ONCOR ELECTRIC DELIVERY CO LLC 8K

Sempra’s 8‑K exhibit is an investor presentation detailing its 2026–2030 capital plan and major incremental transmission and infrastructure investment opportunities at Oncor and other utilities, along with related funding, regulatory, and non‑GAAP financial guidance disclosures.

In this Form 8‑K exhibit, Sempra provides an investor presentation outlining its 2026–2030 capital plan, highlighting approximately $10 billion of incremental capital opportunities at its majority-owned Texas utility Oncor driven by ERCOT-endorsed transmission projects and the Batch Zero large-load interconnection process, as well as substantial planned transmission build-out in the Permian Basin and North/Central Texas. The materials describe expected Oncor investments of roughly $8 billion in Permian reliability projects and $7 billion in North/Central Texas upgrades over 2024–2034, plus an additional $5 billion in 765‑kV projects, all subject to ERCOT, PUCT, FERC and other regulatory approvals. Sempra also discusses its broader strategic capital recycling and funding plans, including its 2026–2030 base capital plan assumptions, projected rate base growth (with an emphasis on Texas), its targeted regulated earnings mix, the pending sale of a 45% equity interest in SI Partners to KKR-linked investors and related financing structures, and updated expectations for 2026 capital expenditures due to a later-expected closing of that sale. The presentation further addresses non‑GAAP adjusted earnings and EPS metrics, 2026 adjusted EPS guidance, credit ratings as of August 1, 2026, and regulatory proceedings such as SDG&E’s FERC-approved TO6 settlement and California GRC processes, all framed as supporting Sempra’s long-term growth and value-creation strategy.

Filing Facts

CIK

1193311

Ticker

-

Form

8K

Source Type

sec

Accession

0001193125-26-336875

Alert Tier

6