What is Sunrun's contract liabilities?

Sunrun (RUN) reported contract liabilities of $1.37B in Q1 2026.

How has Sunrun's contract liabilities changed year-over-year?

Sunrun's contract liabilities increased by 10.6% year-over-year, from $1.24B to $1.37B.

What is the long-term trend for Sunrun's contract liabilities?

Over 5 years (2020 to 2025), Sunrun's contract liabilities has grown at a 14.3% compound annual growth rate (CAGR), from $690.82M to $1.35B.

What does contract liabilities mean?

Revenue collected or billed in advance of performance — deferred revenue under ASC 606 terminology, representing future revenue obligations.

Sunrun RUN Contract Liabilities

Contract Liabilities at other companies

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$326.23M-2.2%

Solaris Energy InfrastructureSEI

$46.55M—

Generac HoldingsGNRC

$236.5M+18.2%

New Jersey ResourcesNJR

$22.94M+0.4%

AESAES

——

Ormat TechnologiesORA

——

Other financials

Income statement

See full

Revenue$722.2M+43.2%

Operating income-$43.5M+62.1%

Net income$167.6M+235%

EPS (diluted)$0.62+210%

Balance sheet

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Cash & equivalents$679.6M+12.3%

Total debt$78.9M-29.5%

Total equity$3.3B+27.7%

Total assets$22.8B+11.7%

Cash flow

See full

Operating cash flow$10.6M+110%

CapEx$409.0K+86.8%

Free cash flow$10.2M+110%

Valuation

See full

Market cap$3.06B+140%

Profitability

See full

Gross margin55.4%—

Operating margin-150.2%-204pp

Net margin17.9%+9.5pp

FCF margin-33.7%+3.3pp

Returns & leverage

See full

Return on equity19.1%+10.7pp

Debt / equity0×0.0×

Current ratio1.4×+0.1×

Where this comes from

Reported directly by Sunrun in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityNoncurrent.

The official record: Sunrun’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Sunrun's contract liabilities?: Sunrun (RUN) reported contract liabilities of $1.37B in Q1 2026.
How has Sunrun's contract liabilities changed year-over-year?: Sunrun's contract liabilities increased by 10.6% year-over-year, from $1.24B to $1.37B.
What is the long-term trend for Sunrun's contract liabilities?: Over 5 years (2020 to 2025), Sunrun's contract liabilities has grown at a 14.3% compound annual growth rate (CAGR), from $690.82M to $1.35B.
What does contract liabilities mean?: Revenue collected or billed in advance of performance — deferred revenue under ASC 606 terminology, representing future revenue obligations.