Climate investment firm HA Sustainable Infrastructure Capital (NYSE: HASI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 3.4% year on year to $114.8 million. Its non-GAAP profit of $0.67 per share was 1.6% above analysts’ consensus estimates.

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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. Over the last five years, HA Sustainable Infrastructure Capital grew its revenue at an exceptional 24.9% compounded annual growth rate. 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 19.4% 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 modest year-on-year revenue growth of 3.4% but beat Wall Street’s estimates by 22.8%.

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Key Takeaways from HA Sustainable Infrastructure Capital’s Q4 Results

We were impressed by how significantly HA Sustainable Infrastructure Capital blew past analysts’ revenue expectations this quarter. Zooming out, we think this was a good print with some key areas of upside. The stock traded up 7.1% to $38.38 immediately after reporting.

HA Sustainable Infrastructure Capital may have had a good quarter, but does that mean you should invest right now? 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).