The financials
Sunrun Inc. by the numbers
Sunrun Inc. (RUN) reported revenue of $870M in Q2 2026 (quarter ended June 30, 2026), up 53% from the same quarter a year earlier. That came with net income of $115M (13% of revenue). For the full year FY2025, revenue was $2.96B (+45% year on year) and net income $450M. Its largest product in 2026-Q1 was Customer Agreements at $447M, 62% of the disclosed total, just ahead of Energy Systems at 29%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $870M | $569M | +53% |
| Operating income | $35M | −$112M | to a profit |
| Net income | $115M | $280M | −59% |
| Diluted EPS | $0.42 | $1.07 | −61% |
| Product | Revenue | Share |
|---|---|---|
| Customer Agreements | $447M | 62% |
| Energy Systems | $212M | 29% |
| Manufactured Product Other | $42M | 5.8% |
| Incentives | $21M | 2.9% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $722.2M (-0.32%)
Energy Systems grew +430% year on yearManufactured Product Other -31% year on year
Segment Latestquarter on quarteryear on year
- Customer Agreements$447.1M$447.1MQoQ -2.5%year on year +17%-2.5%+17%
- Energy Systems$212.2M$212.2MQoQ -year on year +430%-+430%
- Manufactured Product Other$42.2M$42.2MQoQ -38%year on year -31%-38%-31%
- Incentives$20.7M$20.7MQoQ -37%year on year -3.9%-37%-3.9%
- Solar Energy Systems--QoQ -year on year ---