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Mark Strauss

Research Analyst at JPMorgan

Mark Strouse is an Executive Director and Senior Equity Research Analyst at JPMorgan, specializing in coverage of the solar, clean energy, and industrial technology sectors. He covers leading companies such as First Solar, SunPower, Enphase Energy, and other major solar manufacturers, and is known for providing forward-looking analysis on sector growth and profitability trends, with a strong reputation for long-term market insight. Strouse has been with JPMorgan for over a decade and has tracked the space for more than 10 years, previously holding research roles focused on industrials and energy transition themes. He holds FINRA securities licenses and is recognized for his thought leadership and consistent performance in clean energy research.

Mark Strauss's questions to HA Sustainable Infrastructure Capital (HASI) leadership

Question · Q3 2025

Mark Strauss (via Michael Fairbanks) inquired about the potential impact of the large $1.2 billion transaction and the projected $3 billion in annual volumes on Hannon Armstrong Sustainable Infrastructure Capital's EPS growth algorithm for 2026 and beyond, specifically asking if a step-up in growth is anticipated.

Answer

Jeff Lipson, President and CEO, stated that Hannon Armstrong Sustainable Infrastructure Capital maintains its consistent cadence of providing guidance in February and will offer more details on 2026 and 2027 at that time. He also confirmed that the SunZia project was included in the previous quarter's pipeline.

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