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Sunrun (RUN)
NASDAQ:RUN
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.11Last Year’s EPS
0.55Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 73.88%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a generally optimistic outlook with strong operational performance, cash generation, and market share gains. However, there are concerns regarding the impact of tariffs and potential changes to tax policies, which may affect future costs and cash generation.Company Guidance
During Sunrun's first-quarter earnings call for fiscal year 2025, the company reported exceeding their volume and cash generation targets, generating $56 million in cash and marking their fourth consecutive quarter of positive cash flow. They also achieved a $30 million increase in unrestricted cash from the previous quarter, ending with $605 million. Sunrun reduced their parent debt by $27 million and reported a 6% increase in total customer additions from the previous year, with a significant 23% increase in aggregate subscriber value to over $1.2 billion. The company also noted a record-high 69% storage attachment rate, with customer additions incorporating storage growing by over 46%. Market share for new solar installations grew to approximately 19%, and new storage installations reached about 45% across the U.S. Sunrun announced their innovative product, Flex, which allows for increased energy consumption flexibility, projecting $20 million in additional annual customer payments if 100,000 customers increase their usage by 15%. Despite facing challenges with tariffs and tax policy uncertainties, Sunrun remains optimistic about generating meaningful cash this year, aiming for $200 million to $500 million in cash generation. They reported a 15% increase in subscriber value to approximately $52,000, with net subscriber value growing by 66% year-over-year to $10,390. They also highlighted their efforts in leveraging AI for operational efficiencies and cost reductions. The company plans to pay down $100 million or more of recourse debt in 2025 and introduced guidance for aggregate subscriber value to be between $5.7 and $6 billion, with contracted net value creation expected to range from $650 million to $850 million.Positive Cash Generation
Sunrun generated $56 million in cash in Q1 2025, marking the fourth consecutive quarter of positive cash generation.
Increase in Unrestricted Cash
Ended Q1 with $605 million in unrestricted cash, a $30 million increase from the prior quarter.
Customer Additions and Subscriber Value Growth
Total customer additions grew 6% year-over-year, and aggregate subscriber value grew 23% to more than $1.2 billion.
High Storage Attachment Rate
Customer additions with storage grew by over 46% from Q1 of last year, achieving a record-high 69% storage attachment rate.
Launch of Sunrun Flex
Introduced innovative product Sunrun Flex, which has seen over 10,000, or over half of Flex-eligible customers, select Flex over non-Flex alternatives.
Strong Demand and Market Share Gains
Sunrun increased its market share to approximately 19% of new solar installations and about 45% of new storage installations across the country.
AI-Driven Efficiency Improvements
Implemented over 100 AI initiatives, including a system design tool that improved design process efficiency by 30%.
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RUN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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RUN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $7.39 | $8.50 | +15.02% |
Feb 27, 2025 | $7.91 | $7.25 | -8.34% |
Nov 07, 2024 | $11.60 | $10.23 | -11.81% |
Aug 06, 2024 | $16.49 | $18.31 | +11.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Sunrun (RUN) report earnings?
Sunrun (RUN) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Sunrun (RUN) earnings time?
Sunrun (RUN) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RUN EPS forecast?
RUN EPS forecast for the fiscal quarter 2025 (Q2) is -0.11.
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