Hannon Armstrong Sustainable Infrastructure Capital, Inc. provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company is headquartered in Annapolis, Maryland.
| Revenue (TTM) | $127.34M |
| Gross Profit (TTM) | $127.34M |
| EBITDA | — |
| Operating Margin | 22.20% |
| Return on Equity | 3.37% |
| Return on Assets | 1.07% |
| Revenue/Share (TTM) | $1.01 |
| Book Value | $19.95 |
| Price-to-Book | 2.01 |
| Price-to-Sales (TTM) | 38.69 |
| EV/Revenue | 22.24 |
| EV/EBITDA | 5.76 |
| Quarterly Earnings Growth (YoY) | 24.50% |
| Quarterly Revenue Growth (YoY) | 804.00% |
| Shares Outstanding | $128.50M |
| Float | $125.62M |
| % Insiders | 2.24% |
| % Institutions | 111.91% |
Volatility is currently contracting
Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Bread Financial Holdings (BFH) and HA Sustainable Infrastructure Capital (HASI). But which of these two stocks presents investors with the better value opportunity right now?
HA Sustainable Infrastructure Capital is misunderstood due to GAAP accounting noise, masking robust underlying cash generation and portfolio performance. Adjusted EPS guidance for 2028 is $3.55–$3.65, supporting a $1.70 annualized dividend (4.2% yield), with zero equity dilution in 2026 signaling management confidence. HASI stock trades at 11.3x adjusted EPS and 2.05x book, reflecting a discounted valuation for a diversified, investment-grade portfolio with long-duration cash flows.
HA Sustainable gains after Q2 earnings beat estimates as revenues climb 41% y/y and management raises 2028 adjusted EPS outlook.
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “We,” “Our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, today announced that the Company will release its second quarter 2026 results after market close on Thursday, August 6, 2026, to be followed by a conference call at 5:00 p.m. (Eastern Time). The conference call can be accessed live over the phone by dialing 1-877-407-0890 (Toll-Free) or +1-201-389-0918 (toll).
HASI's rally is backed by stronger recurring income and higher yields, but valuation, debt and funding costs may test future returns.
HASI balances a 9.2% portfolio yield and rising recurring income with higher funding costs, expenses and renewable policy risks.
HASI is boosting recurring income and fee revenue as clean energy demand grows, but funding costs and policy risks remain in focus.
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, announced that yesterday, on June 15, 2026, it priced its offering of $1 billion in aggregate principal amount of 5.950% green senior unsecured notes due 2033 (the “Notes”). At issuance, the Notes will be guaranteed by Hannon Armstrong Sustainable Infrastructure, L.P., Hannon Armstrong Capital, LLC, HAT Holdings I LL.
HA Sustainable Infrastructure Capital is transitioning from a yield-oriented REIT to a high-return infrastructure financing platform focused on renewable energy and energy transition assets. Despite double-digit earnings growth and >17% ROE guidance by 2028, HASI trades at compressed multiples, presenting a valuation disconnect and upside opportunity. My scenario analysis suggests 25% base case upside if management delivers on EPS guidance, with up to 50% upside in a bull case where the market re-rates the stock.
HA Sustainable Infrastructure Capital, Inc. (HASI) Q1 2026 Earnings Call Transcript
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