Exploring Analyst Estimates for Sunrun (RUN) Q4 Earnings, Beyond Revenue and EPS

Core Insights - Sunrun (RUN) is expected to report a quarterly loss of -$0.08 per share, a decline of 105.7% year-over-year, with revenues projected at $656.91 million, reflecting a 26.7% increase compared to the same period last year [1] Revenue Estimates - Analysts forecast 'Revenue- Customer agreements and incentives' to be $457.58 million, indicating a year-over-year increase of 17.8% [3] - The consensus estimate for 'Revenue- Solar energy systems and product sales' is $194.27 million, suggesting a year-over-year change of 49.5% [4] - The average prediction for 'Revenue- Customer agreements' is $436.39 million, pointing to a 22.1% increase from the previous year [4] - Analysts estimate 'Revenue- Incentives' will reach $42.28 million, indicating a 36.3% increase from the prior-year quarter [4] - 'Revenue- Solar energy systems' is projected to be $63.65 million, reflecting a year-over-year increase of 70.9% [5] - 'Revenue- Products' is expected to reach $77.66 million, indicating a decline of 16.2% from the prior-year quarter [5] Profit and Cost Estimates - 'Gross Profit- Customer Agreements and Incentives' is expected to reach $113.85 million, compared to $95.94 million reported in the same quarter last year [6] - The estimated 'Cost of solar energy systems and product sales' is projected to be $162.64 million [6] - Analysts suggest that 'Cost of customer agreements and incentives' will likely reach $343.73 million [6] Market Performance - Sunrun shares have shown a return of -3% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [7] - With a Zacks Rank 2 (Buy), Sunrun is expected to outperform the overall market in the near future [7]