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Sep 30, 2024

Sunnova Q3 2024 Earnings Report

Sunnova reported solid results in Q3 2024, focusing on cash generation and key priorities outlined at the beginning of fiscal year 2024.

Key Takeaways

Sunnova reported a revenue increase of 19% year-over-year to $235.3 million. The company maintained its cash generation guidance for the coming years and saw an increase in the monthly weighted average investment tax credit rate.

Cash generation guidance of $100 million for 2024, $350 million for 2025, and $400 million for 2026 maintained.

Revenue of $235.3 million increased 19% from the third quarter of 2023.

Monthly weighted average investment tax credit rate on origination of 40.7% in September 2024, increased to 42.2% in October 2024.

Total cumulative solar power generation under management increased to 2.9 gigawatts and megawatt hours of energy storage under management increased to 1,556 as of September 30, 2024.

Total Revenue
$235M
Previous year: $198M
+18.6%
EPS
-$0.98
Previous year: -$0.53
+84.9%
Number of Customers
422.7K
Previous year: 386.2K
+9.5%
Gross Profit
$114M
Previous year: $68M
+67.6%
Cash and Equivalents
$209M
Previous year: $468M
-55.4%
Free Cash Flow
-$559M
Previous year: -$579M
-3.5%
Total Assets
$12.9B
Previous year: $10.8B
+19.4%

Sunnova

Sunnova

Sunnova Revenue by Geographic Location

Forward Guidance

Sunnova maintained its cash generation guidance for 2024, 2025, and 2026.