Sunrun RUN Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Product | ||||||
| Customer agreements | $1.77B+3.8% | $1.71B+4.8% | $1.63B+5.8% | $1.54B+5.1% | $1.47B+5.6% | |
| Incentives | $109.68M-0.8% | $110.52M+0.2% | $110.28M-3.6% | $114.36M-4.3% | $119.54M+2.3% | |
| Products | $240.56M-7.4% | $259.65M-12.2% | $295.59M-5.1% | $311.55M-2.3% | $318.84M-2.7% | |
| Costs by Product | ||||||
| Customer agreements and incentives | $1.29B+0.5% | $1.28B+1.6% | $1.26B+0.6% | $1.26B+3.9% | $1.21B+3.3% | |
| Energy systems and product sales | $1.09B+9.1% | $1B+23.5% | $809.73M+5.2% | $769.56M-3.3% | $795.54M-6.9% | |
| Costs to obtain contracts- customer agreements by Product | ||||||
| Customer agreements | $9.8B+3.8% | $9.44B+4.3% | $9.05B+5.9% | $8.55B+6.5% | $8.03B+6.9% | |
| Incentives | $9.92M0.0% | $9.92M0.0% | $9.92M0.0% | $9.92M0.0% | $9.92M0.0% |
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.