)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
HA Sustainable Infrastructure Capital
HA Sustainable Infrastructure Capital (HASI) investor relations material
HA Sustainable Infrastructure Capital Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
9M adjusted recurring net investment income rose 23% YoY to $329.5M; adjusted earnings increased 21% to $308.6M, with adjusted EPS up 15% to $2.34.
Managed Assets reached $19.0B and the pipeline exceeded $6.5B; transaction volume totaled $1.1B in Q3 and $2.8B YTD.
Reaffirmed 2028 adjusted EPS guidance of $3.55–$3.65 and adjusted ROE above 17%.
Financial highlights
Q3 revenue was $114.5M, up 11% YoY; 9M revenue was $359.5M, up 26%.
Q3 adjusted earnings were $108.1M, or $0.82/share, versus $102.5M, or $0.80; 9M adjusted earnings were $308.6M, or $2.34/share, versus $255.6M, or $2.04.
Q3 adjusted recurring net investment income was $121.3M versus $105.1M; 9M was $329.5M versus $268.7M.
GAAP net income was $142.2M in Q3 versus $84.9M; 9M net income was $200.3M versus $242.9M, reflecting lower equity-method income and higher expenses.
9M gain on sale was $46M versus $51M; origination fee and other income rose to $27M.
Outlook and guidance
Reaffirmed 2028 adjusted EPS guidance of $3.55–$3.65, adjusted ROE above 17%, and payout-ratio targets below 50% by 2028 and below 40% by 2030.
2026 adjusted EPS is expected to grow ~10% YoY; balance-sheet and CCH1 transactions are tracking toward the high end of the $2B–$3B target.
Minimal ATM share issuance is expected in 2026; dividends remain subject to quarterly Board approval.
Declared a $0.425/share quarterly dividend payable January 8, 2027, to holders of record December 29, 2026.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from HA Sustainable Infrastructure Capital
- Delivers strong growth, high yields, and industry-leading sustainability impact.HASI
Investor presentation - Strong growth in sustainable infrastructure, high returns, and leading climate impact.HASIInvestor presentation
- Q2 2026 Adjusted EPS up 25%, assets up 20%, raised 2028 guidance, and Pangburn transition.HASIQ2 2026
- Delivers strong growth, high yields, and leading sustainability impact in U.S. climate infrastructure.HASIInvestor presentation
- All proposals passed, with new board nominees and no shareholder questions raised.HASIAGM 2026
- Record Q3 EPS, 15% asset growth, $1.2B renewable deal, and robust multi-year guidance.HASIQ3 2025
- Q2 Adjusted EPS up 19% to $0.63, managed assets hit $13B, and a $2B KKR partnership closed.HASIQ2 2024
- Q3 2024 Adjusted EPS was $0.52, managed assets up 14% to $13.1B, and portfolio yield at 8.1%.HASIQ3 2024
- Record Q1 transactions and robust asset growth, but EPS declined; guidance reaffirmed.HASIQ1 2025
Next HA Sustainable Infrastructure Capital earnings date
Q4 202611 Feb, 2027
HA Sustainable Infrastructure Capital
Next HA Sustainable Infrastructure Capital earnings date
Q4 202611 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.