Sunrun (Nasdaq: RUN) reported it installed 1.5 GWh of residential battery storage in 2025, about 48% of the U.S. residential market and furthering its lead as the largest home storage provider. Sunrun now has >237,000 systems and 4.0 GWh of Networked Storage Capacity.
In 2025 Sunrun dispatched nearly 18 GWh with a 425 MW peak output, achieved a record 71% storage attachment rate in Q4 2025, grew >50% YoY in Texas, and expects over 10 GWh dispatchable capacity by end of 2028.
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Positive
1.5 GWh installed in 2025 (~48% of residential sector)
4.0 GWh Networked Storage across >237,000 systems
Dispatched 18 GWh in 2025 with 425 MW peak output
Record 71% storage attachment rate in Q4 2025
>50% YoY growth in Texas installations in 2025
Targeting 10+ GWh dispatchable capacity by end-2028
Negative
None.
News Market Reaction – RUN
-5.23%
13 alerts
-5.23%Session close to close
+8.2%Peak in 21 hr
$3.00BMarket Cap
0.5xRel. Volume
In the Mar 12 session, RUN declined 5.23%, reflecting a notable negative market reaction.
Argus tracked a peak move of +8.2% during that session.
Our momentum scanner triggered 13 alerts that day, indicating notable trading interest and price volatility.
The stock moved -5.2% in the session following this news. A negative reaction despite this growth-fo...
Analysis
The stock moved -5.2% in the session following this news. A negative reaction despite this growth-focused announcement would have fit a recent pattern where strong updates, including Q4 results with net income of $449.9M, preceded a 35.11% decline. In that context, a selloff could have reflected existing concerns about the solar space or profit-taking rather than the operational metrics themselves. Investors would have focused on execution risks around scaling distributed power plants and geographic expansion.
Key Figures
U.S. residential storage 2025:3.1 GWhSunrun 2025 installs:1.5 GWhInstalled systems:237,000 systems+5 more
8 metrics
U.S. residential storage 20253.1 GWhSector-wide residential energy storage additions in 2025 (SEIA)
Announcement of timing and access details for Q4/FY 2025 results.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Pattern Detected
Recent positive fundamental updates, including strong earnings and growth in distributed power plants, have twice seen notable share-price declines, indicating a pattern of negative or muted reactions to good news.
Recent Company History
Over the last few months, Sunrun has highlighted rapid scaling of its distributed power plant programs and strong financial performance. On Feb 26, 2026, it reported Q4 revenue of $1,158.8M (+124% YoY) and full-year net income of $449.9M, yet shares fell 35.11%. Earlier updates on distributed power plant growth, grid-relief pilots, and recognition of the CEO’s storage-first strategy showed mostly modest price moves. Today’s news reinforces Sunrun’s lead in residential storage and grid services within this existing growth narrative.
Key Terms
gigawatt-hours, distributed power plant, Networked Storage Capacity, megawatts, +2 more
6 terms
gigawatt-hourstechnical
"the residential energy storage sector added 3.1 gigawatt-hours of new capacity in 2025"
Gigawatt-hours (GWh) measure a large amount of energy — one gigawatt-hour equals one billion watt-hours, which is the amount of power used continuously for one hour at a rate of one gigawatt. For investors, GWh shows the scale of electricity generation, storage or consumption for projects and companies, much like the number of gallons tells you the size of a fuel tank; it helps compare project capacity, potential revenue and the ability to meet demand.
distributed power planttechnical
"operator of distributed power plantsSAN FRANCISCO, March 12, 2026 -- Sunrun"
A distributed power plant is a group of small electricity sources—like rooftop solar, batteries, or small turbines—spread across different locations but coordinated to act like one larger power station. For investors, it matters because this approach can lower transmission costs, increase resilience and flexibility, and create new revenue streams from selling power or grid services; think of many neighborhood generators pooling output like a team instead of a lone player.
Networked Storage Capacitytechnical
"representing approximately 4.0 gigawatt-hours of Networked Storage Capacity."
Networked storage capacity is the amount of digital space a business has available on shared systems that employees or applications can access over a network or the internet — think of it as the size of a warehouse for a company’s digital files, backups and databases. Investors care because the amount and flexibility of that storage affects a company’s ability to grow, control costs, support new services and meet data security and compliance needs, all of which influence future revenue and expenses.
megawattstechnical
"with a combined peak output of 425 megawatts."
A megawatt is a measure of electrical power equal to one million watts, describing how much electricity a plant or device can generate or use at a single moment. Investors use megawatts to compare the size and earning potential of energy projects—larger capacity usually means more electricity to sell—much like comparing the horsepower of engines to judge how much work they can do. Knowing megawatts helps assess scale, revenue potential, and grid impact of energy assets.
storage attachment ratetechnical
"Sunrun’s storage attachment rate reached a record high of 71% in the fourth quarter 2025"
Storage attachment rate measures the share of customers who buy additional storage—such as extra cloud capacity, higher-capacity device drives, or paid storage plans—when they purchase a primary product or service. Investors watch it because a higher rate means more revenue per customer and stronger recurring or higher-margin income, similar to how a retailer profits more when many shoppers add a warranty or accessory to a main purchase.
residential energy storagetechnical
"the residential energy storage sector added 3.1 gigawatt-hours of new capacity in 2025."
