Shares of Sunrun (RUN), America's largest residential solar and battery storage provider, surged 13.56% in after-hours trading following the release of its impressive second-quarter 2025 financial results. The company's performance significantly exceeded analyst expectations, demonstrating strong growth and improved efficiency.

Sunrun reported a total revenue of $569.3 million for Q2, surpassing the IBES estimate of $554.4 million. This represents a 9% increase compared to the same quarter last year. The company's net income soared to $279.8 million, resulting in earnings per share (EPS) of $1.22, or $1.07 on a diluted basis. This remarkable performance crushed the analyst consensus estimate of -$0.18 per share, marking a 701.12% beat.

The solar energy leader also highlighted its progress in cost efficiency and value optimization. Sunrun achieved its strongest Upfront Net Subscriber Value ever reported, with a 17 percentage point margin expansion year-over-year. Additionally, the company reduced creation costs by 4% compared to the previous year, with improvements in installation, sales, and overhead costs exceeding 10%. These developments, coupled with a 40% year-over-year growth in subscriber value, have bolstered investor confidence in Sunrun's future prospects, leading to the significant after-hours stock price surge.