Skip to content
Screener

Sunrun RUN Incentives — Total Revenue

Other product segments

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

Similar metrics at other companies

AlTi Global, Inc. logo
ALTIIncentive fees — Total Revenue
-$89K-193%
ImmunityBio, Inc. logo
IBRXOther revenues — Total Revenue
$39K+388%
PTH
PTHSNet product revenues — Total Revenue
$10.67M
Life Time Group Holdings logo
LTHTotal center revenue — Total Revenue
$837.4M+13.8%
iRadimed logo
IRMDTotal devices revenue — Total Revenue
$15.39M+18.7%
Illumina logo
ILMNTotal product revenue — Total Revenue
$982M+7.7%

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
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 incentives — total revenue?
Sunrun (RUN) reported incentives — total revenue of $36.77M in Q2 2026.
How has Sunrun's incentives — total revenue changed year-over-year?
Sunrun's incentives — total revenue increased by 49.7% year-over-year, from $24.56M to $36.77M.
What is the long-term trend for Sunrun's incentives — total revenue?
Over 4 years (2021 to 2025), Sunrun's incentives — total revenue has grown at a 2.2% compound annual growth rate (CAGR), from $101.34M to $110.52M.
What does incentives — total revenue mean?
This metric represents the total gross revenue generated from government grants, tax credits, or utility-sponsored performance incentives associated with residential solar energy systems. It reflects the financial inflows derived from regulatory or environmental programs designed to subsidize renewable energy adoption. Monitoring this stream helps investors assess the company's ability to monetize policy-driven incentives as a distinct revenue component.

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

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

Connect your AI
Harbor at dusk
Claude