Chairman, President & Chief Executive Officer, Sempra
Search every verified Jeffrey Martin interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Sempra’s earnings calls from May 2025 through May 2026, Martin discussed the company’s shift toward a lower-risk profile focused on U.S. utilities, with an emphasis on Texas. He stated that by the end of the decade, Sempra expects nearly 60% of its rate base to be in Texas, describing the state as “ground zero” for infrastructure growth driven by artificial intelligence and data center demand. Martin also highlighted the sale of a 45% stake in Sempra Infrastructure to KKR for $10 billion, which he described as a catalyst for improving the company’s growth profile and balance sheet. He introduced a $65 billion capital plan for 2026–2030 and affirmed 2026 adjusted EPS guidance of $4.80 to $5.30, while issuing a 2030 EPS outlook of $6.70 to $7.50. On regulatory and legislative matters, Martin expressed confidence in California’s legislative session addressing wildfire risk and recovery mechanisms, citing the CEA report as helpful. He noted the signing of Texas’s HB 5247, which established a unified tracker mechanism for utilities like Oncor to adjust rates for capital investments. Martin also mentioned the company’s plan to divest Ecogas in Mexico and reiterated Sempra’s strategy of selling non-core assets to recycle capital for future growth.
“I think the terminology I've heard a lot in our industry is the United States really is in the middle of an arms race and it's a race to build the infrastructure that we're talking about, you know, artificial intelligence and continue to improve America's standing as a technology leader in the world and when you think...”
“Sempra's corporate strategy is going to a lower risk profile, focused on our US utilities with a big emphasis on Texas. And by the end of this decade, we expect to have almost 60% of our rate base in the state of Texas.”
“I think what's really important right now is the state conversations around a dialogue of improving the livability of the state. And what you and I are talking about on this call was 254 just one element of that. So, I think that the focus is on the right issues and I think that we've got a lot more people aligned arou...”
“Today, our company is situated at the intersection of several important secular trends, including the ongoing electrification of America's energy systems, AI deployment, and the growing need to deliver energy safely and reliably. In order to capitalize on these trends, we've worked closely with our board of directors t...”
In this Veterans Day conversation, Sempra Chairman and CEO Jeff Martin sits down with members of Oncor's veteran-focused ...
Sempra Chairman and CEO Jeffrey Martin joins 'Mad Money' host Jim Cramer to talk quarterly results, competition in the space, ...
Source: https://www.podbean.com/eau/pb-spckk-... A country boy who studied at West Point to become a US Army helicopter pilot, Sempra chairman and CEO Jeff Martin now commands a Fortune 500 company with US$79 billion of energy infrastructure assets. By developing a hyper-aligned, high-performing culture to capitalise on some of the fastest growing economies, he has led Sempra to become North America’s premier energy infrastructure company. In this episode of Magellan in the Know, Portfolio Manager Jowell Amores discusses Jeff Martin’s personal journey it’s imprints on Sempra’s culture, and ho…
Following the bell ringing to celebrate Sempra's 25th anniversary, CEO Jeff Martin sat down with @JudyKhanShaw to discuss the ...
CNBC's Jim Cramer spoke with Sempra Energy CEO Jeff Martin on Tuesday's episode of "Mad Money." Sign up and learn more about the CNBC Investing Club with Jim Cramer https://cnb.cx/3Ei22n4 » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stor…
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