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.
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From Sunrun's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$2.96B
+45.1%
$1.71
—
15.2%
FY2024
$2.04B
-9.8%
$-12.81
—
-139.7%
FY2023
$2.26B
-2.7%
$-7.41
-1026.2%
-71.0%
FY2022
$2.32B
+44.2%
$0.80
—
7.5%
FY2021
$1.61B
+74.6%
$-0.39
—
-4.9%
Frequently asked questions
When is Sunrun's next earnings date?
Sunrun has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Sunrun earn last quarter?
For the quarter ended Sep 2026, Sunrun reported diluted EPS of $0.56 (+833.3% year over year) on revenue of $1.10B (+51.7%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.