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Sunrun (NasdaqGS:RUN) Q1 2026 Earnings call May 06, 2026 04:30 PM ET Company Participants Danny Abajian - CFO Mary Powell - CEO Patrick Jobin - Investor Relations Officer Paul Dickson - President and Chief Revenue Officer Conference Call Participants Brian Lee - Analyst Colin Rusch - Analyst Maheep Mandloi - Analyst Pavel Molchanov - Analyst Philip Shen - Managing Director and Senior Research Analyst Praneeth Satish - Analyst Vikram Bagri - Analyst None - Analyst Operator Good afternoon, and welcome to Sunr ...

Sunrun (NasdaqGS:RUN) Q1 2026 Earnings call May 06, 2026 04:30 PM ET Brian Lee - Analyst Colin Rusch - Analyst Maheep Mandloi - Analyst Pavel Molchanov - Analyst Philip Shen - Managing Director and Senior Research Analyst Praneeth Satish - Analyst Vikram Bagri - Analyst None - Analyst Operator Good afternoon, and welcome to Sunrun's first quarter 2026 earnings conference call. Please note that this call is being recorded and that 1 hour has been allocated for the call, including the Q&A session. To join the ...

Sunrun (NasdaqGS:RUN) Q1 2026 Earnings call May 06, 2026 04:30 PM ET Speaker5 Good afternoon, and welcome to Sunrun's first quarter 2026 earnings conference call. Please note that this call is being recorded and that 1 hour has been allocated for the call, including the Q&A session. To join the Q&A session after the prepared remarks, please press star one at any time. We ask participants to limit themselves to 1 question and 1 follow-up question. I will now turn the call over to Patrick Jobin, Sunrun's Inve ...

1Q 2026 Operating & Financial Results May 6, 2026 Safe harbor & forward looking statements This communication contains forward-looking statements related to Sunrun (the "Company") within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements related to: the Company's financial and operating guidance and expectations; the Company's business plan, growth trajectory, expectations, market leadership, competitive advantages ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37511 Sunrun Inc. Delaware 26-2841711 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 600 California Street, ...

Exhibit 99.1 Sunrun Reports First Quarter 2026 Financial Results Aggregate Subscriber Value of $1.1 billion in Q1 Contracted Net Value Creation of $108 million in Q1, or $0.46 per share Storage Attachment Rate reached record 73% in Q1 Net change in cash and restricted cash of -$148 million and Cash Generation of -$59 million in Q1, owing to a shift in project finance timing into Q2 and investments in safe harbor 1 Paid down $92 million of recourse debt in Q1 with excess cash SAN FRANCISCO, May 6, 2026 -- Su ...

Aggregate Subscriber Value of $1.1 billion in Q1 Contracted Net Value Creation of $108 million in Q1, or $0.46 per share Storage Attachment Rate reached record 73% in Q1 Net change in cash and restricted cash of -$148 million and Cash Generation1 of -$59 million in Q1, owing to a shift in project finance timing into Q2 and investments in safe harbor Paid down $92 million of recourse debt in Q1 with excess cash Reiterating Cash Generation1,2 guidance of $250 million to $450 million in 2026, excluding investm ...

公司概况与市场地位 - Sunrun Inc 是一家美国住宅太阳能、电池存储和家庭能源服务提供商，成立于2007年，总部位于旧金山，公司开创了太阳能即服务模式，允许房主通过租赁和购电协议以有限的前期成本采用屋顶太阳能系统 [4] - 公司净利润率为15.3%，是当前11家最具盈利能力的可再生能源股票之一 [1] 近期分析师观点与目标价调整 - 4月21日，巴克莱银行将其目标价从23美元下调至14美元，同时维持“持股观望”评级，该行认为第一季度业绩可能反映关联方减少和正常的季节性销量疲软，并建议公司可能在2026年更依赖资产出售来抵消疲软的税收股权市场 [1] - 巴克莱银行补充称，一旦达到杠杆率和契约门槛，股东资本回报更可能在2026年下半年或2027年实现 [1] - 同日，花旗银行将其目标价从26美元下调至20美元，同时重申“买入”评级，该行在对替代能源设备和服务行业进行第一季度预览时调整了全行业预期，并指出预计该行业许多公司将面临充满挑战的财报季 [3] 长期战略定位与行业展望 - 尽管分析师下调了近期目标，但两家机构都继续认可Sunrun在住宅能源转型中的战略相关性，以及一旦资产负债表指标改善后股东回报的最终潜力 [5] - 随着融资市场正常化以及对分布式太阳能加存储解决方案的需求扩大，公司仍处于从长期清洁能源采用趋势中受益的地位 [5]