Sunrun (RUN) Q2 Earnings and Revenues Beat Estimates

Core Insights - Sunrun reported quarterly earnings of $1.07 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.18 per share, marking an earnings surprise of +694.44% [1] - The company achieved revenues of $569.34 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.17% and showing an increase from $523.87 million year-over-year [2] Financial Performance - Over the last four quarters, Sunrun has surpassed consensus EPS estimates three times and topped revenue estimates two times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.11 on revenues of $604.9 million, and for the current fiscal year, it is -$0.41 on revenues of $2.26 billion [7] Market Position - Sunrun shares have increased by approximately 1.8% since the beginning of the year, underperforming compared to the S&P 500's gain of 7.1% [3] - The Zacks Industry Rank indicates that the Solar industry is currently in the bottom 40% of over 250 Zacks industries, which may impact stock performance [8] Future Outlook - The sustainability of Sunrun's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The estimate revisions trend for Sunrun was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]