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HA Sustainable Infrastructure Capital (HASI) guidance and outlook
HA Sustainable Infrastructure Capital (HASI) lowered its guidance on Nov 5, 2026: EPS $3.55–$3.65 for FY2028; EPS +17% for FY2028. HA Sustainable Infrastructure Capital's 10-Q filed Nov 6, 2026 makes 56 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EPS | FY2028 | $3.55–$3.65 | reaffirmed |
| EPS | FY2028 | +17% | reaffirmed |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- Hannon Armstrong Sustainable Infrastructure, L.P. is a Delaware limited partnership of which we are the sole general partners and to which we refer in this Form 10-Q as our “Operating Partnership.” We invest in projects which, among others things, are focused on reducing the impact of greenhouse gases that have been scientifically linked to climate change.
- We have long-standing relationships with some of the leading U.S. clean energy project developers, owners and operators, utilities, and energy service companies (“ESCOs”), which provide recurring, programmatic investment and fee-generating opportunities, while also enabling scale benefits and operational and transactional efficiencies.
- We held approximately $9.1 billion of transactions on our balance sheet, which we refer to as our “Portfolio.” As of September 30, 2026, our Portfolio consisted of over 700 assets and we seek to manage the diversity of our Portfolio by, among other factors, project type, project operator, type of investment, type of technology, transaction size, geography, obligor and maturity.
- Our equity investments in energy transition assets and infrastructure projects are operated by various renewable energy companies or by joint ventures in which we participate.
- These transactions allow us to participate in the cash flows associated with these projects, typically on a priority basis.
- Our debt investments in various renewable energy or other sustainable infrastructure projects or portfolios of projects are generally secured by the installed improvements, or other real estate rights.
- Our energy efficiency debt investments are usually assigned the payment stream from the project savings and other contractual rights, often using our pre-existing master purchase agreements with the ESCOs.
- We may adjust the mix and duration of our assets over time in order to allow us to manage various aspects of our Portfolio, including expected risk-adjusted returns, macroeconomic conditions, liquidity, availability of adequate financing for our assets, and our exemption from registration as an investment company under the 1940 Act.
- We have an active co-investment vehicle with KKR where we jointly invest in eligible projects, and we may consider further use of similar structures to allow us to expand the investments that we make or to manage our Portfolio diversification.
- We refer to potential opportunities as being part of our pipeline if we have determined that the project fits within our investment strategy and exhibits the appropriate risk and reward characteristics through an initial credit analysis, including a quantitative and qualitative assessment of the opportunity, as well as research on the relevant market and sponsor.
- Our pipeline of transactions that could potentially close in the next 12 months consists of opportunities in which we will be the lead originator as well as opportunities in which we may participate with other institutional investors.
- There can be no assurance with regard to any specific terms of such pipeline transactions or that any or all of the transactions in our pipeline will be completed.
HA Sustainable Infrastructure Capital's latest quarter
HA Sustainable Infrastructure Capital, Q3 2026: revenue $114M (+11% year over year), operating margin 166.5%, net earnings $146M, operating cash flow $56.2M. The chart follows the revenue to costs, profit and cash.
Questions
Did HA Sustainable Infrastructure Capital raise or lower its guidance?
HA Sustainable Infrastructure Capital (HASI) lowered its guidance on Nov 5, 2026: EPS $3.55–$3.65 for FY2028; EPS +17% for FY2028.
What does HA Sustainable Infrastructure Capital expect?
Hannon Armstrong Sustainable Infrastructure, L.P. is a Delaware limited partnership of which we are the sole general partners and to which we refer in this Form 10-Q as our “Operating Partnership.” We invest in projects which, among others things, are focused on reducing the impact of greenhouse gases that have been scientifically linked to climate change. We have long-standing relationships with some of the leading U.S. clean energy project developers, owners and operators, utilities, and energy service companies (“ESCOs”), which provide recurring, programmatic investment and fee-generating o
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.