Dafinchi AI

Energy & Utilities

Capital investments totaled $2.5 billion through the first half of 2025, 29% ahead of the same period in 2024.
Cash from operations increased 60% year-over-year to $1.7 billion through June 30, 2025.
Core earnings for Q2 2025 were $0.52 per share versus $0.51 in Q2 2024.
GAAP earnings for Q2 2025 were $0.46 per share compared to $0.08 in Q2 2024.
Operating and maintenance (O&M) expenses were nearly 4% below plan year-to-date, reflecting strong financial discipline.
Return on equity (ROE) on a trailing 12-month basis was 9.7%, up 30 basis points from the end of 2024, within the targeted 9.5% to 10% range.
Year-to-date core earnings through the first half of 2025 were $1.19 per share, a 19% increase over the same period in 2024.

RUN

Energy & Utilities

Cash generation was $27 million in Q2, marking the fifth consecutive quarter of positive cash flow, despite working capital timing impacts.
Contracted net value creation reached a record $376 million, more than doubling from the previous quarter and exceeding guidance.
Net subscriber value grew 182% year-over-year to $17,000, the highest in company history, driven by a 70% storage attachment rate and cost efficiencies.
Sunrun delivered strong financial results in Q2 2025 with $1.6 billion in aggregate subscriber value, a 40% year-over-year increase.
Sunrun paid down $21 million in recourse debt during the quarter and ended with $618 million in unrestricted cash, up $13 million from Q1.

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