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HA Sustainable Infrastructure Capital
HA Sustainable Infrastructure Capital (HASI) investor relations material
HA Sustainable Infrastructure Capital Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record $4.3 billion in new transactions in 2025, up 87% year-over-year, with portfolio yields above 10.5% and a pipeline exceeding $6.5 billion.
Adjusted EPS grew 10% to $2.70, and Adjusted ROE increased to 13.4% in 2025.
Managed assets rose 18% to $16.1 billion, with portfolio yield at 8.8%.
Major investments included $1.2 billion in SunZia and $500 million in Sunrun, supporting over 2.6 GW of renewable generation.
Platform investments in talent and technology have positioned the company for further scale.
Financial highlights
Adjusted earnings reached $342 million, up from $291 million in 2024, with Adjusted recurring net investment income at $362 million.
GAAP net income attributable to controlling shareholders was $185 million in 2025, down from $200 million in 2024.
Fees and income from asset management increased 32% to $49 million.
Gain on sale from securitization contributed $65 million to adjusted earnings.
Cash available for reinvestment was $749 million in 2025.
Outlook and guidance
2028 guidance projects Adjusted EPS of $3.50–$3.60 and Adjusted ROE above 17%.
Dividend payout ratio expected to fall below 50% by 2028 and below 40% by 2030.
Closed balance sheet/CCH1 transactions expected to total $2.0–$3.0 billion in 2026.
No specific 2026 guidance provided due to gain on sale lumpiness, but no negative trends anticipated.
Guidance reflects expectations for portfolio yields, transaction volume, funding costs, and market conditions.
Impact of 19% incremental ROE on capital deployment
Detail Commercial 1 portfolio risk characteristics
Rationale for declining dividend payout ratio by 2028
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Next HA Sustainable Infrastructure Capital earnings date
Q1 20266 May, 2026
HA Sustainable Infrastructure Capital
Next HA Sustainable Infrastructure Capital earnings date
Q1 20266 May, 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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