earnings
confidence high
sentiment positive
materiality 0.80
HASI reports record $4.3B investments, adj EPS $2.70 (+10%), dividend $0.425, 2028 guidance $3.50-3.60
HA Sustainable Infrastructure Capital, Inc.
2025-FY EPS reported
$1.41
revenue$400,502,000
- Record $4.3B new investments in 2025, up 87% YoY; managed assets $16.1B (+18%).
- Adj EPS $2.70 (+10% YoY); GAAP EPS $1.41 (vs $1.62 in 2024).
- Adj recurring net investment income $362M (+25% YoY).
- Q1 2026 dividend increased to $0.425/share; payout ratio target <50% by 2028.
- 2028 guidance: adj EPS $3.50-$3.60, adj ROE >17%.