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Hannon Armstrong Sustainable Infrastructure Capital Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.680 |
| EPS actual | $0.770 |
| EPS Surprise | 13.24% |
| Revenue estimate | 112.242M |
| Revenue actual | 124.226M |
| Revenue Surprise | 10.68% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.660 |
| EPS actual | $0.670 |
| EPS Surprise | 1.52% |
| Revenue estimate | 105.894M |
| Revenue actual | 114.811M |
| Revenue Surprise | 8.42% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.690 |
| EPS actual | $0.80 |
| EPS Surprise | 15.94% |
| Revenue estimate | 28.739M |
| Revenue actual | 227.624M |
| Revenue Surprise | 692.05% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.620 |
| EPS actual | $0.600 |
| EPS Surprise | -3.23% |
| Revenue estimate | 44M |
| Revenue actual | 85.685M |
| Revenue Surprise | 94.74% |
Last 4 Quarters for Hannon Armstrong Sustainable Infrastructure Capital
Below you can see how HASI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $24.38 |
| EPS estimate | $0.620 |
| EPS actual | $0.600 |
| EPS surprise | -3.23% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $25.69 |
| Aug 04, 2025 | $25.66 |
| Aug 05, 2025 | $25.56 |
| Aug 06, 2025 | $24.44 |
| Aug 07, 2025 | $24.38 |
| Aug 08, 2025 | $25.71 |
| Aug 11, 2025 | $25.66 |
| Aug 12, 2025 | $26.22 |
| Aug 13, 2025 | $26.90 |
| 4 days before | -5.10% |
| 4 days after | 10.34% |
| On release day | 5.46% |
| Change in period | 4.71% |
| Release date | Nov 06, 2025 |
| Price on release | $28.55 |
| EPS estimate | $0.690 |
| EPS actual | $0.80 |
| EPS surprise | 15.94% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $27.71 |
| Nov 03, 2025 | $28.13 |
| Nov 04, 2025 | $28.48 |
| Nov 05, 2025 | $28.94 |
| Nov 06, 2025 | $28.55 |
| Nov 07, 2025 | $32.03 |
| Nov 10, 2025 | $33.79 |
| Nov 11, 2025 | $34.00 |
| Nov 12, 2025 | $33.93 |
| 4 days before | 3.03% |
| 4 days after | 18.84% |
| On release day | 12.19% |
| Change in period | 22.45% |
| Release date | Feb 12, 2026 |
| Price on release | $35.83 |
| EPS estimate | $0.660 |
| EPS actual | $0.670 |
| EPS surprise | 1.52% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $36.13 |
| Feb 09, 2026 | $36.76 |
| Feb 10, 2026 | $36.68 |
| Feb 11, 2026 | $37.22 |
| Feb 12, 2026 | $35.83 |
| Feb 13, 2026 | $39.70 |
| Feb 17, 2026 | $39.22 |
| Feb 18, 2026 | $37.77 |
| Feb 19, 2026 | $37.13 |
| 4 days before | -0.83% |
| 4 days after | 3.63% |
| On release day | 10.80% |
| Change in period | 2.77% |
| Release date | May 07, 2026 |
| Price on release | $42.47 |
| EPS estimate | $0.680 |
| EPS actual | $0.770 |
| EPS surprise | 13.24% |
| Date | Price |
|---|---|
| May 01, 2026 | $42.53 |
| May 04, 2026 | $42.23 |
| May 05, 2026 | $42.97 |
| May 06, 2026 | $43.31 |
| May 07, 2026 | $42.47 |
| May 08, 2026 | $41.05 |
| May 11, 2026 | $40.98 |
| May 12, 2026 | $40.97 |
| May 13, 2026 | $40.64 |
| 4 days before | -0.141% |
| 4 days after | -4.31% |
| On release day | -3.34% |
| Change in period | -4.44% |
Hannon Armstrong Sustainable Infrastructure Capital Earnings Call Transcript Summary of Q1 2026
HASI reported a strong Q1 2026: adjusted EPS $0.77, adjusted recurring net investment income up 29% YoY to $101M, managed assets up 13% YoY to $16.4B, and adjusted ROE of 15.7% (a quarterly record). The company closed ~$637M of investments in Q1 (with ~$462M to be held on-balance/CCH1) and remains on pace for its $2–$3B 2026 origination target. New-asset yields stayed elevated (portfolio yield 9.2%); fee-generating assets grew 130% YoY to $1.1B. HASI funded lower-cost, longer-duration debt (including $400M senior at 6% and $600M junior at 7.125%) to retire higher-coupon bonds, extending weighted average term debt life to ~12.8 years and improving financing economics. HASI announced a $400M investment (30% stake) in a new JV, Neogenyx, with Ameresco focused on RNG/biofuels with programmatic upside. The pipeline remains >$6.5B, largely grid-connected pref-equity opportunities, and the company expects minimal ATM equity issuance in 2026 as capital efficiency improves. Management emphasized business resilience to macro and geopolitical volatility and reiterated 2028 targets of $3.50–$3.60 adjusted EPS and 17% adjusted ROE. Executive team appointments and sustainability impact metrics were also highlighted.
