Sempra’s chief financial officer Karen Sedgwick, together with CEO and Chairman Jeffrey W. Martin, announced during the 2023 year-end earnings call on Feb. 27日，该公司的资本计划将增加到480亿美元, 比之前的资本计划增加了20%.1
“Strong projected growth in Sempra’s core markets of California, Texas, Mexico 全球能源市场正在推动我们的五年资本计划大幅增加,” Sedgwick said. “扩大我们的资本活动也支持了我们能够实现可持续发展的信心, long-term value for our owners.”
Sempra’s family of companies have a long history 代表其客户进行投资，向北美的大型增长市场提供能源, dating back to the 1800s. The five-year capital plan comes as the company aims to stay at the forefront of its industry by making disciplined investments in new energy networks, connecting customers to new renewable power sources and pioneering smart grid technologies to advance reliability and safety. With energy essential to modern life, 这些投资旨在满足未来几年人们不断变化的能源需求.
“At Sempra, we’re a San Diego-based company with a track record of innovation and using new technology to better serve customers,” said Sedgwick, who has worked at the company since 1992. “We are proud of our progress in the energy transition and our reputation of delivering strong financial returns to our shareholders.”
In the same earnings update on Feb. 27日，森普拉宣布董事会宣布每股盈利0美元.该公司普通股的季度股息为每股62美元，即2美元.48 per share on an annualized basis, representing a 4.2% increase over 2023 and the 14th consecutive year the company has raised its annualized common stock dividend.
Sempra also announced that it is narrowing its full-year 2024 earnings-per-common share (EPS) guidance range to $4.60 to $4.1990年，并推出了2025年全年每股收益指导范围为4美元.90 to $5.25, 与去年每股收益指导区间的中点相比，同比增长了7%. 该公司还重申了其长期预期每股收益增长率约为6%至8%.
New energy networks to fulfill North America’s needs
The announcements from the 2023 year-end earnings call are the result of the company’s narrow focus within the energy value chain on transmission and distribution infrastructure that produce high quality recurring cash flows. In addition, Sempra’s business strategy creates opportunity for its customers to benefit from electrification and decarbonization trends in key markets.
“We are owners and operators of top tier transmission and distribution platforms located in some of North America’s largest markets, with a goal of delivering safe, reliable, 为我们的客户提供弹性和日益可持续的能源,” Sedgwick said.
利用创新推动长期可持续能源解决方案
Sempra及其家族企业近年来蓬勃发展, Sedgwick said, 在一定程度上是通过推动创新和新技术 three growth platforms - Sempra California, Sempra Texas和Sempra Infrastructure.
Across these three growth platforms — which deliver energy to nearly 40 million consumers — stakeholders have seen innovation that ranges from North America's first-ever clean hydrogen powered microgrid and home — the H2 Innovation Experience — and the Wildfire Next Generation System这是一种预测建模技术，有助于保护社区免受野火风险. 为了满足“孤星之州”快速增长的人口, Sempra Texas正在扩大其电网连接到新的可再生能源发电 harnesses the sun and wind 以满足不断增长的需求，而森普拉基础设施将继续 accelerate access to energy through its high-growth, lower carbon platform.
“As we look to the future, Sempra will continue to embrace innovation as we seek opportunities to provide cleaner and more secure energy for our customers and create a more sustainable business,” said Sedgwick. “By doing so, we give investors exposure to attract growth in the energy infrastructure sector with support of a growing dividend and a management team committed to providing superior, long-term returns.”
1 Refers to the increase from Sempra’s 2023 – 2027 capital plan to its 2024 – 2028 capital plan which includes $16.2B of Sempra’s proportionate ownership interest in projected capital expenditures at unconsolidated entities while excluding Sempra’s projected capital contributions to those entities, and excludes $8.6B of noncontrolling interest’s proportionate ownership interest in projected capital expenditures at Sempra and at unconsolidated entities. Sempra's capital plan and expectations regarding potential increases to its capital requirements are based on a number of assumptions, 如果数据不准确，将对森普拉的实际资本支出产生重大影响.
This article contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. 前瞻性陈述是基于对未来的假设, involve risks and uncertainties, and are not guarantees. 未来的结果可能与任何前瞻性陈述中所表达或暗示的内容存在重大差异. 这些前瞻性陈述仅代表我们在本文发布之日的估计和假设. 我们不承担因新信息而更新或修改任何前瞻性陈述的义务, future events or otherwise.
