Sunrun Inc

Latest Results (10.10.2025):

Sunrun Inc reported strong financial results for the second quarter of 2025, showcasing significant growth in subscriber value, contracted net value creation, and continued positive cash generation. The company reinforced its outlook for cash generation in 2025, underscoring its leadership in the residential solar and energy storage market.

Aggregate Subscriber Value Soars

In Q2 2025, Sunrun Inc achieved an Aggregate Subscriber Value of $1.6 billion, marking a 40% increase year-over-year. This growth highlights the company’s expanding customer base and the increasing value derived from its solar and storage solutions.

Record Contracted Net Value Creation

Sunrun Inc reported Contracted Net Value Creation of $376 million, or $1.64 per share, representing a remarkable 316% growth compared to Q2 2024. This milestone underscores the company’s effective value optimization and strong market positioning.

Consistent Positive Cash Generation

The company maintained its fifth consecutive quarter of positive Cash Generation, with $27 million reported in Q2 2025. Sunrun Inc is reiterating its cash generation guidance of $200 million to $500 million for the full year 2025, reflecting sustained financial health and operational efficiency.

Impressive Storage Attachment Rate

Sunrun Inc reached a 70% storage attachment rate in Q2 2025, up from 54% in the previous year. The installation of over 195,000 solar and storage systems has resulted in more than 3.2 Gigawatt hours of networked storage capacity, enhancing the company’s energy offerings and grid support capabilities.

Strategic Debt Reduction and Capital Management

During the second quarter, Sunrun Inc repaid $21 million of recourse debt, contributing to a total reduction of $235 million since March 2024. The company has bolstered its unrestricted cash balance by $131 million and grown net earning assets by $2.4 billion, positioning itself for continued financial stability and growth.