Sunrun management's Q3 2026 commentary cites higher rates, slower sales growth for reduced full-year cash generation outlook

• Sunrun management commentary on third-quarter 2026 earnings attributed reduced full-year expectations to slower-than-forecast sales growth and higher interest rates.
• Full-year cash generation guidance fell to approximately $200 million from $200 million-$375 million, before $60 million-$70 million in net safe-harbor equipment investments.
• Aggregate Subscriber Value guidance narrowed to approximately $4.6 billion from $4.6 billion-$4.9 billion, reflecting a slightly lower installation volume outlook.
• Quarterly cash generation totaled $6 million, or $56 million excluding net investment in safe-harbor equipment.
• Upfront Net Subscriber Value rose to approximately $3,700 per subscriber from $2,000 the previous quarter; storage attachment reached a record 75%.

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