In this article, 前瞻性陈述可以通过“相信”等词来识别,” “expect,” “intend,” “anticipate,” “contemplate,” “plan,” “estimate,” “project,” “forecast,” “envision,” “should,” “could,” “would,” “will,” “confident,” “may,” “can,” “potential,” “possible,” “proposed,” “in process,” “construct,” “develop,” “opportunity,” “preliminary,” “initiative,” “target,” “outlook,” “optimistic,” “poised,” “maintain,” “continue,” “progress,” “advance,” “goal,” “aim,” “commit,” or similar expressions, or when we discuss our guidance, priorities, strategy, goals, vision, mission, opportunities, projections, intentions or expectations.
Factors, among others, that could cause actual results and events to differ materially from those expressed or implied in any forward-looking statement include: California wildfires, including potential liability for damages regardless of fault and any inability to recover all or a substantial portion of costs from insurance, 加州议会第1054号法案设立的野火基金, rates from customers or a combination thereof; decisions, investigations, inquiries, regulations, denials or revocations of permits, consents, approvals or other authorizations, renewals of franchises, and other actions, including the failure to honor contracts and commitments, by the (i) California Public Utilities Commission (CPUC), Comisión Reguladora de Energía, U.S. Department of Energy, U.S. 美国联邦能源管理委员会、德州公用事业委员会.S. 美国国税局和其他监管机构.S., Mexico and states, counties, cities and other jurisdictions therein and in other countries where we do business; the success of business development efforts, construction projects, acquisitions, divestitures, and other significant transactions, 包括以下风险:(1)能否作出最终投资决定, (二)按期、按预算完成建设工程或者其他交易的, (iii)如果完成这些工作，实现任何这些工作的预期收益, (iv) obtaining third-party consents and approvals, and (v) third parties honoring their contracts and commitments; macroeconomic trends or other factors that could change our capital expenditure plans and their potential impact on rate base or other growth; litigation, arbitrations, property disputes and other proceedings, and changes to laws and regulations, including those related to tax and trade policy and the energy industry in Mexico; cybersecurity threats, including by state and state-sponsored actors, of ransomware or other attacks on our systems or the systems of third parties with which we conduct business, including the energy grid or other energy infrastructure; the availability, uses, sufficiency, and cost of capital resources and our ability to borrow money or otherwise raise capital on favorable terms and meet our obligations, including due to (i) actions by credit rating agencies to downgrade our credit ratings or place those ratings on negative outlook, (ii) instability in the capital markets, or (iii) rising interest rates and inflation; the impact on affordability of San Diego Gas & Electric Company’s (SDG&E)和南加州天然气公司(SoCalGas)的客户费率及其资本成本和可持续发展目标&E’s, SoCalGas’ and Sempra Infrastructure’s ability to pass through higher costs to customers due to (i) volatility in inflation, interest rates and commodity prices, (ii) with respect to SDG&E’s and SoCalGas’ businesses, 满足加州对低碳和可靠能源需求的成本, 以及(iii)关于Sempra Infrastructure的业务, volatility in foreign currency exchange rates; the impact of climate and sustainability policies, laws, rules, regulations, disclosures and trends, 包括采取行动减少或消除对天然气的依赖, increased uncertainty in the political or regulatory environment for California natural gas distribution companies, the risk of nonrecovery for stranded assets, and uncertainty related to relevant emerging and early-stage technologies; weather, natural disasters, pandemics, accidents, equipment failures, explosions, terrorism, information system outages or other events, such as work stoppages, that disrupt our operations, damage our facilities or systems, 造成有害物质的释放或火灾，或使我们承担损害赔偿责任, fines and penalties, some of which may not be recoverable through regulatory mechanisms or insurance or may impact our ability to obtain satisfactory levels of affordable insurance; the availability of electric power, natural gas and natural gas storage capacity, 包括输电网故障造成的中断, pipeline system or limitations on the withdrawal of natural gas from storage facilities; Oncor Electric Delivery Company LLC’s (Oncor) ability to reduce or eliminate its quarterly dividends due to regulatory and governance requirements and commitments, including by actions of Oncor’s independent directors or a minority member director; and other uncertainties, 其中一些是难以预测的，超出了我们的控制范围.
这些风险和不确定性将在Sempra提交给美国环保局的报告中进一步讨论.S. Securities and Exchange Commission (SEC). 这些报告可通过EDGAR系统在SEC网站上免费获取.gov, and on Sempra’s website, yann-mathieux.com. 投资者不应过分依赖任何前瞻性陈述.
Sempra Infrastructure, Sempra Infrastructure Partners, Sempra Texas, Sempra Texas Utilities, Oncor and Infraestructura Energética Nova, S.A.P.I. de C.V. (IEnova)和加州公用事业公司SDG不一样&E or SoCalGas, and Sempra Infrastructure, Sempra Infrastructure Partners, Sempra Texas, Sempra Texas Utilities, Oncor and IEnova are not regulated by the CPUC.
