earnings
confidence high
sentiment positive
materiality 0.70
Sunrun Q3 revenue $724.6M (+35%); Subscriber Value $1.6B (+10%); cash generation $108M
Sunrun Inc.
2025-Q3 EPS reported
$1.33
revenue$1,798,164,000
- Revenue $724.6M (+35% YoY); net income $16.6M ($0.07 basic EPS).
- Aggregate Subscriber Value $1.6B (+10% YoY); Contracted Net Value Creation $279M (+35%).
- Cash Generation $108M in Q3, sixth consecutive positive quarter; 2025 guidance narrowed to $250-450M, midpoint $350M unchanged.
- Storage Attachment Rate 70% (up from 60% YoY); Customer Additions with storage grew 20% YoY.
- Craig Cornelius appointed to Board effective Nov 6, 2025; Board expands to nine.