earnings
confidence high
sentiment positive
materiality 0.80
Sunrun Q2 net income $279.8M ($1.22/sh) on revenue $569M (+9% YoY); raises contracted net value creation guidance
Sunrun Inc.
2025-Q2 EPS reported
$1.28
revenue$1,073,607,000
- Net income $279.8M ($1.22 basic EPS) vs year-ago net loss; revenue $569M, up 9% YoY.
- Subscriber additions 28,823 (+15% YoY); storage attachment rate 70% (was 54%).
- Contracted Net Value Creation $376M (+316% YoY); full-year guidance raised to $1.0-1.3B (prior $650-850M).
- Cash Generation positive for 5th consecutive quarter at $27M; 2025 outlook reaffirmed $200-500M.
- Creation costs fell 4% YoY to $36,887; Net Subscriber Value up 182% to $17,004.