Skip to content
Screener

Sunrun RUN Customer agreements and incentives — Compensation expense recognized

Similar metrics at other companies

Lamar Advertising logo
LAMRReportable Segment — Compensation expense related to performance based compensation agreements
$14.07M+96.8%
Workiva logo
WKSubscription and support — Share-based compensation expense
$2.85M+17.1%
Wynn Resorts logo
WYNNFood and beverage — Stock-based compensation expense
$2.79M-61.2%
Wynn Resorts logo
WYNNGeneral and administrative — Stock-based compensation expense
$11.38M-18.0%
Sirius XM logo
SIRICustomer service and billing — Share-based payment expense
$2M0.0%
UiPath logo
PATHProfessional services and other — Stock-based compensation expense
$1.78M-34.6%

Other financials

Income statement

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

Balance sheet

See full
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

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

Valuation

See full
Market cap$2.26B+9.0%
Enterprise value$1.62B+4.1%
P/E5.6×
P/S0.7×-0.3×

Profitability

See full
Gross margin55.4%
Operating margin-150.2%-204pp
Net margin11.6%+6.1pp
FCF margin-33.7%+3.3pp

Returns & leverage

See full
Return on equity12.6%+6.9pp
Debt / equity0.0×
Current ratio1.4×0.0×

Where this comes from

Reported directly by Sunrun in its filing.

Tagged under the XBRL concept us-gaap:AllocatedShareBasedCompensationExpense.

The source filing: Sunrun’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:14 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-053366
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Cost of customer agreements and incentives$2,091$2,279$4,984$4,772
Cost of energy systems and product sales4045331,240987
Sales and marketing8,14610,78015,07920,936
Research and development1,4711,1512,7602,144
General and administration9,00710,31523,35821,190
Total$21,119$25,058$47,421$50,029

Item 1. Financial Statements (Unaudited)

FAQ

What is Sunrun's customer agreements and incentives — compensation expense recognized?
Sunrun (RUN) reported customer agreements and incentives — compensation expense recognized of $2.09M in Q2 2026.
What does customer agreements and incentives — compensation expense recognized mean?
This metric represents the portion of personnel-related costs allocated to the acquisition, development, and management of long-term residential solar energy service agreements. It reflects the labor investment required to secure customer contracts and maintain the associated solar infrastructure over the life of the agreement. Monitoring this expense helps investors evaluate the efficiency of the company's customer acquisition strategy and the operational overhead associated with its recurring revenue business model.

Ask your AI about Sunrun's customer agreements and incentives — compensation expense recognized.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude