HA Sustainable Infrastructure Capital Inc

HASI

Equity

ISIN null / Valor 20741179

New York Stock Exchange, Inc (2025-11-21)

USD 32.48+0.62%

HA Sustainable Infrastructure Capital Inc
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About company

Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI) is a specialized investment firm focused on financing projects that support the transition to a more sustainable energy future. The company's business model revolves around partnering with clients to invest in real assets that not only contribute to reducing carbon emissions but also enhance resilience to climate change. HASI's diversified investment portfolio includes a variety of financial structures such as equity investments, joint ventures, land ownership, and lending arrangements, all aimed at projects utilizing proven technologies in the sustainability sector. Beyond generating net investment income from these assets, HASI also earns revenue through gain-on-sale securitization transactions, asset management, and other service-related fees, positioning itself as a key player in the financing of sustainable infrastructure projects.

Summarized from source with an LLMView SourceSector: Finance

GAAP and Adjusted Earnings

HA Sustainable Infrastructure Capital Inc. achieved a GAAP earnings per share (EPS) of $0.74 in Q2 2025, a substantial increase from $0.23 in Q2 2024. Adjusted EPS was $0.60, slightly down from $0.63 in the same period last year.

Net Investment Income

The company reported a GAAP-based net investment loss of $(3) million for Q2 2025, excluding income from equity method investments. However, Adjusted Recurring Net Investment Income surged by 25% year-over-year to $85 million.

Asset Management and Transactions

Managed assets grew by 13% year-over-year to reach $14.6 billion as of June 30, 2025. Additionally, HASI closed approximately $894 million in transactions year-to-date, with new portfolio investments yielding over 10.5%.

Capital Structure and Credit Rating

HASI was upgraded by S&P to its third investment grade rating. The company issued $1 billion in senior unsecured notes at a blended effective yield of 6.3%, repurchased $700 million of bonds maturing in 2026 and 2027, and repaid $200 million of convertible notes due in 2025.

Guidance and Dividends

The company reaffirmed its guidance for compound annual growth in Adjusted EPS of 8-10% through 2027 relative to the 2023 baseline and declared a quarterly dividend of $0.42 per share.

Summarized from source with an LLMView Source

Key figures

13.6%1Y

5.42%3Y

-37.8%5Y

Performance

38.1%1Y

49.2%3Y

49.1%5Y

Volatility