Financial research concept

Residential Solar Storage Capacity Installed

measures the aggregate megawatt-hour capacity of battery storage 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.

Storage capacity and attachment rate answer different questions
More attached customers do not imply a fixed MWh outcome
MWh cannot be added to solar MW
Part of the Residential Solar & Storage Subscription Economics
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Residential solar storage capacity installed measures the aggregate megawatt-hour capacity of battery systems recognized as Deployments during a period.

Sunrun reported 1,508 megawatt-hours of Storage Capacity Installed during 2025.

Storage capacity and attachment rate answer different questions

The 1,508 MWh figure measures physical energy-storage capacity.

The 71% Storage Attachment Rate measures what share of new Customer Additions included storage.

More attached customers do not imply a fixed MWh outcome

Average battery size, system configuration, and customer needs can change independently of attachment rate.

A rising attachment percentage can therefore coexist with faster or slower growth in total installed MWh.

MWh cannot be added to solar MW

Storage capacity is measured in megawatt-hours, while Sunrun's 873 megawatts of Solar Energy Capacity Installed measure power capacity.

The two figures are intentionally different physical quantities and should not be combined into one deployment total.

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 Count Solar Capacity InstalledStorage Capacity InstalledCurrent conceptSubscriber 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 Solar Capacity Installed Subscriber Additions Subscription Mix

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Continue from the concept into the Grizzly Bulls research surface that best matches the next question. These links are research continuations, not recommendations or required steps.

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Compare public companies

Compare physical battery capacity with attachment rate while preserving the MWh-versus-MW unit boundary.

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