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

For the quarter ended June 2026, Sunrun (RUN) 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 scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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.
• Contracted Subscriber Value: $55,033.00 versus the two-analyst average estimate of $46,240.36.
• Subscriber additions: 19,793 versus 23,779 estimated by two analysts on average.
• Solar Capacity Installed: 174.30 MW versus 194.50 MW estimated by two analysts on average.
• Subscriber Value: $59,377.00 versus $49,904.23 estimated by two analysts on average.
• Revenue- Customer agreements and incentives: $543.73 million versus the five-analyst average estimate of $522.16 million. The reported number represents a year-over-year change of +18.7%.
• Revenue- Solar energy systems and product sales: $326.26 million versus $186.83 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +193% change.
• Revenue- Customer agreements: $506.96 million compared to the $488.33 million average estimate based on three analysts. The reported number represents a change of +17% year over year.
• Revenue- Incentives: $36.77 million versus $48.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +49.7% change.
• Revenue- Solar energy systems: $290.97 million versus the two-analyst average estimate of $50.99 million. The reported number represents a year-over-year change of +668.3%.
• Revenue- Products: $35.29 million versus the two-analyst average estimate of $60.21 million. The reported number represents a year-over-year change of -52%.
• Gross Profit- Solar Energy Systems and Product: $126.95 million versus the four-analyst average estimate of $52.24 million.

View all Key Company Metrics for Sunrun here>>>

Shares of Sunrun have returned -24.7% over the past month versus the Zacks S&P 500 composite's +2.3% 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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This article originally published on Zacks Investment Research (zacks.com).

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