HA Sustainable Infrastructure Capital (HASI) Q3 Earnings and Revenues Top Estimates

Core Insights - HA Sustainable Infrastructure Capital (HASI) reported quarterly earnings of $0.8 per share, exceeding the Zacks Consensus Estimate of $0.69 per share, and up from $0.52 per share a year ago [1][2] - The company achieved revenues of $28.56 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 51.90%, compared to $21.33 million in the same quarter last year [3] - The stock has gained approximately 7.9% since the beginning of the year, while the S&P 500 has increased by 15.6% [4] Earnings Performance - The earnings surprise for the recent quarter was +15.94%, following a previous quarter where the company reported earnings of $0.6 per share against an expectation of $0.62, resulting in a surprise of -3.23% [2] - Over the last four quarters, the company has exceeded consensus EPS estimates two times [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $17.7 million, and for the current fiscal year, it is $2.63 on revenues of $69.8 million [8] - The estimate revisions trend for the company was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [7] Industry Context - The Financial - Miscellaneous Services industry, to which HASI belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a positive outlook for the sector [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]