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Sunrun Inc.

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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 12/31/2025FY2025 Q4
Revenue
1,159M USD
YoY +123.5%
Operating Income
97M USD
YoY +103.0%
Net Income
104M USD
YoY +103.7%
EPS
0.45$
YoY +103.6%

Revenue

$3B
FY2024 Q1$458.2M
$458.2M
Q1
FY2024 Q2$982.1M
$982.1M
Q2
FY2024 Q3$1.5B
$1.5B
Q3
FY2024 Q4$2B
$2B
Q4
FY2025 Q1$504.3M
$504.3M
Q1
FY2025 Q2$1.1B
$1.1B
Q2
FY2025 Q3$1.8B
$1.8B
Q3
FY2025 Q4$3B
$3B
Q4
Actual
+$919.3M (+45.1%)

Net Income

$450.6M
FY2024 Q1$-87.8M
$-87.8M
Q1
FY2024 Q2$51.3M
$51.3M
Q2
FY2024 Q3$-32.5M
$-32.5M
Q3
FY2024 Q4$-2.8B
$-2.8B
Q4
FY2025 Q1$50M
$50M
Q1
FY2025 Q2$330.4M
$330.4M
Q2
FY2025 Q3$347M
$347M
Q3
FY2025 Q4$450.6M
$450.6M
Q4
Actual
+$3.3B (+115.8%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020BEAT
Actual:$922.2M
Est:$904.4M
FY2020BEAT
$922.2M
FY2021BEAT
Actual:$1.6B
Est:$1.6B
FY2021BEAT
$1.6B
FY2022BEAT
Actual:$2.3B
Est:$2.3B
FY2022BEAT
$2.3B
FY2023BEAT
Actual:$2.3B
Est:$2.1B
FY2023BEAT
$2.3B
FY2024MISS
Actual:$2B
Est:$2B
FY2024MISS
$2B
FY2025BEAT
Actual:$3B
Est:$2.4B
FY2025BEAT
$3B

Analyst Estimates