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Sunrun RUN Customer agreements — Total Revenue

Other product segments

Energy systems
$212.22M
Products
$42.19M-31.1%
Incentives
$20.72M-3.9%

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NJRService contracts — Revenues from contracts with customers
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NXTTotal Revenue
$880.52M-4.7%

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×
Current ratio1.4×+0.1×

Where this comes from

Reported directly by Sunrun in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

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 customer agreements — total revenue?
Sunrun (RUN) reported customer agreements — total revenue of $447.1M in Q1 2026.
How has Sunrun's customer agreements — total revenue changed year-over-year?
Sunrun's customer agreements — total revenue increased by 17.2% year-over-year, from $381.36M to $447.1M.
What is the long-term trend for Sunrun's customer agreements — total revenue?
Over 4 years (2021 to 2025), Sunrun's customer agreements — total revenue has grown at a 23.9% compound annual growth rate (CAGR), from $725.22M to $1.71B.
What does customer agreements — total revenue mean?
This metric represents the total revenue generated from long-term residential solar energy service agreements, including leases and power purchase agreements. It reflects the recurring cash flows and service income derived from customers utilizing company-owned solar energy systems over extended contract periods. This figure is a key indicator of the scale and growth of the company's recurring revenue business model.