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Sunrun’s Hidden Power Plant Business — 700 MW Already Dispatched Across The Grid!

Sunrun Inc. is actively progressing its strategic shift towards emphasizing its direct-to-consumer solar and energy storage business, which offers higher margins, better customer satisfaction, and stronger credit profiles compared to its affiliate channel. In the second quarter of 2026, Sunrun reported positive cash generation of $45 million when excluding $22 million in safe harbor equipment investments, and has generated $428 million of cash in the past two years excluding such investments. The company’s storage attachment rate reached a new high at 74%, equating to over 15,500 battery system installations in the quarter, reflecting strong demand for energy storage solutions. Sunrun holds a leading position in the residential distributed energy storage market in the United States, with over 4.6 gigawatt hours of storage capacity and more than 266,000 solar-plus-storage systems installed.