Sunrun cuts 2026 Cash Generation guidance to $200 million-$375 million; Q2 revenue up 53%
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.
Key points
- 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.
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 August 05, 2026.
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.