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Sunrun lowered its 2026 outlook: It now expects about $200 million in Cash Generation, down from a prior range of $200 million to $375 million, and approximately $4.6 billion in Aggregate Subscriber Value. The company cited installation volumes below expectations and, to a lesser extent, higher interest rates.
Installation trends were mixed: Direct installation volumes grew 9% year over year, while affiliate volumes fell 67%; Sunrun expects affiliates to decline more than 60% for the full year. Storage attachment reached a record 75%, and Upfront Net Subscriber Value rose to about $3,700 per customer.
Sunrun expects growth in 2027 and beyond: It anticipates higher overall installation volumes and meaningfully positive Cash Generation next year, while flagging insurance, California property taxes and capital costs as potential pressures. The company also plans to double its online storage capacity by the end of 2028.
3 Small Caps Hitting 52-Week Highs: Take Profits or Let Ride?
#volumes
Sunrun lowered its 2026 outlook: It now expects about $200 million in Cash Generation, down from a prior range of $200 million to $375 million, and approximately $4.6 billion in Aggregate Subscriber Value. The company cited installation volumes below expectations and, to a lesser extent, higher interest rates.
Installation trends were mixed: Direct installation volumes grew 9% year over year, while affiliate volumes fell 67%; Sunrun expects affiliates to decline more than 60% for the full year. Storage attachment reached a record 75%, and Upfront Net Subscriber Value rose to about $3,700 per customer.
Sunrun expects growth in 2027 and beyond: It anticipates higher overall installation volumes and meaningfully positive Cash Generation next year, while flagging insurance, California property taxes and capital costs as potential pressures. The company also plans to double its online storage capacity by the end of 2028.
3 Small Caps Hitting 52-Week Highs: Take Profits or Let Ride?
#volumes
6 hours ago
