HA Sustainable Infrastructure Capital, Inc. (HASI) Q1 2025 Earnings Call Transcript
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Aaron Chew - Senior Vice President of Investor Relations Jeff Lipson - President and Chief Executive Officer Charles Melko - Chief Financial Officer Susan Nickey - Chief Client Officer Marc Pangburn - Chief Revenue and Strategy Officer Conference Call Participants Chris Dendrinos - RBC Capital Markets Noah Kaye - Oppenheimer & Company Ben Kallo - Robert W. Baird Tyler Bisset - Goldman Sachs Maheep Mandloi - Mizuho Securities Jeff Osborne - TD Cowen Operator Greetings, and welcome to HASI's First Quarter 2025 Earnings Conference Call and Webcast.
Earnings Preview: HA Sustainable Infrastructure Capital (HASI) Q1 Earnings Expected to Decline
HA Sustainable Infrastructure Capital (HASI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
After Plunging -20.25% in 4 Weeks, Here's Why the Trend Might Reverse for HA Sustainable Infrastructure Capital (HASI)
The heavy selling pressure might have exhausted for HA Sustainable Infrastructure Capital (HASI) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
HA Sustainable Infrastructure Capital (HASI) Upgraded to Buy: Here's What You Should Know
HA Sustainable Infrastructure Capital (HASI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
HA Sustainable Infrastructure: Excellent Portfolio Yield And Cash Flow
HA Sustainable Infrastructure is a strong investment due to its robust portfolio, 5.8% yield, and resilient cash flows. HASI's business model focuses on long-term recurring revenue from clean energy solutions, with significant growth in managed assets and portfolio yield. Management projects 8-10% annual EPS growth through 2027, driven by diverse renewable investments and strategic capital deployment.
Always Avoid The Popularity Contests
Welltower (WELL) is a popular REIT with strong growth but is overvalued at a P/AFFO of 39.6x, making it risky to buy now. Hannon Armstrong (HASI) is undervalued, trading at 11.3x with a 6% dividend yield, offering a safer and potentially more profitable investment. Follow Buffett's advice by investing with a long-term horizon, ensuring that gains are built over time rather than chasing short-term trends.
HA Sustainable Infrastructure Capital, Inc. (HASI) Q4 2024 Earnings Call Transcript
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Aaron Chew - Senior Vice President, Investor Relations Jeff Lipson - President and CEO Susan Nickey - Chief Client Officer Marc Pangburn - Chief Financial Officer Charles Melko - Incoming Chief Financial Officer Conference Call Participants Mark Strouse - J.P. Morgan Ben Kallo - Baird Julien Dumoulin-Smith - Jefferies Noah Kaye - Oppenheimer & Company Tyler Bisset - Goldman Sachs Chris Dendrinos - RBC Capital Markets Vikram Bagri - Citigroup Maheep Mandloi - Mizuho Dimple Gosai - Bank of America Jordan Levy - Truist Securities Ryan Pfingst - B.
HA Sustainable Infrastructure Capital (HASI) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for HA Sustainable Infrastructure Capital (HASI) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
HA Sustainable Infrastructure Capital (HASI) Beats Q4 Earnings and Revenue Estimates
HA Sustainable Infrastructure Capital (HASI) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.53 per share a year ago.
HA Sustainable Infrastructure Capital (HASI) Earnings Expected to Grow: Should You Buy?
HA Sustainable Infrastructure Capital (HASI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
HA Sustainable Infrastructure: A High-Yield Bargain I Wouldn't Ignore
HA Sustainable Infrastructure Capital offers a compelling value and income opportunity with a 6% dividend yield and a forward P/E of 11.6, below its historical average. HASI has $13.1 billion in managed assets and a $5.5 billion investment pipeline, demonstrating consistent growth in asset base, portfolio yield, and earnings. Management guides for 9-10% annual EPS growth through 2030, supported by a diversified asset platform and investment-grade credit ratings.
Here's What Key Metrics Tell Us About HA Sustainable Infrastructure Capital (HASI) Q3 Earnings
Although the revenue and EPS for HA Sustainable Infrastructure Capital (HASI) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
