earnings
confidence high
sentiment neutral
materiality 0.75
Sunrun Q4 net income $103.6M, revenue up 124% YoY; guides 2026 cash generation $250M-$450M
Sunrun Inc.
2025-FY EPS reported
$1.71
revenue$2,956,997,000
- Revenue $1,158.8M (+124% YoY); net income $103.6M ($0.45 basic EPS).
- Subscriber additions 25,475 (-17% YoY); storage attachment rate record 71% in Q4.
- Cash generation $187M in Q4, $377M in FY 2025; repaid $81M recourse debt in Q4, $148M in year.
- FY 2026 cash generation guidance $250M-$450M; Q1 2026 ASV $850M-$950M.
- Contracted Net Value Creation $176M in Q4 ($0.76/share); down 44% YoY.