Sunrun shares surge 9% as Q1 results top estimates, reaffirms 2025 outlook

Published 07/05/2025, 22:30
Sunrun shares surge 9% as Q1 results top estimates, reaffirms 2025 outlook

Investing.com -- Sunrun Inc . (NASDAQ:RUN), the leading U.S. residential solar and battery storage provider, saw its shares jump 9.1% in after-hours trading on Tuesday after reporting better-than-expected first quarter results and reaffirming its full-year 2025 guidance.

The company reported a Q1 adjusted loss of $0.20 per share, beating analyst estimates for a $0.37 per share loss. Revenue rose to $504.3 million, surpassing the consensus forecast of $486.09 million and marking a 4% increase YoY.

Sunrun added 23,692 new subscribers in Q1, up 7% from the same period last year. The company’s storage attachment rate reached a record 69%, with customer additions including storage growing 46% YoY.

"The first quarter was another strong quarter for Sunrun as we exceeded our volume and Cash Generation targets by significant margins in what is seasonally the slowest quarter of the year," said Mary Powell, Sunrun’s Chief Executive Officer.

The company generated $56 million in cash during Q1, marking its fourth consecutive quarter of positive cash generation. Sunrun reiterated its 2025 cash generation guidance of $200 million to $500 million.

Sunrun expects Q2 aggregate subscriber value between $1.3 billion and $1.375 billion, representing 21% YoY growth at the midpoint. For full-year 2025, the company forecasts aggregate subscriber value of $5.7 billion to $6.0 billion, a 14% increase from 2024 at the midpoint.

The company continued to strengthen its balance sheet, paying down $27 million of recourse debt in Q1 using excess cash. Since March 31, 2024, Sunrun has reduced its recourse debt by $214 million.

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