Sunrun Dominates U.S. Residential Energy Storage with 48% Market Share — Sunrun Inc.

Event summary

Sunrun installed 1.5 gigawatt-hours of residential battery storage in 2025, capturing 48% of the U.S. market.
The company's total networked storage capacity reached 4.0 gigawatt-hours, representing 44% of all residential energy storage in the U.S.
Sunrun's battery network dispatched 18 gigawatt-hours of energy to support grids in 2025, with a peak output of 425 megawatts.
Storage attachment rate hit a record 71% in Q4 2025, with plans to reach 10 gigawatt-hours of dispatchable capacity by 2028.
Sunrun outpaced the next 40 top battery installers combined in California in 2025.

The big picture

Sunrun's dominance in residential energy storage reflects the growing demand for grid resilience and energy independence. The company's ability to dispatch significant energy to support grids during critical hours highlights its strategic role in stabilizing power systems. As Texas emerges as the next major market, Sunrun's expansion and partnerships will be key to sustaining its leadership position.

What we're watching

Market Leadership: Whether Sunrun can maintain its dominant position as Texas overtakes California as the largest energy storage market in 2026.
Execution Risk: The pace at which Sunrun can scale its storage-plus-solar systems and distributed power plant programs in key markets.
Strategic Partnerships: How Sunrun's collaborations with NRG, Tesla, and Vistra will impact its market penetration and technological advancements.