Sunrun Q3 revenue up 35% to $724.6 million; net income $16.6 million
Sunrun reported third-quarter 2025 results with total revenue of $724.6 million, up 35% from a year earlier, and net income attributable to common stockholders of $16.6 million, compared with a loss of $83.8 million in the same quarter of 2024. The company reiterated the midpoint of its full-year 2025 Cash Generation outlook at $350 million and unchanged full-year guidance for Aggregate Subscriber Value and Contracted Net Value Creation. The filing also discloses the appointment of Craig Cornelius to the board, which expands it from eight to nine directors.
Key points
- Total revenue was $724.6 million in Q3 2025, up $187.4 million, or 35%, year over year; solar energy systems and product sales rose 77%, partly due to a third-party sale of certain systems.
- Net income attributable to common stockholders was $16.6 million, or $0.07 per basic share and $0.06 per diluted share, versus a loss of $83.8 million in Q3 2024.
- Full-year 2025 Cash Generation guidance was narrowed to $250 million to $450 million, within the prior range of $200 million to $500 million, with the $350 million midpoint unchanged.
- Craig Cornelius, CEO of Clearway Energy Group, was appointed to the board effective November 6, 2025, and to its Audit and Nominating, Governance, and Sustainability committees.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 06, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.