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Sunrun (RUN) guidance and outlook

Sunrun's 10-Q filed Nov 4, 2026 makes 24 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 4, 2026

• We are engaged in the design, development, installation, sale, ownership and maintenance of residential energy systems (“Projects”) in the United States.
• Second, we are able to provide differentiated solutions to our customers that, combined with a great customer experience, we believe will drive meaningful margin advantages for us over the long term as we strive to create and serve the industry’s most valuable and satisfied customer base.
• We finance portions of these tax benefits and cash flows through tax equity, non-recourse debt and project equity structures ("Funds") in order to fund our upfront costs, overhead and growth investments.
• These market dynamics, including the recent increases in long-term interest rates, and others of which we expect will continue into the foreseeable future, have impacted and may continue to impact our business and financial results.
• The implementation of the OBBB through the federal regulatory process could also directly affect our business, including from uncertainty prior to the issuance of guidance or formal rulemaking processes, which may result in delays for monetizing tax credits.
• As the demand for solar plus storage offerings grows, we anticipate facing additional operational challenges associated with the complexity of deploying storage solutions.
• As a result, we expect to see originations shift from PPAs to lease agreements within California.
• We anticipated this critical need for more dispatchable electrons on the grid and have been assisting grid operators with on-demand, home-to-grid energy to help meet demand.
• We intend to pursue these opportunities on a variety of fronts, and we continue to pursue the development of our grid services business, creating distributed power plants that we believe will lead to a more affordable and more resilient grid.
• While we do not expect such acquisitions to represent a significant portion of our growth on an annual basis, we plan to pursue such transactions opportunistically.
• Through these electrification opportunities and our grid services business, we aim to be the consumer brand synonymous with repowering our customers’ homes with affordable, resilient energy and providing a pathway to a cleaner, healthier future.
• While it is difficult to predict specific outcomes at this time, we expect a period of regulatory and policy uncertainty and change in the near term.

Sunrun's latest quarter

Questions

What does Sunrun expect?

We are engaged in the design, development, installation, sale, ownership and maintenance of residential energy systems (“Projects”) in the United States. Second, we are able to provide differentiated solutions to our customers that, combined with a great customer experience, we believe will drive meaningful margin advantages for us over the long term as we strive to create and serve the industry’s most valuable and satisfied customer base. We finance portions of these tax benefits and cash flows through tax equity, non-recourse debt and project equity structures ("Funds") in order to fund our

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.