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Sunrun RUN Incentives — Total Revenue

Other product segments

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

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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 incentives — total revenue?
Sunrun (RUN) reported incentives — total revenue of $20.72M in Q1 2026.
How has Sunrun's incentives — total revenue changed year-over-year?
Sunrun's incentives — total revenue decreased by 3.9% year-over-year, from $21.56M to $20.72M.
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.