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Sunrun, the United States’ biggest installer of residential solar and energy storage systems, added 25% fewer subscribers in the first quarter of 2026 compared with the first quarter of 2025. Solar and battery capacity additions fell 19% and 15%, respectively, over the same period, the company said Wednesday.
The first-quarter drop in sales was caused by a slump in lead generation and sales activity in mid-2025 driven by uncertainty around the final shape of Republicans’ One Big Beautiful Bill Act, along with Sunrun’s decision to reduce its exposure to third-party installers, Sunrun Chief Financial Officer Danny Abajian said Wednesday during an earnings call with investors and stock analysts.
But Sunrun’s sales activity in early 2026 suggested “an inflection point toward growth,” Abajian said.
By the numbers: Sunrun Q1 2026