A home system—usually batteries paired with a control unit—that stores electricity generated from the grid or rooftop solar so a household can use power later, like a pantry holding food or a water tank holding supply. For investors, residential energy storage matters because it shifts when and how electricity is used, reducing bills and peak-grid strain, creating demand for hardware, software and services, and exposing returns to energy prices and policy changes.
New SEIA report shows the residential energy storage sector installed 3.1 GWh in 2025; Sunrun’s reported 1.5 GWh represents nearly half of that total, furthering its lead as America’s largest home storage provider and operator of distributed power plants
SAN FRANCISCO, March 12, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, installed nearly half of all residential battery storage capacity deployed in the U.S. in 2025. According to the Solar Energy Industries Association’s (SEIA) inaugural U.S. Energy Storage Market Outlook report, the residential energy storage sector added 3.1 gigawatt-hours of new capacity in 2025. Based on Sunrun’s own reported results of 1.5 gigawatt-hours installed during the same period, the company estimates this represents approximately 48% of the sector’s total.
Sunrun has now installed more than 237,000 storage and solar systems, representing approximately 4.0 gigawatt-hours of Networked Storage Capacity. That amount is equivalent to 44% of the 9 gigawatt-hours of residential energy storage installed across the U.S. since the industry’s inception, based on SEIA’s cumulative data.
“Our deliberate and decisive pivot to provide Americans with energy independence is why Sunrun leads the residential energy storage sector,” said Sunrun CEO Mary Powell. “Sunrun’s battery fleet provides important resiliency benefits to our customers and immense support to the power grid, serving as the backbone of our nation-leading distributed power plant.”
Sunrun’s battery network dispatched nearly 18 gigawatt-hours of energy to support grids across America in 2025—enough to power 15 million homes for one hour—with a combined peak output of 425 megawatts. These dispatches supported grids during critical hours, helping avoid power outages while putting downward pressure on energy costs for all ratepayers.
Sunrun’s storage attachment rate reached a record high of 71% in the fourth quarter 2025, and anticipates having more than 10 gigawatt-hours of dispatchable capacity online by the end of 2028.
In California, where Sunrun operates several distributed power plant programs, the company installed more energy storage capacity in 2025 than the next 40 top battery installers combined, according to data from the California Solar and Storage Association.
The SEIA report also notes that Texas is poised to overtake California in 2026 as the nation’s largest energy storage market. Sunrun experienced over 50% year-over-year growth in storage and solar system installations in Texas in 2025 and is deepening its presence in the state through innovative partnerships with NRG, Tesla, and Vistra—pairing its storage-plus-solar systems with optimized rate plans and building distributed power plant programs to support the grid.
“Sunrun is leading the way in Texas because of the opportunity to provide peace of mind to customers with immediate backup power during severe weather, and also the opportunity to provide real benefits to retail electricity providers,” said Sunrun President & Chief Revenue Officer Paul Dickson. “There’s growing interest in the quick-deployment nature of Sunrun’s storage assets, and we expect to launch additional partnerships in 2026.”
A core benefit of Sunrun’s storage systems is seamless backup power during grid outages. Combined with rooftop solar, Sunrun’s batteries can provide continuous power through prolonged disruptions. In 2025 alone, Sunrun’s storage customers received 3.8 million hours of backup power across more than 650,000 unique outage events.
About Sunrun Sunrun Inc. (Nasdaq: RUN) is America’s largest provider of home battery storage, solar, and home-to-grid power plants. As the pioneer of home energy systems offered through a no-upfront-cost subscription model, Sunrun empowers customers nationwide with greater energy control, security, and independence. Sunrun supports the grid by providing on-demand dispatchable power that helps prevent blackouts and lowers energy costs. Learn more at www.sunrun.com.
Media Contact Wyatt Semanek Director, Corporate Communications press@sunrun.com
How much residential battery storage did Sunrun (RUN) install in 2025?
Sunrun installed 1.5 GWh of residential battery storage in 2025, approximately 48% of the U.S. sector. According to the company, this installation furthered its position as the largest home storage provider and operator of distributed power plants.
What is Sunrun's reported Networked Storage Capacity and system count (RUN)?
Sunrun reports more than 237,000 systems totaling 4.0 GWh of Networked Storage Capacity. According to the company, that network represents about 44% of cumulative U.S. residential storage deployed to date.
How much energy did Sunrun's battery network dispatch in 2025 and what was peak output?
Sunrun dispatched nearly 18 GWh of energy in 2025 with a combined peak output of 425 MW. According to the company, those dispatches supported grids during critical hours and helped reduce outage risk and energy costs.
What does Sunrun's 71% storage attachment rate in Q4 2025 mean for RUN shareholders?
A 71% attachment rate in Q4 2025 indicates strong customer uptake of batteries with solar systems. According to the company, higher attachment rates can raise recurring battery revenue and increase dispatchable capacity for distributed power programs.
What growth did Sunrun (RUN) see in Texas and what partnerships are involved?
Sunrun saw over 50% YoY growth in storage and solar installations in Texas in 2025. According to the company, it is partnering with NRG, Tesla, and Vistra to pair storage-plus-solar with optimized rate plans and distributed power programs.
What is Sunrun's target for dispatchable capacity by the end of 2028?
Sunrun anticipates having more than 10 GWh of dispatchable capacity online by end-2028. According to the company, this target reflects planned deployments and network growth to expand grid-support capabilities over the next three years.
