ONCOR ELECTRIC DELIVERY CO LLC 8-K

What Happened

• On February 26, 2026, Oncor Electric Delivery Co. LLC announced its financial results for the year and fiscal quarter ended December 31, 2025 by issuing a press release (filed as Exhibit 99.1).
• That same day, Sempra (Oncor’s indirect majority owner) distributed a slide presentation containing information about Oncor; those slides are furnished as Exhibit 99.2. References to “Sempra Texas” in the slides mean Sempra’s indirect 80.25% ownership of Oncor and its indirect 50% ownership of Sharyland Utilities, L.L.C. Oncor executives participated in a Sempra webcast on Feb. 26, 2026 at 12:00 pm ET; a replay will be available on Sempra’s website.

Key Details

• Press release with financial results for year and quarter ended Dec. 31, 2025 furnished as Exhibit 99.1.
• Slide presentation from Sempra furnished as Exhibit 99.2; “Sempra Texas” denotes 80.25% indirect ownership of Oncor.
• Webcast of Sempra’s results and Oncor participation held Feb. 26, 2026 at 12:00 pm ET; replay available on www.sempra.com.
• Company also furnished an Inline XBRL cover page interactive data file (Exhibit 104).

Why It Matters

• The 8-K notifies investors that Oncor’s reported earnings and other financial metrics for FY and Q4 2025 are available (see Exhibit 99.1) and that further context appears in Sempra’s slides (Exhibit 99.2). Investors should review those exhibits for revenue, earnings, and other results that could affect valuation or outlook.
• Because Sempra is the indirect majority owner, Sempra’s presentation and management commentary may influence market perception of Oncor’s performance and strategy. The Inline XBRL exhibit makes the reported data machine-readable for detailed analysis.