Sunrun installs nearly half of US residential storage in 2025 

US residential battery storage grew 51% year-over-year in 2025, according to data from the Solar Energy Industries Association. Just under half of that growth can be chalked up to one company: Sunrun, who deployed 1.5 GWh of the 3.1 GWh of capacity added last year.   

Though it got its footing in the solar space, the industry giant has since transitioned to a primarily storage-first business model and cemented its position as a shark in a rapidly growing pond. Approximately 44% of the 9 GWh of residential storage that have been deployed across the US since the industry’s creation has been installed by Sunrun, which has installed over 237,000 solar and storage systems in total 

The company told ESS News that they see their existing solar-only customers as a “massive untapped market” for storage. If Q4 2025’s 71% storage attachment rate says anything, it’s that Sunrun’s already capitalizing on it.  

“This strategic focus on batteries intentionally coincided with growing interest in home storage from consumers seeking to protect their homes from outages, utility rate hikes and complicated time-of-use utility rate structures,” the company told ESS News. Regarding resilience, Sunrun reported that its customers received 3.8 million hours of backup power across more than 650,000 outage events in 2025.  

Policy, such as that around net billing, also played a large role in the company’s high deployment rates. For instance, California’s shift to NEM 3.0 in April 2023 (and the policy’s recent upholding in court) significantly strengthened the economic case for on-site storage, even as it reduced solar sales by 60-80% and killed 17,000 jobs. That boost for storage likely played into Sunrun’s success in the state. In 2025 alone, the company installed more storage capacity than the next 40 top battery installers combined per the California Solar and Storage Association.  

Texas, too, saw significant growth, to the point where SEIA expects it could overtake California as the nation’s largest storage market as early as this year. There, Sunrun reported more than 50% year-on-year growth in 2025. 

Looking ahead, Sunrun expects to exceed 10 GWh of dispatchable residential capacity nationwide by 2028. More broadly speaking, the SEIA report suggests the market will likely expand another 120% by 2030.