earnings
confidence high
sentiment neutral
materiality 0.75
HASI Q2 GAAP EPS $0.74 vs $0.23; Adjusted EPS $0.60 vs $0.63; reaffirms guidance
HA Sustainable Infrastructure Capital, Inc.
2025-Q2 EPS reported
$1.18
revenue$182,626,000
- GAAP net income $98M, up from $27M YoY; GAAP EPS $0.74 vs $0.23.
- Adjusted earnings $75M; Adjusted EPS $0.60 vs $0.63, slightly down on higher shares.
- Adjusted Recurring Net Investment Income $85M, up 25% YoY; Managed Assets $14.6B, +13%.
- S&P upgraded to investment grade; issued $1B senior notes at 6.3%, repurchased $700M bonds.
- Reaffirmed Adjusted EPS CAGR 8-10% through 2027; Q3 dividend $0.42 per share.
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