Sunrun RUN Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Product | ||||||
| Customer agreements | $447.1M+17.2% | $435.22M+21.7% | $458.46M+24.4% | $433.44M+21.0% | $381.36M+25.4% | |
| Energy systems | $212.22M+430% | —— | —— | —— | $40.07M-21.7% | |
| Incentives | $20.72M-3.9% | $31.26M+0.8% | $33.14M-11.0% | $24.56M-17.4% | $21.56M+14.5% | |
| Products | $42.19M-31.1% | $56.74M-38.8% | $68.17M-19.0% | $73.46M-9.0% | $61.28M-12.6% | |
| Costs by Product | ||||||
| Customer agreements and incentives | $314.74M+2.0% | $312.54M+6.8% | $315.81M+2.4% | $345.38M+15.6% | $308.63M+14.5% | |
| Energy systems and product sales | $187.69M+93.9% | $633.58M+42.9% | $165.48M+32.1% | $104.14M-20.0% | $96.8M-38.0% | |
| Costs to obtain contracts- customer agreements by Product | ||||||
| Customer agreements | $2.55B+16.3% | $2.47B+18.7% | $2.45B+26.1% | $2.32B+28.9% | $2.2B+31.1% | |
| 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.