Earnings summaries and quarterly performance for Sunrun.
Executive leadership at Sunrun.
Board of directors at Sunrun.
AF
Alan Ferber
Detailed
Lead Independent Director
CC
Craig Cornelius
Detailed
Director
EF
Edward Fenster
Detailed
Co-Executive Chair and Director
JT
John Trinta
Detailed
Director
KA
Katherine August-deWilde
Detailed
Director
LD
Leslie Dach
Detailed
Director
LJ
Lynn Jurich
Detailed
Co-Executive Chair and Director
SL
Sonita Lontoh
Detailed
Director
Research analysts who have asked questions during Sunrun earnings calls.
DN
Dylan Nassano
Wolfe Research
4 questions for RUN
Also covers: ARRY, ENPH, FLNC +5 more
MM
Maheep Mandloi
Mizuho Financial Group
4 questions for RUN
Also covers: ARRY, BE, CSIQ +10 more
PS
Philip Shen
ROTH MKM
4 questions for RUN
Also covers: ARRY, CSIQ, DQ +12 more
BL
Brian Lee
Goldman Sachs Group, Inc.
3 questions for RUN
Also covers: ARRY, AYI, CCJ +19 more
CR
Colin Rusch
Oppenheimer & Co. Inc.
3 questions for RUN
Also covers: AEVA, ALB, AMPX +24 more
PS
Praneeth Satish
Wells Fargo
3 questions for RUN
Also covers: ARIS, CSIQ, ENB +11 more
AP
Andrew Percoco
Morgan Stanley
2 questions for RUN
Also covers: BE, ENPH, FLNC +8 more
JO
Joseph Osha
Guggenheim Partners
2 questions for RUN
Also covers: AMRC, ARRY, CHPT +11 more
KH
Kashy Harrison
Piper Sandler
2 questions for RUN
Also covers: AMRC, ARRY, BE +13 more
Moses Sutton
BNP Paribas
2 questions for RUN
Also covers: FSLR, GEV, HASI +3 more
AT
Ameet Thakkar
BMO Capital Markets
1 question for RUN
Also covers: BE, BLDP, FLNC +6 more
CD
Chris Dendrinos
RBC Capital Markets
1 question for RUN
Also covers: BE, CHPT, ENPH +8 more
DA
David Arcaro
Morgan Stanley
1 question for RUN
Also covers: AEP, AES, ATO +32 more
Hannah Velásquez
Jefferies
1 question for RUN
Also covers: CWEN, FLNC, ORA +1 more
JW
James West
Evercore ISI
1 question for RUN
Also covers: AMPS, BKR, BORR +12 more
JW
Jon Windham
UBS Group AG
1 question for RUN
Also covers: ARRY, BEP, BEPC +3 more
JL
Jordan Levy
Truist Securities
1 question for RUN
Also covers: AMTX, ARRY, BLDP +10 more
Julien Dumoulin-Smith
Jefferies
1 question for RUN
Also covers: AEE, AEP, AES +54 more
MB
Macro Bay
iBank
1 question for RUN
TM
Tim Moore
EF Hutton
1 question for RUN
Also covers: AMPS, AMSC, ARQ +11 more
TB
Tyler Bisset
Goldman Sachs
1 question for RUN
Also covers: HASI, JKS, OKLO +2 more
Recent press releases and 8-K filings for RUN.
Sunrun and NRG Energy Announce Partnership for Distributed Energy in Texas
RUN
New Projects/Investments
Product Launch
- Sunrun has entered into a new multi-year partnership with NRG Energy to accelerate the adoption of distributed energy, including home battery storage, in Texas.
- The collaboration aims to deliver dispatchable capacity to meet Texas's surging energy demand and support the ERCOT market.
- Texas residents will be offered a complete home energy solution, pairing Sunrun's solar-plus-storage systems with optimized rate plans and smart battery programming through NRG's retail electricity provider, Reliant.
- This partnership is a significant step towards NRG's goal of creating a 1 GW virtual power plant by 2035.
Dec 16, 2025, 2:00 PM
Sunrun Reports Strong 3Q25 Financials, Diversifies Capital Strategy, and Expands Storage-First Approach
RUN
Guidance Update
Debt Issuance
New Projects/Investments
- Sunrun's Net Earning Assets reached $8.2 billion in 3Q25, with $3.4 billion in Contracted Net Earning Assets. The company generated $268 million in cash during 1H25 and ended Q3 with $709 million in unrestricted cash, while actively reducing recourse debt.
