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HA Sustainable Infrastructure Capital (HASI) investor relations material
HA Sustainable Infrastructure Capital Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Adjusted EPS of $0.80 in Q3 2025, up from $0.52 in Q3 2024, and GAAP EPS of $0.61, with Adjusted EPS up 10% year-over-year and on track for 8–10% CAGR through 2027.
Managed assets grew 15% year-over-year to $15.0 billion as of September 30, 2025, with a diversified portfolio of over 600 sustainable infrastructure assets.
Closed $1.5 billion in new transactions year-to-date and a $1.2 billion investment in a 2.6 GW utility-scale renewable project, expected to avoid over 900,000 metric tons of CO₂e annually.
Adjusted Recurring Net Investment Income grew 42% year-over-year in Q3 and 27% year-to-date, reaching $269 million year-to-date.
Business model resilience demonstrated by consistent EPS growth in all interest rate environments and minimal realized loss rates.
Financial highlights
Q3 2025 Adjusted EPS was $0.80, the highest quarterly EPS in company history, with year-to-date Adjusted EPS at $2.04, up 11% year-over-year.
GAAP net income attributable to controlling shareholders was $83 million in Q3 2025, compared to a loss of $20 million in Q3 2024.
Total revenue for Q3 2025 increased 26% year-over-year to $103.1 million, driven by higher gains on asset sales and interest income.
Adjusted ROE year-to-date was 13.4%, up from 12.7% in the prior year.
Portfolio yield increased to 8.6% as of September 30, 2025, from 8.1% a year earlier.
Outlook and guidance
Reaffirmed guidance for 8–10% compound annual Adjusted EPS growth through 2027, with 2025 Adjusted EPS growth expected to be about 10%.
Pipeline of new investment opportunities exceeds $6 billion, supporting investment goals for 2026 and beyond.
Dividend payout ratio expected to decline to 55–60% by 2027, with a long-term target of 50%.
Guidance for 2026 and 2027 to be updated in February.
Explain drivers for new asset yields >10.5%
Address the asset moved to Commercial 2 risk
Explain the 2027 dividend payout ratio target
Impact of 19.6% incremental ROE on overall?
SunZia: Appetite for larger single projects?
SunStrong ABS gain: one-time or recurring impact?
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Next HA Sustainable Infrastructure Capital earnings date
Q4 202520 Feb, 2026
Next HA Sustainable Infrastructure Capital earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Hannon Armstrong Sustainable Infrastructure Capital, Inc. ("HASI"), a publicly-traded real estate investment trust, provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company was founded in 1981 and is headquartered in Annapolis, Maryland.
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