May. 7 at 7:22 PM
$RUN Q1 2026 - Is the Sun Shining or Is It Just a Flashlight? "Yo! We gotta look at Sunrun because their latest report just dropped, and it’s a total rollercoaster. Some people are celebrating like they just won the lottery, but you know the PACO way- we don't just look at the shiny trophies; we check if the foundation is solid. First off, let’s talk about the 'W's. Sunrun is out here flexin' some serious muscle:
Man, the growth is absolutely insane. Revenue hit
$722 million, up 43% from last year. That’s a straight-up win. And their 'Storage-First' strategy? It’s a total game-changer. They hit a 73% storage attachment rate—a new record! Basically, everyone getting solar wants a battery too, and Sunrun is the one giving it to them.
And the biggest shocker? The scoreboard showed an EPS of
$0.62, while Wall Street was expecting them to lose money. That’s a 1,444% surprise! If you just look at the highlights, Sunrun looks like the undisputed MVP of the solar world.
