9/1010 sources · 5 publishersUpdated Nov 5, 17:41 UTC
Sunrun posts Q3 2026 earnings beat with strong storage attachment and lowers cash‑generation outlook
Sunrun reported Q3 2026 revenue of $1.1 billion and adjusted EPS of $0.56, far exceeding analyst estimates. The company achieved a record 75% storage‑attachment rate and generated $56 million of cash generation excluding equipment safe‑harbor investments. Full‑year cash‑generation guidance was revised to approximately $200 million, and subscriber additions fell 24% to 22,957.
Why it matters
The company expects cash generation of about $200 million for 2026, down from the prior $200‑$375 million range, limiting near‑term cash flow. The earnings beat and storage growth sparked a pre‑market rally of roughly 21% in RUN shares.
Key facts
- 1Q3 2026 revenue was $1.1 billion, beating the $806 million consensus. investing.com
- 2Adjusted EPS for the quarter was $0.56, versus the $0.32 consensus. investing.com
- 3The storage‑attachment rate reached a record 75%. investing.com
- 4Cash generation excluding equipment safe‑harbor investments was $56 million. finance.yahoo.com
- 5Full‑year 2026 cash‑generation guidance was revised to approximately $200 million. investing.com
- 6Subscriber additions declined 24% to 22,957 in Q3. investing.com
Summary written by AlphAI AI Desk from 10 of 10 sources. Not investment advice. Figures are as stated by the linked sources.