Sunrun Q4 EPS Beats by 581% as Revenue Doubles to $1.16B
Sunrun delivered Q4 adjusted EPS of $0.38, reversing last year's $1.41 profit and beating estimates for a $0.08 loss by 581%. Revenue jumped to $1.16 billion, more than doubling year-on-year and exceeding forecasts by 76%, marking four successive quarters of top-line surprises.
1. Q4 Earnings Surprise
Sunrun posted adjusted EPS of $0.38 for Q4, reversing last year's $1.41 profit and topping the modeled $0.08 loss by 581%, marking its fourth consecutive quarterly EPS beat.
2. Revenue Growth Performance
Total revenue surged to $1.16 billion, up 124% from $518.49 million a year ago and 76% above the consensus forecast, continuing a four-quarter streak of top-line outperformance.
3. Market Reaction and Forward Outlook
Shares have climbed 6.3% year-to-date versus a 1.5% S&P 500 gain; investors will watch management’s upcoming earnings call for insights, while current consensus estimates target $0.07 EPS on $642.88 million revenue in Q1 and $0.36 EPS on $2.69 billion for FY26.