Core Insights - Sunrun reported revenue of $504.27 million for Q1 2025, a 10.1% increase year-over-year, with EPS at $0.20 compared to -$0.40 in the same quarter last year, exceeding Zacks Consensus Estimate by 2.09% [1] - The company demonstrated a significant EPS surprise of 190.91%, with the consensus EPS estimate being -$0.22 [1] Financial Performance - Solar Energy Capacity Installed for Subscribers reached 375 MW, significantly above the five-analyst average estimate of 176.85 MW [4] - Networked Solar Energy Capacity was reported at 7,721 MW, slightly below the three-analyst average estimate of 8,009.15 MW [4] - Revenue from Customer Agreements and Incentives was $402.92 million, exceeding the six-analyst average estimate of $378.92 million, reflecting a year-over-year increase of 24.8% [4] - Revenue from Solar Energy Systems and Product Sales was $101.35 million, below the six-analyst average estimate of $114.44 million, showing a year-over-year decline of 25.1% [4] - Revenue from Solar Energy Systems was $40.07 million, compared to the $57.83 million average estimate, representing a year-over-year decrease of 38.4% [4] - Revenue from Incentives was $21.56 million, compared to the $32.02 million average estimate, indicating a year-over-year increase of 14.5% [4] - Revenue from Products was $61.28 million, slightly above the $59.26 million estimated by four analysts, reflecting a year-over-year decline of 12.7% [4] - Revenue from Customer Agreements was $381.36 million, exceeding the $346.90 million average estimate, with a year-over-year increase of 25.4% [4] - Gross Profit from Solar Energy Systems and Product was $4.55 million, below the four-analyst average estimate of $6.12 million [4] - Gross Profit from Customer Agreements and Incentives was $94.29 million, significantly above the $56.14 million average estimate [4] Stock Performance - Sunrun's shares have returned -6.9% over the past month, contrasting with the Zacks S&P 500 composite's +8.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Array Technologies (ARRY) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Julia Ward - Investor RelationsKevin Hostetler - CEONeil Manning - President and Chief Operating OfficerKeith Jennings - Chief Financial OfficerMark Strouse - Executive DirectorColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization ResearchDavid Benjamin - Equity Research AssociateBrian Lee - Vice President Conference Call Participants None - AnalystPhilip Shen - Managing Director, Sen ...