earnings
confidence high
sentiment positive
materiality 0.80
Sunrun Q1 revenue $504M (+10% YoY); net income $50M; cash generation $56M
Sunrun Inc.
2025-Q1 EPS reported
$0.20
revenue$504,271,000
- GAAP net income $50M ($0.22 basic EPS); revenue $504.3M, up 10% YoY.
- Subscriber additions 23,692 (+7% YoY); storage attachment rate 69% (vs 50% prior year).
- Contracted Net Value Creation $164M ($0.72/share), up 104% YoY.
- Cash Generation $56M (4th consecutive positive quarter); reiterates FY25 guidance of $200M-$500M.
- Paid down $27M of recourse debt in Q1; total deleveraging $214M over past four quarters.