Sunrun (NASDAQ: RUN) reported Q4 EPS of $0.38, $0.42 better than the analyst estimate of ($0.04). Revenue for the quarter came in at $1.16 billion versus the consensus estimate of $601.83 million.

Outlook

Aggregate Subscriber Value is expected to be in a range of $850 million to $950 million in the first quarter of 2026.

Contracted Net Value Creation is expected to be in a range of $25 million to $125 million in the first quarter of 2026.

Cash Generation2 is expected to be positive in the first quarter of 2026.

For the full-year 2026, Aggregate Subscriber Value is expected to be in a range of $4.8 billion to $5.2 billion.

Contracted Net Value Creation is expected to be in a range of $650 million to $1,050 million for the full-year 2026.

Cash Generation2 is expected to be in a range of $250 million to $450 million for the full-year 2026, excluding potential investment related to safe harbor strategies.

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