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Sunrun RUN Q2 2026 earnings

Reported August 5, 2026 · After market close

Revenue$870.0MBeat by $123.1M
EPS$0.42Beat by $0.19
Revenue estimate$746.9M
EPS estimate$0.23
“The need for affordable, reliable power has never been more evident, and our storage-first offering is meeting it — customers attached batteries at the highest rate in our history this quarter. We are positioning the business for strong growth, bringing on some of the best talent in the industry and scaling deliberately, with a focus on customer experience and asset quality. And as that engine scales, we're aiming to unlock new ways to monetize the network we've already built, from distributed power plant programs to emerging data center and grid edge applications, creating new streams of Cash Generation.”
Mary Powell

Next report

Nov 5, 2026 (in a month)
Revenue estimate$787.0M
EPS estimate$0.16

Financials

Q2 2026

Income statement

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Revenue$870.0M+52.8%
Operating income$34.8M+131%
Net income$115.2M-58.8%
EPS (diluted)$0.42-60.7%

Balance sheet

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Cash & equivalents$712.4M+15.3%
Total debt$72.8M-28.6%
Total equity$3.5B+19.2%
Total assets$23.4B+10.0%

Cash flow

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Operating cash flow-$186.2M+36.4%
CapEx$4.3M+409%
Free cash flow-$190.5M+35.1%

Valuation & ratios

Valuation

as of 10/02/26
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Market cap$1.84B-58.4%
Enterprise value$1.2B-68.4%
P/E4.6×—
P/S0.5×-1.4×

Profitability

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Net margin11.6%+6.1pp

Returns & leverage

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Return on equity12.6%+6.9pp
Debt / equity0×0.0×
Current ratio1.4×0.0×

Segments

By product

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Customer agreements$507.0M+17.0%
Energy systems$291.0M—
Incentives$36.8M+49.7%
Products$35.3M-52.0%

FAQ

When did Sunrun report Q2 2026 earnings?
Sunrun (RUN) reported Q2 2026 earnings on August 5, 2026 after market close.
What were Sunrun's Q2 2026 revenue and EPS?
Sunrun reported revenue of $870.0M and eps of $0.42 for Q2 2026.
Did Sunrun beat estimates in Q2 2026?
Revenue beat the consensus estimate of $746.9M by $123.1M. EPS beat the consensus estimate of $0.23 by $0.19.
How did Sunrun's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 52.8% from $569.3M a year earlier and eps declined 60.7% from $1.07.
Where can I find Sunrun's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-053349) and the 10-Q periodic report (0001628280-26-053366) directly on SEC EDGAR. The filing index links above go to sec.gov.