earnings
confidence high
sentiment neutral
materiality 0.75
Sunrun Q1 net income $0.71/sh, revenue +43%; subscriber additions -25% YoY
Sunrun Inc.
2026-Q1 EPS reported
$0.62
revenue$722,231,000
- Revenue $722.2M (+43% YoY); net income $167.6M ($0.71 basic EPS).
- Subscriber additions 17,665 (-25% YoY); storage attachment rate 73% (record).
- Cash Generation -$59M in Q1 due to project finance timing; full-year guidance $250-450M reiterated.
- Contracted Net Value Creation $108M ($0.46/share), down 34% YoY.
- Aggregate Subscriber Value expected $1.1-1.2B in Q2; full-year $4.8-5.2B unchanged.