HASI HA Sustainable Infrastructure Capital (HASI) Q2 FY26 earnings call
HASI delivered a strong second quarter, driven by robust investment activity exceeding $1 billion and expanding investment margins, leading to a 25% year-over-year increase in adjusted EPS. The company's diversified funding platform and effective hedging program contributed to a reduced cost of capital. Confident in its outlook, HASI raised its 2028 adjusted EPS guidance, affirming its ability to navigate interest rate environments and expand into new asset classes.
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HASI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Assets under management (AUM) | $16.4BAdjusted recurring net investment income was up 29% year-over-year to $101 million, and our managed assets were up 13% year-over-year to $16.4 billion.Source: earnings call transcript | $17.6BAs of quarter-end, our managed assets were $17.6 billion, up 20% year-over-year.Source: earnings call transcript | +7.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.