Climate investment firm HA Sustainable Infrastructure Capital (NYSE:HASI) will be reporting results this Thursday after market hours. Here’s what investors should know.
HA Sustainable Infrastructure Capital beat analysts’ revenue expectations by 58.5% last quarter, reporting revenues of $139.2 million, up 51.5% year on year. It was a stunning quarter for the company, with a solid beat of analysts’ revenue estimates and .
Is HA Sustainable Infrastructure Capital a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting HA Sustainable Infrastructure Capital’s revenue to decline 15.9% year on year to $93.46 million, a reversal from the 30.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.66 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. HA Sustainable Infrastructure Capital has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 97.4% on average.
Looking at HA Sustainable Infrastructure Capital’s peers in the financial services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Capital Southwest delivered year-on-year revenue growth of 18.2%, beating analysts’ expectations by 5.3%, and Oaktree Specialty Lending reported a revenue decline of 13.3%, in line with consensus estimates. Capital Southwest’s stock price was unchanged after the resultsand Oaktree Specialty Lending’s price followed a similar reaction.
Read our full analysis of Capital Southwest’s results here and Oaktree Specialty Lending’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. HA Sustainable Infrastructure Capital is up 7.2% during the same time and is heading into earnings with an average analyst price target of $40.40 (compared to the current share price of $36.72).
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