Climate investment firm HA Sustainable Infrastructure Capital (NYSE: HASI) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 12.2% year on year to $103.1 million. Its non-GAAP profit of $0.80 per share was 16.1% above analysts’ consensus estimates.

Is now the time to buy HA Sustainable Infrastructure Capital? Find out by accessing our full research report, it’s free for active Edge members.

Company Overview

With a proprietary "CarbonCount" metric that quantifies the environmental impact of each dollar invested, HA Sustainable Infrastructure Capital (NYSE: HASI) is an investment firm that finances and develops climate-positive infrastructure projects across renewable energy, energy efficiency, and ecological restoration.

Revenue Growth

A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, HA Sustainable Infrastructure Capital’s 23.4% annualized revenue growth over the last five years was exceptional. Its growth beat the average financials company and shows its offerings resonate with customers.

We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. HA Sustainable Infrastructure Capital’s annualized revenue growth of 17% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, HA Sustainable Infrastructure Capital reported year-on-year revenue growth of 12.2%, and its $103.1 million of revenue exceeded Wall Street’s estimates by 17.3%.

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Key Takeaways from HA Sustainable Infrastructure Capital’s Q3 Results

We were impressed by how significantly HA Sustainable Infrastructure Capital blew past analysts’ revenue expectations this quarter. We were also excited its EBITDA outperformed Wall Street’s estimates by a wide margin. Zooming out, we think this was a solid print. The stock traded up 1.7% to $29.05 immediately after reporting.

HA Sustainable Infrastructure Capital had an encouraging quarter, but one earnings result doesn’t necessarily make the stock a buy. Let’s see if this is a good investment. The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here, it’s free for active Edge members.