- The company significantly bolstered its capital structure, securing ~$2.8 billion in new tax equity commitments and term sheets, and raising ~$2.8 billion in non-recourse debt financing year-to-date. Sunrun is also diversifying its asset monetization strategy through programmatic sales of newly originated assets, which generated $115 million in revenue from Non-Retained or Partially Retained Subscribers in 3Q25.
- Sunrun maintains a strong operational focus on storage, achieving a 70% Storage Attachment Rate in 3Q25. The company is strategically positioned to leverage the 48E Investment Tax Credit, with projects commenced to retain full ITC value through 2029 and plans to extend this through 2030.
Nov 13, 2025, 6:00 AM
Sunrun Reports Strong Q3 2025 Financial Performance and Positive 2026 Outlook
RUN
Earnings
Guidance Update
New Projects/Investments
- Sunrun delivered $1.6 billion in Aggregate Subscriber Value in Q3 2025, a 10% year-over-year increase, and $279 million in Contracted Net Value Creation, up 35% year-over-year.
- The company achieved $108 million in Cash Generation in Q3 2025, marking its sixth consecutive quarter of positive Cash Generation.
- Upfront Net Subscriber Value reached $3,522 in Q3 2025, representing a 7% margin and an expansion of 5 percentage points year-over-year.
- While Subscriber Additions decreased 1% year-over-year to 30,104 in Q3 2025, the Storage Attachment Rate reached 70%.
- Sunrun anticipates positive volume growth and margin expansion in 2026, despite industry projections for a decline.
Nov 6, 2025, 9:30 PM
Sunrun reports strong Q2 2025 results and raises full-year 2025 Contracted Net Value Creation guidance
RUN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Sunrun reported strong 2Q 2025 results, with Aggregate Subscriber Value reaching $1.6 billion (+40% year-over-year) and Contracted Net Value Creation at $376 million (+316% year-over-year), or $1.64 per share.
- The company achieved its fifth consecutive quarter of positive Cash Generation, reporting $27 million in 2Q 2025.
- Net Subscriber Value expanded to a record high of $17,004 in 2Q 2025, driven by a 70% Storage Attachment Rate and 42.6% Average ITC Level.
- Sunrun raised its full-year 2025 guidance for Contracted Net Value Creation to $1.0 to $1.3 billion, an increase from the prior guidance of $650 to $850 million.
- Net Earning Assets reached $7.6 billion as of 2Q 2025, or $33.13 per share.
Nov 6, 2025, 9:30 PM
Sunrun Reports Strong Q3 2025 Financial Results and Reiterates Annual Guidance
RUN
Earnings
Guidance Update
New Projects/Investments
- Sunrun generated $108 million in cash during Q3 2025, marking its sixth consecutive quarter of positive cash generation. The company reiterated its annual cash generation guidance midpoint at $350 million for 2025.
- Aggregate subscriber value for Q3 2025 was $1.6 billion, representing a 10% increase year-over-year, while contracted net value creation grew 35% year-over-year to $279 million.
- The customer base exceeded 1.1 million customers by the end of Q3 2025, with 3.7 gigawatt-hours of dispatchable energy from over 217,000 home batteries. Sunrun expects to have more than 10 gigawatt-hours of dispatchable energy online by the end of 2028.
- A new capital strategy was introduced in Q3 2025, involving the sale of a portion of newly originated storage and solar assets to an energy infrastructure investor, which generated $115 million in revenue and diversifies capital sources.
Nov 6, 2025, 9:30 PM
Sunrun Reports Strong Q3 2025 Financial Results with Increased Revenue and Positive Cash Generation
RUN
Earnings
Guidance Update
Debt Issuance
- Sunrun reported total revenue of $724.6 million in Q3 2025, a 35% increase from Q3 2024, and achieved net income attributable to common stockholders of $16.6 million, or $0.07 basic EPS.
- The company delivered $108 million in Cash Generation in Q3 2025, marking its sixth consecutive quarter of positive Cash Generation, and reiterated its full-year 2025 Cash Generation guidance midpoint of $350 million.
- Operational growth included a 70% Storage Attachment Rate in Q3 2025, up from 60% in the prior year, and a 13% year-over-year increase in total Subscribers to 971,805 as of September 30, 2025.
- Sunrun strengthened its balance sheet by paying down $66 million of recourse debt year-to-date and increasing its unrestricted cash balance by $134 million year-to-date.
Nov 6, 2025, 9:10 PM
Quarterly earnings call transcripts for Sunrun.
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