May. 8 at 11:09 AM
$HASI HA Sustainable Infrastructure Capital Inc (NYSE:HASI) closed over
$700 million of new investments in Q1 2025, marking the most active first quarter in its history.
The company reported an average yield on new investments greater than 10.5%, showcasing strong financial performance.
HASI has substantial liquidity with over
$1.3 billion available, enhancing its ability to capitalize on market opportunities.
The company reaffirmed its guidance of 8 to 10% compound annual growth in adjusted EPS through 2027, indicating confidence in its business model.
HASI's business model is resilient and noncyclical, with growth and profitability not directly tied to macroeconomic cycles, providing stability in uncertain times.
The potential impact of tariffs on future projects remains a concern, although current projects are largely unaffected.
A recession in 2025 could marginally impact investments in clean energy generation, though the company expects limited financial impact
