Sunrun Reports First Quarter 2026 Financial Results
Sunrun reported Q1 revenue of $722.2 million, up 43% year-over-year, driven by a 151% increase in energy systems and product sales revenue. The storage attachment rate reached a record 73% in the quarter, while Upfront Net Subscriber Value margin improved 8 percentage points compared to the prior year.
Key figures
- Eps
- 0.71
- Revenue
- 722200000
- Guidance
- Full-year 2026 Cash Generation $250M-$450M; Contracted Net Value Creation $650M-$1,050M; Aggregate Subscriber Value $4.8B-$5.2B
- Revenue Yoy
- 43%
- Net income
- 167600000
- Cash generation
- -59000000
- Subscriber additions
- 17665
- Storage attachment rate
- 73%
- Aggregate subscriber value
- 1082000000
- Contracted net value creation
- 108000000
AI analysis
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