Sunrun — Third Quarter 2026 Earnings Summary

Sunrun reported third-quarter 2026 financial results showing a return to growth in its direct business with a 9% year-over-year increase in installations. The company achieved a record 75% storage attachment rate and generated $6 million in cash flow for the quarter, rising to $56 million when excluding $50 million in equipment safe harbor investments. Total revenue for the quarter reached $1.099 billion, driven by a 134% surge in energy systems and product sales, while net income attributable to common stockholders was $153.2 million. Sunrun revised its full-year 2026 cash generation guidance to approximately $200 million, excluding investments in equipment safe harboring.