SEMPRA 5-Year Capital Plan slide image

SEMPRA 5-Year Capital Plan

Adjusted Earnings (Losses) by Business Units (Unaudited) Sempra Adjusted Earnings excludes items (after the effects of income taxes and, if applicable, NCI) in 2022 as follows: Year ended December 31, 2022: $(199) million impact associated with Aliso Canyon natural gas storage facility litigation and regulatory matters at SoCalGas ■ $(164) million impact from foreign currency and inflation on our monetary positions in Mexico ■ $(355) million net unrealized losses on commodity derivatives ■ $17 million net unrealized gains on a contingent interest rate swap related to the PA LNG Phase 1 project $(120) million deferred income tax expense associated with the change in our indefinite reinvestment assertion as a result of progress in obtaining regulatory approvals necessary to close the sale of a 10% NCI in SI Partners to ADIA Sempra Adjusted Earnings and Adjusted EPS are non-GAAP financial measures (GAAP represents generally accepted accounting principles in the United States of America). These non-GAAP financial measures exclude significant items that are generally not related to our ongoing business activities and/or are infrequent in nature. These non-GAAP financial measures also exclude the impact from foreign currency and inflation effects on our monetary positions in Mexico and associated undesignated derivatives and 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. 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 for historical periods these non-GAAP financial measures to Sempra GAAP Earnings and GAAP EPS, which we consider to be the most directly comparable financial measures calculated in accordance with GAAP. Year ended December 31, 2022 (Dollars in millions) GAAP Earnings (Losses) Impact associated with Aliso Canyon litigation and regulatory matters, net of $60 income tax benefit Impact from foreign currency and inflation on our monetary positions in Mexico, net of $169 income tax expense and $(54) for NCI Net unrealized losses on commodity derivatives, net of $138 income tax benefit and $(176) for NCI Net unrealized gains on a contingent interest rate swap related to the PA LNG Phase 1 project, net of $6 income tax expense and $10 for NCI Deferred income tax expense associated with the change in our indefinite reinvestment assertion related to the sale of NCI to ADIA Adjusted Earnings (Losses) SDG&E SoCalGas Sempra Sempra Texas California Utilities $ 915 $ 599 $ 1,514 $ 736 $ 310 $ Sempra Parent & Infrastructure Other (466) $ Total Sempra 2,094 199 199 199 162 2 164 355 355 (17) (17) $ 915 $ 798 $ 1,713 $ 736 $ 810 $ 120 (344) $ 120 2,915 1. Except for adjustments that are solely income tax, income taxes were primarily calculated based on applicable statutory tax rates. SEMPRA 32
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