Sunrun Q2 revenue up 53% to $870M; lowers FY 2026 Cash Generation guidance to $200-375M

Sunrun Inc.

Revenue $870M (+53% YoY); net income $115.2M ($0.42 diluted EPS).
Subscriber additions 19,793 (-31% YoY); total subscribers 1.03M (+10% YoY).
Storage attachment rate record 74% (up from 70% YoY); networked storage capacity 4.6 GWh.
FY 2026 Cash Generation guidance revised to $200-375M (excl. safe harbor) from $250-450M; Aggregate Subscriber Value guidance lowered to $4.6-4.9B.
Q2 Cash Generation $23M ($45M excl. safe harbor); net cash used in ops -$186M.

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