計劃，該計劃旨在到2030年實現11%的費率基數複合年增長率，其中第一季已投入30億美元。管理層重申了2026年全年每股收益預期為4.80-5.30美元，2027年為5.10-5.70美元，並維持7%-9%的長期成長目標。我們預計待完成的SI Partners和Ecogas交易將於2026年第二季至第三季完成，有助於償還債務、改善信用指標，並將業務結構調整為95%的受監管公用事業。我們認為，憑藉強勁的基礎設施投資和資產負債表優化舉措，Sempra仍處於實現可持續獲利成長的有利地位。
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