earnings
confidence high
sentiment positive
materiality 0.85
HASI Q3 adj. EPS $0.80 record; closes $1.2B renewable project
HA Sustainable Infrastructure Capital, Inc.
2025-Q3 EPS reported
$1.79
revenue$285,690,000
- GAAP EPS $0.61 vs ($0.17) YoY; adjusted EPS $0.80 vs $0.52 YoY.
- Adjusted recurring net investment income $105M, up 42% YoY; managed assets $15.0B (+15% YoY).
- Closed $1.2B investment in 2.6 GW utility-scale renewable project in October.
- FY 2025 adj. EPS growth ~10% expected; 8-10% CAGR through 2027 reaffirmed (~$3.15 midpoint).
- Debt-to-equity 1.9x (target 1.5-2.0x); total liquidity $1.1B.