Sunrun's revenue growth has accelerated sharply, with 2026Q2 revenue up 52.8% year-over-year to $870.0M and gross margin expanding to 37.7%, suggesting improved pricing power and cost discipline.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.56+246.5% vs $0.16 | $1.1B+45.1% vs $758M |
Q3 2026 Aug 5, 2026 | $0.42+86.3% vs $0.23 | $870M+16.5% vs $747M |
Q2 2026 May 6, 2026 | $0.62+1340.0% vs -$0.05 | $722M+9.8% vs $658M |
Q1 2026 Feb 26, 2026 | $0.38+575.0% vs -$0.08 | $1.2B+90.9% vs $607M |
Sunrun NASDAQ: RUN narrowed its full-year 2026 Cash Generation and subscriber value forecasts to the low ends of their previous ranges, citing installation volumes that have lagged its expectations and sustained higher interest rates.
Sunrun (RUN) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.06 per share a year ago.
Sunrun Inc. (RUN) Q3 2026 Earnings Call Transcript
Robust sales growth continued in our direct business Aggregate Subscriber Value of approximately $1.3 billion in Q3 Storage Attachment Rate reached record 75% in Q3 and Networked Storage Capacity reached 5.0 Gigawatt-hours as of September 30, 2026 Net cash provided by operating activities was $301 million in Q3 and Cash Generation was $6 million, or $56 million if excluding $50 million of net investments in equipment safe harbor Revised Cash Generation1,2 guidance to approximately $200 million for full-year 2026, excluding investments in equipment safe harbor SAN FRANCISCO, Nov. 04, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of home battery storage, solar, and home-to-grid power plants, today announced financial results for the third quarter ended September 30, 2026. “Sunrun has returned its direct business to growth, with installations increasing 9% year-over-year.
Benchmark RUN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sunrun Inc. (RUN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.98 | $2.38B | 18.26 | 45.11% | 3.9% | 2.92% | — | |
| $0.27 | $233.15M | -39.80 | 183.94% | -2.05% | — | — | |
| $5.86 | $901.42M | -8.12 | 40.22% | -9.91% | -39.51% | — | |
| $10.08 | $1.69B | 45.32 | 19.07% | 5.84% | 6.16% | — | |
| $28.47 | $3.76B | 42.40 | 10.72% | 7.49% | 7.87% | — | |
| $27.51 | $1.67B | -7.42 | 31.39% | -17.34% | -54.65% | — |
Sunrun Inc. (RUN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Sunrun Inc. (RUN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 1, 2026·SEC
May 6, 2026·SEC
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Sunrun Inc. (RUN) stock FAQ — growth, dividends, profitability & financials explained
Sunrun Inc. (RUN) reported $3.85B in revenue over the trailing twelve months. Revenue was $2.96B in fiscal year 2025. That is 5302% more than the $54.7M of fiscal year 2013.
Sunrun Inc. (RUN) grew revenue by 66.2% over the trailing twelve months, compared with the twelve months before.
Yes. Sunrun Inc. (RUN) earned $150.0M in net income over the trailing twelve months (a 3.9% net margin).
Sunrun Inc. (RUN) had a return on equity (ROE) of 2.9% over the trailing twelve months. That is below the market's typical 10-15%.
Sunrun Inc. (RUN) had negative free cash flow of $573.0M over the trailing twelve months.
