Skip to content
Screener

Sunrun RUN Customer agreements and incentives — Total Revenue

Other product segments

Customer agreements
$506.96M+17.0%
Energy systems
$290.97M
Incentives
$36.77M+49.7%
Products
$35.29M-52.0%

Similar metrics at other companies

AlTi Global, Inc. logo
ALTIIncentive fees — Total Revenue
-$89K-193%
Centuri Holdings logo
CTRIMaster services agreements — Total Revenue
$534.06M+27.4%
Soluna Holdings, Inc. logo
SLNHExternal Customers — Total Revenue
$8.86M+63.1%
GeneDx Holdings logo
WGSInstitutional customers — Total Revenue
$16.09M-8.6%
iRadimed logo
IRMDAmortization of extended maintenance agreements — Total Revenue
$659K+17.7%
PTH
PTHSLicense and collaboration revenues — Total Revenue
$241K

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:RevenueFromContractWithCustomerExcludingAssessedTax.

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
Revenue:
Customer agreements and incentives$543,730$458,000$1,011,552$860,920
Energy systems and product sales326,258111,336580,667212,687
Total revenue869,988569,3361,592,2191,073,607
Operating expenses:
Cost of customer agreements and incentives342,452345,376657,194654,005
Cost of energy systems and product sales199,312104,144387,000200,942
Sales and marketing190,681152,459369,214298,449

Item 1. Financial Statements (Unaudited)

FAQ

What is Sunrun's customer agreements and incentives — total revenue?
Sunrun (RUN) reported customer agreements and incentives — total revenue of $543.73M in Q2 2026.
How has Sunrun's customer agreements and incentives — total revenue changed year-over-year?
Sunrun's customer agreements and incentives — total revenue increased by 18.7% year-over-year, from $458M to $543.73M.
What is the long-term trend for Sunrun's customer agreements and incentives — total revenue?
Over 4 years (2021 to 2025), Sunrun's customer agreements and incentives — total revenue has grown at a 21.8% compound annual growth rate (CAGR), from $826.56M to $1.82B.
What does customer agreements and incentives — total revenue mean?
This metric represents the total gross revenue generated from long-term residential solar energy service agreements and associated performance incentives. It captures the inflow of economic benefits derived from leasing solar systems or selling generated power to customers over the life of the contract. This figure serves as a primary indicator of the scale and market adoption of the company's recurring revenue business model.

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

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude