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Sunrun (RUN)
NASDAQ:RUN
Earnings Data
Report Date
Feb 25, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.07Last Year’s EPS
-12.51Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial performance with significant growth in subscriber value, customer base, and energy resources. Sunrun's strategic focus on margin improvement and cash generation is evident, with successful capital raising activities. However, there are challenges with increased creation costs and potential impacts from the 25D expiration. Overall, the highlights significantly outweigh the lowlights.Company Guidance
Strong Financial Performance
Sunrun generated $1.6 billion in top line aggregate subscriber value, a 10% year-over-year growth. Contracted net value creation grew 35% year-over-year to $279 million. The company reported a solid upfront net subscriber value of over $3,500, a 5-point margin improvement compared to the prior year, representing a 7% margin on contracted subscriber value. Cash generation was $108 million in Q3, marking the sixth consecutive quarter of positive cash generation.
Growth in Customer Base and Energy Resources
Sunrun's customer base exceeded 1.1 million. The company boasts 3.7 gigawatt hours of dispatchable energy from home batteries and over 8.2 gigawatts of solar generation capacity. Sunrun installed over 217,000 storage systems, with a storage attachment rate increase from under 10% to over 50% in Massachusetts.
Expansion of Storage and Solar Offerings
The Flex product, which includes storage and solar, saw a take rate of about 40% in markets where it is offered. Sunrun plans to deploy about 10,000 Lunar systems over the next year, and the Flex product is driving higher Net Promoter Scores, with scores over 10 points higher.
Capital Markets and Financing Success
Sunrun raised $2.8 billion in traditional and hybrid tax equity in 2025. The company also priced three securitizations, raising approximately $1.4 billion in senior non-recourse debt. There is $811 million in unused commitments available in the non-recourse senior revolving warehouse loan.
RUN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RUN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $20.42 | ― | ― |
Aug 06, 2025 | $9.07 | $12.00 | +32.30% |
May 07, 2025 | $7.39 | $8.50 | +15.02% |
Feb 27, 2025 | $7.91 | $7.25 | -8.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sunrun (RUN) report earnings?
Sunrun (RUN) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).
What is Sunrun (RUN) earnings time?
Sunrun (RUN) earnings time is at Feb 25, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RUN EPS forecast?
RUN EPS forecast for the fiscal quarter 2025 (Q4) is -0.07.
