Sunrun reports its second quarter 2026 financial results
Aggregate Subscriber Value was about $1.2 billion, Storage Attachment Rate hit a record 74%, and full-year Cash Generation guidance was revised to $200-$375 million.
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Home solar panel and battery storage provider
sunrun.comLast updated
In short: Sunrun expanded its distributed power plants and partnered with Tesla to provide 16 GW of power for utilities and AI data centers.
Aggregate Subscriber Value was about $1.2 billion, Storage Attachment Rate hit a record 74%, and full-year Cash Generation guidance was revised to $200-$375 million.
It now includes more than 80,000 households and 110,000 batteries, making it one of the largest flexible energy resources in the state.
The partnership aims to meet surging data center demand using home batteries and smart devices, lowering household costs.
It generated $2.96 billion in 2025 revenue, up 45% year over year, with record cash generation.
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