What is Sunrun's deferred revenue?

Sunrun (RUN) reported deferred revenue of $160.79M in Q1 2026.

How has Sunrun's deferred revenue changed year-over-year?

Sunrun's deferred revenue increased by 20.1% year-over-year, from $133.88M to $160.79M.

What is the long-term trend for Sunrun's deferred revenue?

Over 5 years (2020 to 2025), Sunrun's deferred revenue has grown at a 8.5% compound annual growth rate (CAGR), from $108.45M to $162.84M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Sunrun RUN Deferred Revenue

Deferred Revenue at other companies

Tesla, Inc.TSLA

$3.44B+6.1%

Enphase EnergyENPH

$144.33M-14.0%

SolarEdge TechnologiesSEDG

$352.49M+10.1%

Solaris Energy InfrastructureSEI

$75.9M+1,352%

First SolarFSLR

$1.79B-6.1%

AESAES

——

Other financials

Income statement

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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

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Operating cash flow$10.6M+110%

CapEx$409.0K+86.8%

Free cash flow$10.2M+110%

Valuation

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Market cap$3.06B+140%

Profitability

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Gross margin55.4%—

Operating margin-150.2%-204pp

Net margin17.9%+9.5pp

FCF margin-33.7%+3.3pp

Returns & leverage

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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:ContractWithCustomerLiabilityCurrent.

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 deferred revenue?: Sunrun (RUN) reported deferred revenue of $160.79M in Q1 2026.
How has Sunrun's deferred revenue changed year-over-year?: Sunrun's deferred revenue increased by 20.1% year-over-year, from $133.88M to $160.79M.
What is the long-term trend for Sunrun's deferred revenue?: Over 5 years (2020 to 2025), Sunrun's deferred revenue has grown at a 8.5% compound annual growth rate (CAGR), from $108.45M to $162.84M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.