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Sunrun RUN Energy systems and product sales — Total Revenue

Other product segments

Customer agreements
$447.1M+17.2%
Energy systems
$212.22M
Products
$42.19M-31.1%
Incentives
$20.72M-3.9%

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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 energy systems and product sales — total revenue?
Sunrun (RUN) reported energy systems and product sales — total revenue of $254.41M in Q1 2026.
How has Sunrun's energy systems and product sales — total revenue changed year-over-year?
Sunrun's energy systems and product sales — total revenue increased by 151.0% year-over-year, from $101.35M to $254.41M.
What is the long-term trend for Sunrun's energy systems and product sales — total revenue?
Over 4 years (2021 to 2025), Sunrun's energy systems and product sales — total revenue has grown at a 9.8% compound annual growth rate (CAGR), from $783.39M to $1.14B.
What does energy systems and product sales — total revenue mean?
This metric represents the total gross revenue generated from the direct sale of solar energy systems and related hardware products to customers. It reflects the company's ability to monetize its hardware offerings independently of long-term service or lease agreements. Monitoring this figure helps investors assess the scale and market demand for the company's upfront product sales business model.