Sunrun Reports Third Quarter 2026 Financial Results
Sunrun reported Q3 2026 revenue of $1,099.5 million, up 52% year-over-year, with net income attributable to common stockholders of $153.2 million ($0.56 diluted EPS). The direct business returned to growth with installations up 9% YoY, and the storage attachment rate hit a record 75% with 5.0 GWh of networked storage capacity. However, subscriber additions fell 24% YoY to 22,957, and Cash Generation guidance was cut to approximately $200 million from a prior range of $200M-$375M.
Key figures
- Eps
- 0.56
- Revenue
- $1,099.5 million
- Guidance
- Full-year 2026 Cash Generation now ~$200M (ex-safe harbor investments), cut from $200M-$375M; Aggregate Subscriber Value ~$4.6B vs prior $4.6B-$4.9B
- Revenue Yoy
- 52%
- Gaap eps basic
- 0.64
- Cash generation q3
- 6000000
- Subscriber additions
- 22957
- Income from operations
- 153482000
- Operating cash flow q3
- 301380000
- Storage attachment rate
- 75%
- Subscriber additions yoy
- -24%
- Aggregate subscriber value
- 1270000000
- Networked storage capacity
- 5.0 GWh
- Solar capacity installed mw
- 204
- Net income attributable common
- 153246000
- Storage capacity installed mwh
- 374
- Cash generation q3 ex safe harbor
- 56000000
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