Sunrun RUN Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Product | ||||||
| Customer agreements | $447.1M+2.7% | $435.22M-5.1% | $458.46M+5.8% | $433.44M+13.7% | $381.36M+6.7% | |
| Energy systems | $212.22M— | —— | —— | —— | $40.07M-21.7% | |
| Incentives | $20.72M-33.7% | $31.26M-5.7% | $33.14M+34.9% | $24.56M+13.9% | $21.56M-30.5% | |
| Products | $42.19M-25.6% | $56.74M-16.8% | $68.17M-7.2% | $73.46M+19.9% | $61.28M-33.9% | |
| Costs by Product | ||||||
| Customer agreements and incentives | $314.74M+0.7% | $312.54M-1.0% | $315.81M-8.6% | $345.38M+11.9% | $308.63M+5.5% | |
| Energy systems and product sales | $187.69M-70.4% | $633.58M+283% | $165.48M+58.9% | $104.14M+7.6% | $96.8M-78.2% | |
| Costs to obtain contracts- customer agreements by Product | ||||||
| Customer agreements | $2.55B+3.2% | $2.47B+0.8% | $2.45B+5.7% | $2.32B+5.7% | $2.2B+5.3% | |
| Incentives | $2.48M0.0% | $2.48M0.0% | $2.48M0.0% | $2.48M0.0% | $2.48M0.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Sunrun break its business down?
- Sunrun (RUN) reports total revenue by product across 4 parts — Customer agreements, Energy systems, Incentives and Products. Each is extracted from the segment footnotes and tracked over time.
- Where does Sunrun's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Sunrun's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.