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Sunrun RUN Customer agreements — Total Revenue

Other product segments

Energy systems
$290.97M
Incentives
$36.77M+49.7%
Products
$35.29M-52.0%

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Other financials

Income statement

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

Balance sheet

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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

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

Valuation

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

Profitability

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

Returns & leverage

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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
Customer agreements$506,958$433,439$954,060$814,799
Incentives36,77224,56157,49246,121
Customer agreements and incentives543,730458,0001,011,552860,920
Energy systems290,97037,874503,18577,942
Products35,28873,46277,482134,745
Energy systems and product sales326,258111,336580,667212,687
Total revenue$869,988$569,336$1,592,219$1,073,607

Item 1. Financial Statements (Unaudited)

FAQ

What is Sunrun's customer agreements — total revenue?
Sunrun (RUN) reported customer agreements — total revenue of $506.96M in Q2 2026.
How has Sunrun's customer agreements — total revenue changed year-over-year?
Sunrun's customer agreements — total revenue increased by 17.0% year-over-year, from $433.44M to $506.96M.
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.

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