Sunrun (RUN) reported $504.27 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 10.1%. EPS of $0.20 for the same period compares to -$0.40 a year ago.
The reported revenue represents a surprise of +2.09% over the Zacks Consensus Estimate of $493.97 million. With the consensus EPS estimate being -$0.22, the EPS surprise was +190.91%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Sunrun performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Networked Solar Energy Capacity: 7,721 MW versus 8,009.15 MW estimated by three analysts on average.
- Revenue- Customer agreements and incentives: $402.92 million versus $378.92 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +24.8% change.
- Revenue- Solar energy systems and product sales: $101.35 million versus the six-analyst average estimate of $114.44 million. The reported number represents a year-over-year change of -25.1%.
- Revenue- Solar energy systems: $40.07 million compared to the $57.83 million average estimate based on four analysts. The reported number represents a change of -38.4% year over year.
- Revenue- Incentives: $21.56 million compared to the $32.02 million average estimate based on four analysts. The reported number represents a change of +14.5% year over year.
- Revenue- Products: $61.28 million versus $59.26 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -12.7% change.
- Revenue- Customer agreements: $381.36 million compared to the $346.90 million average estimate based on four analysts. The reported number represents a change of +25.4% year over year.
- Gross Profit- Solar Energy Systems and Product: $4.55 million compared to the $6.12 million average estimate based on four analysts.
- Gross Profit- Customer Agreements and Incentives: $94.29 million versus the four-analyst average estimate of $56.14 million.
View all Key Company Metrics for Sunrun here>>>
Shares of Sunrun have returned +24.6% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Sunrun Inc. (RUN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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