Sempra (SRE) Q3 2025 10-Q Quarterly Report

Filed: Nov 5, 2025Period ending Sep 30, 2025
Utilities
Gas & Other Services CombinedSEC EDGAR

Sempra (SRE) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 5, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Sempra Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • No quarterly revenue or YoY comparisons disclosed in provided MD&A text
  • No profitability or margin figures or changes reported in excerpt
  • No segment or product line performance metrics provided
  • Capital recycling program includes planned asset sales: 45% SI Partners stake for $9.99B (expected close 2026), Ecogas sale planned in 2026
  • Tariffs and trade actions pose risks to LNG export demand, project costs, and construction timelines; potential material adverse effects noted
  • No updated guidance or specific near-term outlook commentary included

Risk Factors

  • New risk: 2025 Mexican Energy Laws and regulations increase government control, preferential treatment for state-owned companies, and reduce permit terms, creating operational uncertainties
  • Most updated risk: Extended regulatory discretion in Mexico due to constitutional reforms and new laws, potentially impacting permit validity and project development timelines
  • Regulatory risk: Enforcement of 2025 Energy Laws could materially reduce Sempra Infrastructure’s revenues and asset recovery in Mexico, affecting financial condition
  • Operational risk: Land disputes and environmental/social permit challenges at Energía Costa Azul may materially disrupt regasification operations and liquefaction projects
  • Financial risk: Nine months 2025 cash flow from operating activities declined $166M YoY to $3.376B; investing activities outflow increased $2.309B to $(8.605)B driven by higher capital expenditures and Oncor contributions

Sempra Q3 2025 Quarterly Financials
XBRL

Revenue

$2.8B

+7.3% YoY +2.1% QoQ

Net Income

$95M

-85.4% YoY -79.9% QoQ

Net Margin

3.4%

-2182bp YoY -1407bp QoQ

Source: XBRL data from Sempra Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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