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Sunrun, the United States’ largest provider of third-party-owned residential solar and storage systems, said Wednesday that it saw significant declines in subscriber and capacity additions in the second quarter despite a year-over-year increase in battery attachments.
Sunrun’s stock sold off more than 10% after its second-quarter earnings announcement. It recouped some of those initial losses after the Trump administration announced final tariff guidance for imported solar energy components that industry insiders said would create long-term value for the sector.
74%
Battery attachment rate on new systems, up from 70% in Q2 2025.
