• Sunrun management commentary on third-quarter 2026 earnings attributed reduced full-year expectations to slower-than-forecast sales growth and higher interest rates.
• Full-year cash generation guidance fell to approximately $200 million from $200 million-$375 million, before $60 million-$70 million in net safe-harbor equipment investments.
• Aggregate Subscriber Value guidance narrowed to approximately $4.6 billion from $4.6 billion-$4.9 billion, reflecting a slightly lower installation volume outlook.
• Quarterly cash generation totaled $6 million, or $56 million excluding net investment in safe-harbor equipment.
• Upfront Net Subscriber Value rose to approximately $3,700 per subscriber from $2,000 the previous quarter; storage attachment reached a record 75%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SunRun Inc. published the original content used to generate this news brief on November 04, 2026, and is solely responsible for the information contained therein.