Sunrun (NASDAQ: RUN) reported Q2 EPS of $1.07, versus $0.55 reported last year. Revenue for the quarter came in at $569.3 million versus the consensus estimate of $558.15 million.

Outlook

Aggregate Subscriber Value is expected to be in a range of $1.5 billion to $1.6 billion in the third quarter of 2025, representing 8% growth compared to the third quarter of 2024 at the midpoint.

Contracted Net Value Creation is expected to be in a range of $275 million to $375 million in the third quarter of 2025, representing 58% growth compared to the third quarter of 2024 at the midpoint.

Cash Generation is expected to be in a range of $50 million to $100 million in the third quarter of 2025.

For the full-year 2025, Aggregate Subscriber Value is expected to be in a range of $5.7 billion to $6.0 billion, unchanged from the prior outlook, representing 14% growth compared to the full-year 2024 at the midpoint.

Contracted Net Value Creation is now expected to be in a range of $1.0 billion to $1.3 billion for the full-year 2025, an increase from the prior guidance range of $650 million to $850 million, and representing 67% growth compared to full-year 2024 at the midpoint. The higher revised range is driven by the company's margin focus leading to increased cost efficiencies and value optimization.

Cash Generation is expected to be in a range of $200 million to $500 million for the full-year 2025, unchanged from the company’s prior guidance.

For earnings history and earnings-related data on Sunrun (RUN) click here.