-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Sempra公布2026财年第一季度调整后每股收益为1.51美元，同比增长4.9%，与市场预期一致；营收为36.55亿美元，同比下降3.9%，低于预期11.3%，主要原因是Sempra California的天然气收入下降。各公用事业部门的运营表现强劲，其中Sempra Texas的收益增长17.1%至1.71亿美元，Sempra Infrastructure的收益增长18.7%至2.16亿美元。我们积极看待该公司执行其创纪录的650亿美元五年资本计划，该计划旨在到2030年实现11%的费率基数复合年增长率，其中第一季度已投入30亿美元。管理层重申了2026年全年每股收益预期为4.80-5.30美元，2027年为5.10-5.70美元，并维持7%-9%的长期增长目标。我们预计待完成的SI Partners和Ecogas交易将于2026年第二季度至第三季度完成，这将有助于偿还债务、改善信用指标，并将业务结构调整为95%的受监管公用事业。我们认为，凭借强劲的基础设施投资和资产负债表优化举措，Sempra仍处于实现可持续盈利增长的有利地位。
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