Nov 4, 4:09 PM ET
Sunrun reported third-quarter 2026 revenue of $1.1 billion, up 52% from a year earlier, and net income attributable to common stockholders of $153.2 million, or $0.56 per diluted share, versus $0.06 a year earlier. The company now expects full-year 2026 Cash Generation of about $200 million, the top of its prior $200 million to $375 million range was lowered, and Aggregate Subscriber Value of about $4.6 billion, the low end of its prior $4.6 billion to $4.9 billion range.
- Total revenue was $1,099.5 million in Q3 2026, up $374.9 million, or 52%, with energy systems and product sales up 134% partly due to a third-quarter 2025 transaction selling certain storage and energy systems to a third party.
- Net income attributable to common stockholders was $153.2 million, or $0.56 per diluted share, compared with $16.6 million, or $0.06 per diluted share, in Q3 2025.
- Subscriber Additions fell 24% year over year to 22,957, and Net Subscriber Value fell 28% to $9,462.
- Full-year 2026 Cash Generation guidance is now about $200 million, excluding equipment safe harbor investments, compared with the prior range of $200 million to $375 million.
Read the filing on SEC.gov ↗
Aug 5, 4:09 PM ET
Sunrun reported second-quarter 2026 total revenue of $870 million, up 53% from a year earlier, but net income attributable to common stockholders fell to $115.2 million from $279.8 million, and diluted EPS was $0.42 versus $1.07. The company lowered its full-year 2026 Cash Generation and Aggregate Subscriber Value guidance, which may matter to shareholders because both measures are now expected to be lower than previously stated.
- Q2 2026 total revenue was $870 million, up $300.7 million, or 53%, year over year, with energy systems and product sales up 193%.
- Net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share, compared with $279.8 million, or $1.07 per diluted share, in Q2 2025.
- Full-year 2026 Cash Generation guidance was revised to $200 million to $375 million from $250 million to $450 million; Aggregate Subscriber Value guidance was revised to $4.6 billion to $4.9 billion from $4.8 billion to $5.2 billion.
- Net cash used in operating activities was $186 million in Q2 2026, and Subscriber Additions fell 31% year over year to 19,793.
Read the filing on SEC.gov ↗
May 6, 4:07 PM ET
Sunrun reported first quarter 2026 revenue of $722.2 million, up 43% from a year earlier, and net income attributable to common stockholders of $167.6 million, or $0.62 per diluted share, compared with $50.0 million in the prior-year quarter. Contracted Net Value Creation fell 34% to $108 million and Cash Generation was negative $59 million, and the company reiterated its full-year 2026 guidance, which was unchanged.
- Total revenue was $722.2 million, up $218.0 million, or 43%, with energy systems and product sales up 151% to $254.4 million.
- Net income attributable to common stockholders was $167.6 million, or $0.71 basic and $0.62 diluted per share, versus $0.22 and $0.20 a year earlier.
- Contracted Net Value Creation was $108 million, down 34%; Cash Generation was negative $59 million in the quarter.
- Full-year 2026 guidance was unchanged, including Cash Generation of $250 million to $450 million excluding equipment safe harbor investments.
Read the filing on SEC.gov ↗
Feb 26, 4:08 PM ET
Sunrun reported fourth-quarter 2025 revenue of $1,158.8 million, up 124% from a year earlier, and net income attributable to common stockholders of $103.6 million, compared with a loss of $2.81 billion a year earlier that included a $3.1 billion goodwill impairment. However, the company's Contracted Net Value Creation fell 44% to $176 million, and it gave full-year 2026 guidance for Contracted Net Value Creation of $650 million to $1.05 billion and Cash Generation of $250 million to $450 million.
- Q4 2025 total revenue was $1,158.8 million, up $640.3 million, or 124%, driven partly by a third-quarter 2025 transaction in which certain systems were sold to a third party.
- Q4 2025 net income attributable to common stockholders was $103.6 million ($0.38 per diluted share), versus a loss of $2,813.7 million in Q4 2024.
- Contracted Net Value Creation was $176 million in Q4 2025, down 44%, and Subscriber Additions were 25,475, down 17%.
- For full-year 2026, Sunrun expects Aggregate Subscriber Value of $4.8 billion to $5.2 billion and Contracted Net Value Creation of $650 million to $1.05 billion.
Read the filing on SEC.gov ↗
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