HA Sustainable Infrastructure Capital Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
10.5%projected annual EPS growth
Analyst Coverage
15analysts covering
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Q4 & Full Year 2026 Earnings Release | 18 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Adjusted Earnings Per Share (Adjusted EPS) Quarterly2.7Target: $3.50 - $3.60 by 2028
Adjusted Return on Equity (Adjusted ROE) Quarterly13.4Target: >17% by 2028
Managed Assets Quarterly16.4BTarget: Continued expansion via $6.5B+ pipeline
Weighted Average Interest Rate Quarterly610.0%Target: Lowering overall cost of capital via green debt optimization
Watch Items
- Weighted Average Cost of DebtTrigger: Exceeding 6.5%Action: Evaluate alternative funding structures, expand co-investment vehicles like CarbonCount Holdings 1 (CCH1), or adjust origination yield hurdles.
- Portfolio Yield SpreadTrigger: Spread over cost of debt narrowing below 3.0%Action: Increase target origination yields on new Behind-the-Meter and Grid-Connected transactions above the historical 10.5% threshold.
- Leverage Ratio (Debt-to-Equity)Trigger: Exceeding 2.0xAction: Utilize co-investment partnerships (e.g., KKR, Sunrun joint ventures) to shift assets off-balance sheet and preserve capital.
Research as of 19 Jun 2026