earnings
confidence high
sentiment positive
materiality 0.80
HASI Q2 2026 GAAP EPS $0.92 vs $0.74 YoY; raises 2028 Adjusted EPS guidance to $3.55-$3.65
HA Sustainable Infrastructure Capital, Inc.
- GAAP EPS $0.92 (up 24% YoY); Adjusted EPS $0.75 (up 25% YoY).
- Adjusted Recurring Net Investment Income $107M, up 26% YoY; Managed Assets $17.6B, up 20% YoY.
- Portfolio yield improved to 9.2% from 8.2% YoY; new investments $1.1B in Q2.
- 2028 Adjusted EPS guidance raised to $3.55-$3.65 from $3.50-$3.60; target Adjusted ROE >17% in 2028.
- Q3 2026 dividend declared; no ATM shares issued YTD.