HA Sustainable Infrastructure Capital

Q2 FY2026 EarningsQ2 FY26 results presented a significant beat on revenue and EPS metrics, with total revenue of $120.8M significantly exceeding the $28.8M consensus due to strong gain-on-sale and fee income. Diluted GAAP EPS reached $0.92, well above the $0.61 mean estimate, despite a $70M non-cash impairment in equity method investments. Portfolio growth remained robust with $1.1B in quarterly originations and a debt-to-equity ratio stable at 1.7x.