What is Sunrun's net investment in lease?

Sunrun (RUN) reported net investment in lease of $17.03B in Q1 2026.

How has Sunrun's net investment in lease changed year-over-year?

Sunrun's net investment in lease increased by 9.9% year-over-year, from $15.5B to $17.03B.

What is the long-term trend for Sunrun's net investment in lease?

Over 5 years (2020 to 2025), Sunrun's net investment in lease has grown at a 15.4% compound annual growth rate (CAGR), from $8.2B to $16.82B.

Sunrun RUN Net Investment in Lease

Net Investment in Lease at other companies

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Shoals Technologies Group, Inc.SHLS

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Solaris Energy InfrastructureSEI

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First SolarFSLR

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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:PropertySubjectToOrAvailableForOperatingLeaseNet.

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 net investment in lease?: Sunrun (RUN) reported net investment in lease of $17.03B in Q1 2026.
How has Sunrun's net investment in lease changed year-over-year?: Sunrun's net investment in lease increased by 9.9% year-over-year, from $15.5B to $17.03B.
What is the long-term trend for Sunrun's net investment in lease?: Over 5 years (2020 to 2025), Sunrun's net investment in lease has grown at a 15.4% compound annual growth rate (CAGR), from $8.2B to $16.82B.