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Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended June 2026, Sunrun (RUN - Free Report) reported revenue of $869.99 million, up 52.8% over the same period last year. EPS came in at $0.42, compared to $1.07 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $722.86 million, representing a surprise of +20.35%. The company delivered an EPS surprise of +425%, with the consensus EPS estimate being $0.08.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Sunrun performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Storage Capacity Installed: 332.00 Mwh versus the two-analyst average estimate of 358.88 Mwh.
  • Subscriber additions: 19,793 compared to the 23,779 average estimate based on two analysts.
  • Solar Capacity Installed: 174.30 MW versus 194.50 MW estimated by two analysts on average.
  • Subscriber Value: $59,377.00 versus the two-analyst average estimate of $49,904.23.
  • Revenue- Customer agreements and incentives: $543.73 million versus $522.16 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +18.7% change.
  • Gross Profit- Customer Agreements and Incentives: $201.28 million versus the four-analyst average estimate of $124.93 million.

View all Key Company Metrics for Sunrun here>>>

Shares of Sunrun have returned -9.6% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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