The earnings call reflects a strong overall performance with significant achievements in pipeline growth, capital raising, and income metrics. However, the call also acknowledges a slight decrease in adjusted EPS and lower transaction volumes in Q2. The company's diversified and resilient business model positions it well for continued success.

Company Guidance -

Q3 2025

In the second quarter of 2025, HASI reported strong financial performance and provided key guidance metrics that highlight its growth trajectory. The company increased its investment pipeline to over $6 billion, with new business year-to-date achieving an average yield of greater than 10.5%. HASI successfully issued $1 billion in term debt, using $900 million of the proceeds to refinance maturing notes and senior debt, and closed nearly $600 million in debt offerings for its CCH1 joint venture, extending its investment period until late 2026. The adjusted EPS for the quarter was $0.60, reflecting a slight decrease from the previous quarter due to timing of gain on sale revenue. However, the company introduced a new metric, adjusted recurring net investment income, which showed a 19% increase year-to-date compared to 2024. HASI reaffirmed its guidance of 8% to 10% compound annual adjusted EPS growth through 2027. The company emphasized its resilience and strategic positioning to thrive across varying macroeconomic and policy environments, with diversification and capital efficiency being key components of its business model.

Increased Pipeline and High Yield

The company's project pipeline now exceeds $6 billion, with new business year-to-date having an average yield greater than 10.5%.

Successful Capital Raising

HASI issued $1 billion of term debt, using $900 million to pay off maturing convertible notes and near-term senior debt. Additionally, a $600 million debt offering on the CCH1 joint venture was closed, expanding its capacity.

Adjusted Recurring Net Investment Income Growth

The newly introduced adjusted recurring net investment income is 19% higher year-to-date compared to 2024.

Investment-Grade Rating Upgrade

HASI achieved a third investment-grade rating, now upgraded by S&P, supporting cost-effective debt management.

Sustainable Business Model

The company's business model remains resilient to policy changes, with a diversified approach and investments occurring at a derisked stage of development.

HASI (HASI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HASI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.69 / -	0.52	―	―	―
Aug 07, 2025	2025 (Q2)	0.63 / 0.60	0.63	-4.76% (-0.03)
May 07, 2025	2025 (Q1)	0.63 / 0.64	0.68	-5.88% (-0.04)
Feb 13, 2025	2024 (Q4)	0.58 / 0.62	0.53	16.98% (+0.09)
Nov 07, 2024	2024 (Q3)	0.56 / 0.52	0.62	-16.13% (-0.10)
Aug 01, 2024	2024 (Q2)	0.56 / 0.63	0.53	18.87% (+0.10)
May 07, 2024	2024 (Q1)	0.57 / 0.68	0.53	28.30% (+0.15)
Feb 15, 2024	2023 (Q4)	0.60 / 0.53	0.47	12.77% (+0.06)
Nov 02, 2023	2023 (Q3)	0.53 / 0.62	0.49	26.53% (+0.13)
Aug 03, 2023	2023 (Q2)	0.53 / 0.53	0.6	-11.67% (-0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HASI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$24.38	$25.71	+5.46%
May 07, 2025	$25.38	$25.50	+0.47%
Feb 13, 2025	$27.10	$27.19	+0.33%
Nov 07, 2024	$30.67	$27.33	-10.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does HASI (HASI) report earnings?

HASI (HASI) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is HASI (HASI) earnings time?

HASI (HASI) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HASI EPS forecast?

HASI EPS forecast for the fiscal quarter 2025 (Q3) is 0.69.

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