Adjusted Earnings and Adjusted EPS Presentation slide image

Adjusted Earnings and Adjusted EPS Presentation

Sempra Texas Utilities (Unaudited, dollars in millions) Sempra Texas Utilities GAAP Earnings Equity losses from a write-off of rate base disallowances resulting from the PUCT'S final order in Oncor's comprehensive base rate review Sempra Texas Utilities Adjusted Earnings¹ Three months ended September 30, Nine months ended September 30, 2023 2022 2023 2022 305 $ 256 $ 548 $ 604 44 $ 305 256 $ 592 $ 604 Q3-2023 earnings are higher than Q3-2022 earnings primarily due to higher equity earnings from Oncor Holdings driven by: • higher revenues attributable to: • higher customer consumption primarily attributable to weather, updates to transmission billing factors, new base rates implemented in May 2023, interim rate updates to reflect increases in invested capital, and customer growth, partially offset by higher interest expense and depreciation expense attributable to invested capital, and • higher operating and maintenance expense. 1. See Appendix for information regarding Adjusted Earnings, which represents a non-GAAP financial measure. SEMPRA | 22
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