SEMPRA 5-Year Capital Plan slide image

SEMPRA 5-Year Capital Plan

Q1-2023 Adjusted Earnings Drivers 1. 2. $924M ($32M) $14M ($35M) $71M ($56M) Higher Net Interest Expense + Lower Income Tax Benefits Higher Base Operating Margin + Lower Equity Earnings from Higher NCI² Higher Regulatory Depreciation Interest Income Higher Transportation Earnings + Interest and O&M Expense Asset Q1-20221 SEMPRA CALIFORNIA + Lower Consumption² SEMPRA TEXAS $36M Optimization + Higher Net Interest + Lower Net Income Tax Benefit² Return on Investment for Certain Benefit Plans + Higher Net Interest Expense + Other SEMPRA INFRASTRUCTURE $922M Q1-20231 Other See Appendix for information regarding Adjusted Earnings, which is a non-GAAP financial measure. GAAP Earnings for Sempra for Q1-2022 and Q1-2023 were $612M and $969M, respectively. See Appendix for information regarding Adjusted Earnings Drivers at Sempra Texas and Sempra Infrastructure, which are non-GAAP financial measures. GAAP Earnings at Sempra Texas were $79M lower. GAAP Earnings Drivers from higher NCI and Higher Transportation Earnings + Asset Optimization + Higher Net Interest + Lower Net Income Tax Benefit at Sempra Infrastructure were $158M and $444M, respectively. SEMPRA 12
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