Adjusted Earnings and Adjusted EPS Presentation slide image

Adjusted Earnings and Adjusted EPS Presentation

2023 Adjusted EPS Guidance Range (Unaudited) Sempra 2023 Adjusted EPS Guidance Range of $4.30 to $4.60 excludes items (after the effects of income taxes and, if applicable, NCI) as follows: " " $(44) million equity losses from investment in Oncor Holdings related to a write-off of rate base disallowances resulting from the PUCT's final order in Oncor's comprehensive base rate review $(166) million impact from foreign currency and inflation on our monetary positions in Mexico $319 million net unrealized gains on commodity derivatives $(17) million net unrealized losses on a contingent interest rate swap related to the PA LNG Phase 1 project Sempra 2023 Adjusted EPS Guidance is a non-GAAP financial measure. This non-GAAP financial measure excludes significant items that are generally not related to our ongoing business activities and/or infrequent in nature. This non-GAAP financial measure also excludes the impact from foreign currency and inflation on our monetary positions in Mexico and net unrealized gains and losses on commodity derivatives, which we expect to occur in future periods, and which can vary significantly from one period to the next. Exclusion of these items is useful to management and investors because it provides a meaningful comparison of the performance of Sempra's business operations to prior and future periods. Sempra 2023 Adjusted EPS Guidance Range should not be considered an alternative to Sempra 2023 GAAP EPS Guidance Range. Non-GAAP financial measures are supplementary information that should be considered in addition to, but not as a substitute for, the information prepared in accordance with GAAP. The table below reconciles Sempra 2023 Adjusted EPS Guidance Range to Sempra 2023 GAAP EPS Guidance Range, which we consider to be the most directly comparable financial measure calculated in accordance with GAAP. Sempra GAAP EPS Guidance Range Full-Year 2023 $ 4.44 to $ 4.74 Excluded items: Equity losses from a write-off of rate base disallowances resulting from the PUCT's final order in Oncor's comprehensive base rate review 0.07 0.07 Impact from foreign currency and inflation on our monetary positions in Mexico 0.26 0.26 Net unrealized gains on commodity derivatives (0.50) (0.50) Net unrealized losses on a contingent interest rate swap related to the PA LNG Phase 1 project Sempra Adjusted EPS Guidance Range 0.03 0.03 $ 4.30 to $ 4.60 Weighted-average common shares outstanding, diluted (millions) 632 SEMPRA 29
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