Earnings ·
Sunrun reports Q3 net income of $153M and raises full-year Cash Generation guidance to approx $200M
RUNSunrun Inc.
Sunrun reported third-quarter 2026 net income attributable to common stockholders of $153.2 million, or $0.64 per diluted share, compared to a loss in the prior year period. Total revenue increased 52% year-over-year to $1.099 billion, driven by a 134% surge in energy systems and product sales. The company highlighted a record 75% storage attachment rate and reported $6 million in Cash Generation for the quarter, or $56 million excluding equipment safe harbor investments. Management raised its full-year 2026 Cash Generation outlook to approximately $200 million, excluding safe harbor investments, from prior guidance of $200–$375 million. Sunrun is America’s largest provider of home battery storage, solar, and home-to-grid power plants.