Dec 31, 2022

Hannon Armstrong Q4 2022 Earnings Report

Reported results, affirmed guidance, and increased dividend.

Key Takeaways

Hannon Armstrong reported fourth quarter and full year 2022 results. The company's Distributable EPS grew at 11% CAGR since its first full year of going public. The company affirms guidance that Distributable Earnings Per Share is expected to grow at a compound annual rate of 10% to 13% from 2021 to 2024.

Delivered $0.47 GAAP EPS on a fully diluted basis in 2022, compared with $1.51 in 2021

Delivered $2.08 Distributable EPS on a fully diluted basis in 2022, compared to $1.88 Distributable EPS in 2021, representing 11% year-on-year growth

Grew Portfolio 19% in 2022 to $4.3 billion and managed assets 11% to $9.8 billion compared to the end of 2021

Reported GAAP-based Net Investment Income of $45 million in 2022, compared to $11 million in 2021

Total Revenue
$36.8M
Previous year: $30.5M
+20.4%
EPS
$0.47
Previous year: $0.47
+0.0%
Managed Assets
$9.79B
Previous year: $8.8B
+11.3%
Gross Profit
$58.3M
Previous year: $53.7M
+8.6%
Cash and Equivalents
$156M
Previous year: $226M
-31.2%
Total Assets
$4.76B
Previous year: $4.15B
+14.7%

Hannon Armstrong

Hannon Armstrong

Forward Guidance

The Company expects that annual distributable earnings per share will grow at a compounded annual rate of 10% to 13% from 2021 to 2024, relative to the 2020 baseline of $1.55 per share, which is equivalent to a 2024 midpoint of $2.40 per share. The Company also expects growth of annual dividends per share to be at a compounded annual rate of 5% to 8%.