Skip to content

Sunrun RUN Customer agreements and incentives — Costs

Similar metrics at other companies

Nelnet logo
NNISolar construction revenue — Cost of Services
$0-100%
Tesla, Inc. logo
TSLAEnergy generation and storage segment — Total cost of revenues
$1.46B-25.1%
Asbury Automotive Group logo
ABGVehicle repair and maintenance services — Costs incurred to obtain a contract with a customer
$0
Solaris Energy Infrastructure logo
SEISolaris Power Solutions — Total Costs & Expenses
$56.6M+225%
Clearway Energy, Inc. logo
CWENRenewables & Storage — Cost of operations, exclusive of depreciation, amortization and accretion shown separately below
$104M+14.3%
NNN REIT logo
NNNLease Cost
$9.8M+4.5%

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

See full
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×
Current ratio1.4×+0.1×

Where this comes from

Reported directly by Sunrun in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

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

Ask your AI about Sunrun's customer agreements and incentives — costs.

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

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Sunrun's customer agreements and incentives — costs?
Sunrun (RUN) reported customer agreements and incentives — costs of $314.74M in Q1 2026.
How has Sunrun's customer agreements and incentives — costs changed year-over-year?
Sunrun's customer agreements and incentives — costs increased by 2.0% year-over-year, from $308.63M to $314.74M.
What is the long-term trend for Sunrun's customer agreements and incentives — costs?
Over 4 years (2021 to 2025), Sunrun's customer agreements and incentives — costs has grown at a 16.4% compound annual growth rate (CAGR), from $699.1M to $1.28B.
What does customer agreements and incentives — costs mean?
This metric reflects the total operating and maintenance expenses directly attributable to supporting the installed base of residential solar energy systems. It includes costs related to system monitoring, repairs, insurance, and other service-related obligations required to maintain contractual performance. Monitoring this metric is essential for evaluating the operational efficiency and long-term profitability of the company's owned asset portfolio.