Financial research concept

Residential Solar Storage Attachment Rate

measures the share of new residential solar customer additions that include battery storage.

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.

Attachment increased by nine percentage points
Attachment is a mix measure, not a capacity measure
New-customer mix is not installed-base penetration
Part of the Residential Solar & Storage Subscription Economics
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Residential solar storage attachment rate measures the share of new Sunrun Customer Additions that include battery storage.

Sunrun ended 2025 with storage attached to approximately 71% of new customer installations, up from about 62% at the end of 2024.

Attachment increased by nine percentage points

The move from 62% to 71% was a 9-percentage-point increase.

On a relative basis, the reported rate was about 14.5% higher than the prior-year-end level.

Attachment is a mix measure, not a capacity measure

A customer with storage counts toward attachment regardless of the battery system's megawatt-hour capacity.

That is why Storage Capacity Installed measures a different dimension of battery deployment.

New-customer mix is not installed-base penetration

The 71% rate applies to new customer installations under Sunrun's definition.

It does not mean 71% of the entire installed customer base has storage, nor does it directly measure storage revenue or margin.

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

Storage adoption and cumulative network scaleCurrent relationship
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 CapacityStorage Attachment RateCurrent concept
Customer growth, subscription mix, and deployment volume
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 Count Solar Capacity Installed Storage Capacity Installed Subscriber Additions Subscription Mix
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 EconomicsStorage adoption and cumulative network scale2 of 2 bridge concepts supportedContinue through this bridge:Networked Solar Capacity

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Compare public companies

Compare battery product-mix adoption with installed MWh and installed-base penetration.

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