Sunrun Inc. ( RUN ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Patrick Jobin - Senior VP of Finance & Investor Relations Mary Powell - CEO & Director Danny Abajian - CFO & Principal Financial Officer Paul Dickson - President & Chief Revenue Officer Conference Call Participants Brian Lee - Goldman Sachs Group, Inc., Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Ameet Thakkar - BMO Capital Markets Equity Research Colin Rusch - Oppenheimer & Co. Inc., Research Division Vikram Bagri - Citigroup Inc., Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Presentation Operator Good afternoon, and welcome to Sunrun's Third Quarter Earnings Conference Call. Please note that this call is being recorded and that 1 hour has been allocated for the call, including the question-and-answer session.
Sunrun (RUN) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.37 per share a year ago.
Evaluate the expected performance of Sunrun (RUN) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
| Energy Equipment & Services Industry | Energy Sector | Mary Grace Powell CEO | NASDAQ (NGS) Exchange | 86771W105 CUSIP |
| US Country | 11,058 Employees | - Last Dividend | - Last Split | 5 Aug 2015 IPO Date |
Sunrun Inc. is a leading company in the renewable energy sector, specializing in residential solar energy systems in the United States. Established in 2007 with its headquarters in San Francisco, California, Sunrun Inc. has a primary focus on designing, developing, installing, selling, owning, and maintaining solar energy solutions for residential homes. The company embraces a direct-to-consumer approach, utilizing various marketing and sales channels including online, retail, mass media, digital media, canvassing, field marketing, and a network of partners to reach its customers. Additionally, Sunrun Inc. addresses the needs of commercial developers through its services for multi-family units and new homes, fully committing to making solar energy accessible and efficient for a broad spectrum of customers.
Sunrun Inc. offers a comprehensive range of solar energy systems and related products, including panels and racking systems, making solar energy accessible to residential homeowners. These systems are tailored to meet the specific energy needs of each household, ensuring efficiency and sustainability.
The company also engages in generating and selling solar leads to customers, providing valuable connections between potential buyers and the solar energy solutions that Sunrun Inc. offers. This service is crucial for expanding solar energy adoption among homeowners.
Recognizing the importance of energy storage, Sunrun Inc. provides battery storage solutions that are integrated with its solar energy systems. This allows homeowners to store excess solar power, enhancing their energy independence and security.
In addition to serving residential customers, Sunrun Inc. caters to commercial developers by offering specialized services for multi-family buildings and new home constructions. These services ensure that solar energy benefits can be extended to a wider range of living environments, promoting sustainability on a larger scale.