Hannon Armstrong publishes Q3 2026 earnings call transcript
HASI•HASI•HASI•HASI•Hannon Armstrong reported third-quarter adjusted EPS of $0.82 and reaffirmed its 2028 adjusted EPS guidance of $3.55-$3.65. Management said the investment pipeline remained above $6.5 billion and expects full-year investments near the $3 billion target ceiling.
Hannon Armstrong reported third-quarter adjusted EPS of $0.82, boosted by a $35 million gain from SunStrong Management and partially offset by a $21 million RNG charge. The company reaffirmed its 2028 adjusted EPS guidance of $3.55-$3.65 and adjusted return on equity guidance of at least 17%, despite the election outcome.
Management expects full-year balance-sheet or CCH1 investments near the $3 billion target ceiling, while the pipeline remained above $6.5 billion. CCH2 is likely to launch early in 2027 and may include partners beyond KKR; Hannon Armstrong's ownership could be below CCH1's 50%.
