Sunrun forecasts exceeding 10% growth by year-end 2026 and aims for 10 GWh capacity by the close of 2028.
Sunrun anticipates exiting 2026 with over 10% growth, driven by a shift to its higher-margin direct business model. The company highlighted improved sales activity in recent months as a key growth driver.
Management noted the transition has enhanced customer satisfaction and credit profiles, aligning with long-term profitability goals. The 10 GWh target by the end of 2028 reflects accelerated expansion plans.
No immediate market reaction was disclosed during the earnings call insights.