HA Sustainable Infrastructure Capital, Inc. invests in sustainable infrastructure assets tied to the energy transition, generating net investment income, equity method income, gains on asset sales and asset management fees from energy transition assets and infrastructure projects. News about HASI commonly covers quarterly results, new portfolio investments, managed assets, recurring investment income, return metrics, capital actions and guidance.
Company updates also cover capital formation and balance-sheet activity, including unsecured notes, junior subordinated notes, note redemptions and co-investment vehicles such as CarbonCount Holdings 1 LLC. Other recurring themes include investment activity across Grid-Connected, Behind-the-Meter, and Fuels, Transport, and Nature businesses, renewable natural gas exposure, executive appointments and risk oversight.
HA Sustainable Infrastructure Capital (HASI) reported third-quarter 2026 adjusted earnings per share of $0.82, up from the year-earlier quarter. GAAP diluted EPS rose to $1.04 from $0.61, while adjusted EPS compared with $0.80. Year-to-date adjusted EPS rose 15% to $2.34, but GAAP EPS fell to $1.47 from $1.79.
Managed assets grew 27% year over year to $19.0 billion at September 30. HASI closed approximately $2.5 billion of balance-sheet/CCH1 transactions year to date, with new Portfolio investment yields underwritten above 11%. Quarterly adjusted recurring net investment income rose 15% to $121 million, including a $35 million unrealized gain and an estimated, unrealized $21 million economic loss on a consolidated project. HASI reaffirmed 2028 targets of $3.55–$3.65 adjusted EPS and at least 17.0% adjusted return on equity.
HASI (HASI) and KKR (KKR) announced that their co-investment vehicle, CarbonCount Holdings 1, priced $400 million of senior unsecured notes.
The privately offered, fixed-rate amortizing notes carry a 7.09% weighted-average coupon and a 20-year final maturity. Net proceeds are expected to be approximately $396 million after estimated offering expenses. CarbonCount Holdings 1 intends to use the proceeds to acquire or invest in new or existing sustainable infrastructure projects, in whole or in part. This is the vehicle’s third issuance of senior notes.
HA Sustainable Infrastructure Capital (NYSE: HASI) and Terradot closed a $34 million senior secured term loan supporting Terradot’s carbon removal projects.
The financing supports enhanced rock weathering projects in the US and Brazil, where crushed rock is spread on agricultural land to remove atmospheric carbon dioxide. The projects have fixed-price, multi-year offtake agreements with Frontier, providing contracted demand. Carbon delivery insurance from CFC, arranged through Marsh, also supports the investment. Terradot is scheduled to deploy 1 million tonnes of rock across 60,000 hectares (150,000 acres) of farmland during 2026 and 2027.
HA Sustainable Infrastructure Capital (NYSE: HASI) will release its third quarter 2026 results after market close on November 5, 2026. A conference call will follow at 5:00 p.m. Eastern Time, with an audio webcast and slides available through the company’s Investor Relations website. An on-demand webcast replay will be available for a limited time immediately after the call.
HASI (HASI) and Invenergy have closed a strategic equity partnership to support a 2.7-gigawatt portfolio of U.S. utility-scale solar, solar-plus-storage, and wind projects. Invenergy will retain control and majority ownership and continue to operate the assets, while HASI provides long-term capital.
The portfolio includes 10 projects across six major power markets and seven states, with more than 850 MW already operating and the remainder expected online by the first quarter of 2027. HASI will fund each project as it reaches commercial operation, and all projects are backed by long-term agreements with investment-grade corporate, utility, and public-sector offtakers.
Ameresco (NYSE: AMRC) announced the groundbreaking of a renewable natural gas facility being developed by its subsidiary Neogenyx Fuels at the Adams Land & Cattle feedlot in Broken Bow, Nebraska, following a ceremony held on August 26, 2026 with state and industry leaders.
The Neogenyx Fuels-owned agricultural RNG project will use eight anaerobic digesters to capture livestock manure and generate more than 4,400 SCFM of biogas, which is expected to be upgraded into about 1.2 million MMBtu of pipeline-quality RNG annually. According to Ameresco, the project is expected to reduce greenhouse gas emissions by roughly 63,700 metric tons per year, with process byproducts reused onsite as livestock bedding and fertilizer.
Neogenyx Fuels and Adams Land & Cattle will break ground on an agricultural renewable natural gas (RNG) facility at the Adams feedlot in Broken Bow, Nebraska, on August 26, 2026 at 1:30 PM CT. The project, Neogenyx Fuels’ first agricultural RNG facility, will use eight anaerobic digesters to convert manure into more than 4,400 SCFM of biogas, upgraded to about 1.2 million MMBtu of pipeline-quality RNG per year.
According to Neogenyx Fuels, the facility is expected to avoid up to 63,700 metric tons of CO₂ annually and support local jobs and economic benefits. The event will feature remarks from company leaders and elected officials, a groundbreaking ceremony, and a site tour.
HASI (NYSE: HASI) announced a structured equity investment in the Pasco Resource Recovery Center, a wastewater treatment and reuse facility in Pasco, Washington, developed, owned, and operated by Burnham. The facility serves seven industrial food-processing plants, uses anaerobic digestion, and can recycle over one billion gallons of water annually for agricultural irrigation.
The Pasco Center, a partnership between Burnham and the City of Pasco, replaced the city’s original process water facility in 2025, expanding capacity and lowering environmental impact. HASI’s July 2026 investment is its first in water infrastructure and is supported by a 30-year wastewater treatment agreement with the City of Pasco, aligning with HASI’s focus on long-term, contracted sustainable infrastructure assets.
Neogenyx Fuels (associated with AMRC) and Adams Land & Cattle will break ground on an agricultural renewable natural gas facility at the Adams feedlot in Broken Bow, Nebraska, on August 26, 2026, at 1:30 PM CT.
The project will use eight anaerobic digesters to convert manure into pipeline-quality RNG, targeting about 1.2 million MMBtu per year and potentially avoiding roughly 63,700 metric tons of CO₂ annually, with expected economic and environmental benefits for central Nebraska.
HASI (NYSE: HASI) reported Q2 2026 GAAP EPS of $0.92 versus $0.74 in Q2 2025 and Adjusted EPS of $0.75 versus $0.60. GAAP net income to controlling stockholders was $129 million. Adjusted Recurring Net Investment Income rose 26% year-over-year to $107 million, while GAAP-based net investment income was $10 million. GAAP-based ROE reached 20.3% and Adjusted ROE was 15.2% in Q2 2026.
Managed Assets increased 20% year-over-year to $17.6 billion, with Portfolio Yield rising to 9.2% from 8.2%. HASI closed about $1.1 billion of new Q2 transactions and more than $1.4 billion year-to-date, with new Portfolio investments underwritten at yields above 11%. The company issued $1 billion of unsecured notes at an effective cost of ~5.6% and expanded its revolver to $2.25 billion. HASI raised 2028 Adjusted EPS guidance to $3.55–$3.65 (from $3.50–$3.60) and reaffirmed 2028 Adjusted ROE guidance of at least 17%, while issuing no shares via its ATM year-to-date and expecting minimal ATM usage in 2026.