Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

HA Sustainable Infrastructure Capital, Inc.
Next earnings Aug 5, 2026 · consensus $0.75 EPS, $114M rev
Last earnings -1.9% on 2026-05-07
Clean-energy infrastructure financier with an 8.6% portfolio yield and growing dividend — but rising funding costs squeeze the spread.
Sources: SEC EDGAR (CIK 0001561894, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:56 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~71% above fair value) leave little margin of safety — a wait-and-see.
HA Sustainable Infrastructure Capital is a specialty financier of energy-transition assets, with roughly $16.1 billion of managed assets and a ~$7.6 billion on-balance-sheet portfolio of over 700 long-dated (≈16-year weighted average life) receivables, debt securities, and renewable-project equity. The model earns a net interest spread plus gain-on-sale, securitization, and asset-management fees. The franchise is scaling — it completed ~$4.3B of transactions in 2025 (up from $2.3B) and revenue grew 4.4% to $401M — and it benefits from deep relationships with US clean-energy developers and utilities.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $213M | $240M | $320M | $384M | $401M |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $127M | $41.5M | $149M | $200M | $185M |
| Diluted EPS | $1.51 | $0.47 | $1.42 | $1.62 | $1.41 |
| Net margin | 59.4% | 17.3% | 46.5% | 52.1% | 46.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.