Financial research concept

Residential Solar Capacity Installed

measures the aggregate megawatt production capacity of residential solar systems recognized as deployments during a period.

By Lee BaileyPublished Sep 26, 2026

Research context

See what supports this page, how current it is, and where comparable or historical context is available.

Research date: Sep 26, 2026Use the dated article and cited sources for the definition, examples, and stated limitations.
Operating-model context: 17 connected conceptsPart of the reviewed Residential Solar & Storage Subscription Economics; issuer definitions remain distinct where disclosed.
Company examples: 1 reviewed companyRelationships reflect supported examples, not a normalized cross-company KPI ranking.

Installed capacity is a period-flow metric
The annual flow was about one-tenth of ending network scale
Solar MW and storage MWh are different physical measures
Part of the Residential Solar & Storage Subscription Economics
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Residential solar capacity installed measures the aggregate megawatt production capacity of systems recognized as Deployments during a period.

Sunrun reported 873 megawatts of Solar Energy Capacity Installed during 2025.

Installed capacity is a period-flow metric

The 873 megawatts represent additions during the year rather than the cumulative network.

That distinction matters because Sunrun ended 2025 with 8,404 megawatts of Networked Solar Capacity.

The annual flow was about one-tenth of ending network scale

Dividing 873 megawatts by 8,404 megawatts gives about 10.4%.

The ratio is useful for scale context but is not a precise growth rate because the ending network can also reflect prior-period additions and other changes.

Solar MW and storage MWh are different physical measures

Solar capacity is measured in megawatts of production capacity.

Storage Capacity Installed is measured in megawatt-hours of energy storage and should not be added to or compared one-for-one with solar MW.

Primary sources: Sunrun 2025 Form 10-K, Sunrun 2026 Proxy Statement, and Sunrun first-quarter 2026 results filing.

Part of the Residential Solar & Storage Subscription Economics

Connects residential solar and storage deployment growth with subscription mix, per-subscriber creation economics, network capacity, and the discounted value of contracted and modeled subscriber cash flows.

Browse the full operating model in Company Analysis →

Where this concept fits

Customer growth, subscription mix, and deployment volumeCurrent relationship
Customer Additions split between subscription customers and system purchasers, while Subscriber Additions feed the long-term Customer Agreement base. Solar and storage capacity measure the physical deployment produced by that customer growth.
Customer Additions Customer CountSolar Capacity InstalledCurrent conceptStorage Capacity Installed Subscriber Additions Subscription Mix
Storage adoption and cumulative network scale
Storage Attachment Rate describes the mix of new customers taking batteries, while Networked Solar Capacity captures cumulative deployed solar scale across the installed network.
Networked Solar Capacity Storage Attachment Rate
Subscriber unit economics and earning-asset value
Contracted Subscriber Value and Creation Cost determine near-deployment economics, while Subscriber Value adds modeled upside and Gross Earning Assets extend discounted cash-flow assumptions across the existing subscriber base.
Contracted Gross Earning Assets Contracted Subscriber Value Creation Cost per Subscriber Addition Gross Earning Assets Net Earning Assets Subscriber Value Upfront Net Subscriber Value Upfront Net Subscriber Value Margin Upside Gross Earning Assets

See It in Company Research

These companies are examples of how the concept is reported or discussed in public filings. Definitions can differ by issuer; these links open company research rather than a normalized metric comparison.

RUNOpen operating-model research →17 of 17 reviewed concepts in Residential Solar & Storage Subscription EconomicsCustomer growth, subscription mix, and deployment volume6 of 6 bridge concepts supportedContinue through this bridge:Customer Additions Customer Count Storage Capacity Installed Subscriber Additions Subscription Mix

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Compare public companies

Compare annual solar deployment flow with cumulative network scale while keeping MW separate from storage MWh.

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