Latest revenue
$722.2M
as of 2026-03-31
Latest net income
$167.6M
as of 2026-03-31
Net margin
23.2%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.49B
- Enterprise value
- $3.49B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $22.44
- 52-wk low
- $5.38
- Beta
- —
- Shares out
- 238.5M
5-year trend
What this company does
Item 1. Business. Overview Sunrun's (the “Company,” “our,” “we”) mission is to connect people to the cleanest energy on earth. Sunrun transformed the solar industry in 2007 by removing financial barriers and democratizing access to locally-generated, renewable energy. Today, Sunrun is the nation’s leading provider of clean energy as a subscription service, offering residential solar and storage with no upfront costs. Sunrun’s innovative products and solutions can connect homes to the cleanest energy on earth, providing them with energy security, predictability, and peace of mind. Sunrun also manages energy services that benefit communities, utilities, and the electric grid while enhancing…
AI summary unavailable — showing raw filing excerpt
Generated from RUN's filing dated 2026-02-26
Key risks
Item 1A. Risk Factors. Investing in our common stock involves a high degree of risk. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and related notes, before making a decision to invest in our common stock. The risks and uncertainties described below may not be the only ones we face. If any of the risks actually occur, our business, financial condition, results of operations, cash flows and prospects could be materially and…
AI summary unavailable — showing raw filing excerpt
Generated from RUN's filing dated 2026-02-26
Profitability
Operating margin
-4.3%
97.6%Net margin
-25.8%
87.9%Return on equity
-24.4%
85.7%Return on assets
-3.4%
84.6%Leverage
Debt / equity
6.22×
8.4%Long-term debt / equity
0.08×
49.4%Debt / assets
86.1%
1.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $722.2M | +43.2% | $167.6M | +235.2% | 23.2% |
Q4 2025 2025-12-31 | $1.16B | +123.5% | $-1.11B | +74.2% | -95.8% |
Q3 2025 2025-09-30 | $724.6M | +34.9% | $16.6M | +151.0% | 2.3% |
Q2 2025 2025-06-30 | $569.3M | +8.7% | $279.8M | +445.8% | 49.1% |
Q1 2025 2025-03-31 | $504.3M | +10.1% | $50.0M | +156.9% | 9.9% |
Q4 2024 2024-12-31 | $518.5M | — | $-4.30B | — | -829.5% |
Q3 2024 2024-09-30 | $537.2M | -4.6% | $-32.5M | +97.0% | -6.1% |
Q2 2024 2024-06-30 | $523.9M | -11.2% | $51.3M | -7.6% | 9.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Miscellaneous Electrical Machinery, Equipment & Supplies · SIC 3690
Your notes
Keep private notes on RUN — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$149.0K
Insider selling
$25.9M
Net activity
−$25.7M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns RUN
Institutional value
$1.60B
Total shares held
122.6M
Distinct holders
238
-167 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 41.9M | $567.7M | +2.3M (+5.8%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.9M | $175.4M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | $136.2M | — | New |
| 4 | Invesco Ltd. | 9.1M | $123.0M | +3.2M (+54.6%) | Added |
| 5 | DIMENSIONAL FUND ADVISORS LP | 6.5M | $88.4M | +165.2K (+2.6%) | Added |
| 6 | Robeco Schweiz AG | 4.2M | $57.3M | +1.3M (+43.3%) | Added |
| 7 | UBS Group AG | 2.7M | $36.7M | +243.3K (+9.9%) | Added |
| 8 | DEUTSCHE BANK AG\ | 2.5M | $34.1M | +44.9K (+1.8%) | Added |
| 9 | BIT Capital GmbH | 2.3M | $31.0M | — | New |
| 10 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $20.2M | — | New |
| 11 | Bank of New York Mellon Corp | 1.4M | $18.9M | -52.5K (-3.6%) | Trimmed |
| 12 | Erste Asset Management GmbH | 1.5M | $17.8M | -1.9M (-57.1%) | Trimmed |
| 13 | Capital World Investors | 1.3M | $17.4M | — | New |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $15.3M | -134.9K (-10.7%) | Trimmed |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 1.1M | $15.0M | +335.5K (+43.7%) | Added |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 1.1M | $14.4M | +242.0K (+29.4%) | Added |
| 17 | Public Sector Pension Investment Board | 830.1K | $11.3M | +27.1K (+3.4%) | Added |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 764.4K | $10.4M | +14.7K (+2.0%) | Added |
| 19 | Nuveen, LLC | 750.6K | $10.2M | -99.6K (-11.7%) | Trimmed |
| 20 | JPMORGAN CHASE & CO | 801.8K | $9.7M | -39.6K (-4.7%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once RUN's latest filing finishes processing.