Sempra (SRE) official guidance

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | $ | 11.1 | $ | 4.1 | $ | 38.7 |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | | $ | 11.1 | | $ | 4.1 | | $ | 38.7 | |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | $ | 11.1 | $ | 4.1 | $ | 38.7 |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | | $ | 11.1 | | $ | 4.1 | | $ | 38.7 | |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | $ | 11.1 | $ | 4.1 | $ | 38.7 |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | | $ | 11.1 | | $ | 4.1 | | $ | 38.7 | |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | $ | 11.1 | $ | 4.1 | $ | 38.7 |

| Projected future capital expenditures for PP&E and investments – GAAP | $ | 23.5 | | $ | 11.1 | | $ | 4.1 | | $ | 38.7 | |

| Capital Plan | $ | 23.5 | $ | 38.2 | $ | 3.2 | $ | 64.9 |

| Capital Plan | $ | 23.5 | | $ | 38.2 | | $ | 3.2 | | $ | 64.9 | |

| Capital Plan | $ | 23.5 | $ | 38.2 | $ | 3.2 | $ | 64.9 |

| Capital Plan | $ | 23.5 | | $ | 38.2 | | $ | 3.2 | | $ | 64.9 | |

| Capital Plan | $ | 23.5 | $ | 38.2 | $ | 3.2 | $ | 64.9 |

| Capital Plan | $ | 23.5 | | $ | 38.2 | | $ | 3.2 | | $ | 64.9 | |

We're executing on a record $65 billion capital plan that supports strong projected rate base growth across the plan period.

| Capital Plan | $ | 23.5 | $ | 38.2 | $ | 3.2 | $ | 64.9 |

In order to support this buildout, we're excited to introduce a new record capital plan of $65 billion for 2026-2030, representing a 17% increase to last year's plan.

| Capital Plan | $ | 23.5 | | $ | 38.2 | | $ | 3.2 | | $ | 64.9 | |

Sempra is updating its full-year 2026 GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter, affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30 and affirming its full-year 2027 EPS guidance range of $5.10 to $5.70.

With solid first quarter results and progress against our key initiatives, we're affirming our full year 2026 adjusted EPS guidance range of $4.80-$5.30 and 2027 EPS guidance range of $5.10-$5.70.

Sempra is updating its full-year 2026 GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter, affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30 and affirming its full-year 2027 EPS guidance range of $5.10 to $5.70.

Today, Sempra is affirming our full year 2026 adjusted EPS guidance range of $4.80-$5.30, introducing our full year 2027 EPS guidance range of $5.10-$5.70, and issuing a 2030 EPS outlook of $6.70-$7.50.

Today, Sempra is affirming its full-year 2026 adjusted earnings-per-common share (EPS) guidance range of $4.80 to $5.30, which is not reconcilable to full-year 2026 GAAP EPS guidance range for the reasons described in Table A.

Sempra is also affirming its full-year 2026 adjusted EPS guidance range of $4.80-$5.30, which factors in the foregoing impacts of the Track 2 PD and the Cost of Capital FD.

With solid first quarter results and progress against our key initiatives, we're affirming our full year 2026 adjusted EPS guidance range of $4.80-$5.30 and 2027 EPS guidance range of $5.10-$5.70.

Sempra is updating its full-year 2026 GAAP earnings-per-common share (EPS) guidance range to $4.87 to $5.37, reflecting actual results through the first quarter, affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30 and affirming its full-year 2027 EPS guidance range of $5.10 to $5.70.

Today, Sempra is affirming our full year 2026 adjusted EPS guidance range of $4.80-$5.30, introducing our full year 2027 EPS guidance range of $5.10-$5.70, and issuing a 2030 EPS outlook of $6.70-$7.50.

Sempra is also announcing a full-year 2027 EPS guidance range of $5.10 to $5.70.

These investments are part of Sempra’s record five-year 2026-2030 capital plan of approximately $65 billion, with 95% allocated to utility investments in Texas and California.

In support of our mission, 95% of Sempra's overall capital program is targeted for utility investments.

What we announced today was $47.5 billion in base capital plan and $10 billion in additional incremental opportunities.

As we've indicated, we think there are significant incremental capital investment opportunities to do just that over both the near and long term, which is why we feel confident in announcing that Oncor's roll-forward capital plan is expected to increase by at least 30% over its current $36 billion base capital plan.

Building on its $36 billion 2025-2029 base capital plan, the company now anticipates more than a 30% increase in its roll-forward 2026-2030 base capital plan.

| Capital Plan | | | | | $ | 12.7 | | |

| Capital Plan | | | | | | | $ | 12.7 | | | | |

What we announced today was $47.5 billion in base capital plan and $10 billion in additional incremental opportunities.

Karen will speak to this later in the call, including details about $9 billion of upside opportunities that we're tracking within the plan period.

In addition to the referenced $65 billion capital plan, Sempra also identified an additional $9 billion of potential incremental capital expenditures through 2030 with the majority intended to support Oncor’s continued expansion of its electrical grid.

You recall that we set an expectation for our future growth last year of having a long-term growth rate of about 7%-9%.