HASI (Hannon Armstrong Sustainable Infrastructure) is a complex company investing in diverse energy assets through intricate financial structures and off-balance sheet vehicles. Long-term financial metrics, including EBITDA, EPS, and book value per share, are trending upward, supporting the reliability of HASI's 5% dividend yield. While high ROEs are partly due to financial engineering, HASI's management fee streams from joint ventures like CCH1 provide genuine economic advantage.
HA Sustainable Infrastructure Capital, Inc. ( HASI ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Aaron Chew - Head of IR Jeffrey Lipson - President, CEO & Director Charles Melko - Treasurer, Executive VP & CFO Susan Nickey - Executive VP & Chief Client Officer Marc T. Pangburn - EVP, Chief Revenue & Strategy Officer Conference Call Participants Jonathan Windham - UBS Investment Bank, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Davis Sunderland - Robert W.
HA Sustainable Infrastructure Capital (HASI) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.52 per share a year ago.
| Financial Services Industry | Financials Sector | Jeffrey A. Lipson CEO | XFRA Exchange | US41068X1000 ISIN |
| US Country | 153 Employees | 29 Dec 2025 Last Dividend | - Last Split | 18 Apr 2013 IPO Date |
Hannon Armstrong Sustainable Infrastructure Capital, Inc. operates primarily in the United States, focusing on investments within the energy efficiency, renewable energy, and sustainable infrastructure sectors. Established in 1981 and headquartered in Annapolis, Maryland, the company leverages its subsidiaries to build a diversified portfolio that includes equity investments, commercial and government receivables, real estate, and debt securities. The firm is dedicated to financing climate solutions that promote sustainability and reduce carbon emissions, impacting various high-emitting economic sectors beyond the traditional power grid, including transportation and fuels.
These projects are focused on reducing energy usage or cost through the implementation of various upgrades, including heating, ventilation, and air conditioning systems, lighting, energy controls, roofs, windows, building shells, and combined heat and power systems. By investing in these areas, Hannon Armstrong aims to enhance energy efficiency directly at the source of consumption.
Targeting the deployment of cleaner energy sources such as solar, solar-plus-storage, and wind, these investments facilitate the generation of power through more sustainable means. This category represents efforts to transform how energy is produced, emphasizing renewable resources over traditional fossil fuels, which aligns with the company's mission to support the transition to a low-carbon economy.
This segment encompasses a broad range of real assets that span across high-emitting sectors other than the power grid, including transportation and fuels. Specific projects might include renewable natural gas plants, enhancements to transportation fleets aimed at increasing their efficiency or reducing their emissions, ecological restoration, and various other initiatives designed to offset carbon footprints. By investing in these areas, Hannon Armstrong extends its impact to critical sectors that contribute significantly to global emissions, addressing the need for comprehensive climate solutions.