Sunrun Inc. (RUN)
Summary
Sunrun: Too Cheap To Sell, Too Messy To Buy
Sunrun appears optically cheap after a 46% drop, but headline revenue and earnings figures are misleading due to asset sales and accounting treatments. Underlying business trends are weak: subscriber additions and margins collapsed, upfront net subscriber margin fell to 3.7%, and management cut full-year guidance. The transition to direct sales could improve margins but requires a significant second-half recovery in productivity and cash generation to meet revised targets.
Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Sunrun (RUN) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Sunrun Q2 Earnings Call Highlights
Sunrun NASDAQ: RUN reported second-quarter results marked by a record storage attachment rate, positive cash generation excluding safe-harbor equipment investments, and a reduced full-year outlook as the company shifts toward a larger direct-sales business.
Sunrun Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 358 | $6,152.6 | $3,755.42 | -$2,397.18 | -38.96% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 49,269 | $659,220 | $502,543.8 | -$156,676.2 | -23.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 129 | $2,154.92 | $1,293.87 | -$861.05 | -39.96% |
| NA Nizar Araji National Bank Of Canada /FI/ | 44,671 | $649,666.5 | $454,527.42 | -$195,139.08 | -30.04% |
 George Soros Soros Fund Management LLC | 100,000 | $1.41M | $1.02M | -$395,245 | -27.95% |
Sunrun Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Biju Perincheril Susquehanna | 755.03 | $7,693.8 | $7,693.8 | - | - |
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Sunrun Inc. Profile
| Energy Equipment & Services Industry | Energy Sector | Mary Grace Powell CEO | NASDAQ (NGS) Exchange | 86771W105 CUSIP |
| US Country | 9,059 Employees | - Last Dividend | - Last Split | 5 Aug 2015 IPO Date |
Overview
Sunrun Inc. is a leading company in the renewable energy sector, specializing in residential solar energy systems in the United States. Established in 2007 with its headquarters in San Francisco, California, Sunrun Inc. has a primary focus on designing, developing, installing, selling, owning, and maintaining solar energy solutions for residential homes. The company embraces a direct-to-consumer approach, utilizing various marketing and sales channels including online, retail, mass media, digital media, canvassing, field marketing, and a network of partners to reach its customers. Additionally, Sunrun Inc. addresses the needs of commercial developers through its services for multi-family units and new homes, fully committing to making solar energy accessible and efficient for a broad spectrum of customers.
Products and Services
- Solar Energy Systems and Products
Sunrun Inc. offers a comprehensive range of solar energy systems and related products, including panels and racking systems, making solar energy accessible to residential homeowners. These systems are tailored to meet the specific energy needs of each household, ensuring efficiency and sustainability.
- Solar Leads
The company also engages in generating and selling solar leads to customers, providing valuable connections between potential buyers and the solar energy solutions that Sunrun Inc. offers. This service is crucial for expanding solar energy adoption among homeowners.
- Battery Storage
Recognizing the importance of energy storage, Sunrun Inc. provides battery storage solutions that are integrated with its solar energy systems. This allows homeowners to store excess solar power, enhancing their energy independence and security.
- Services for Commercial Developers
In addition to serving residential customers, Sunrun Inc. caters to commercial developers by offering specialized services for multi-family buildings and new home constructions. These services ensure that solar energy benefits can be extended to a wider range of living environments, promoting sustainability on a larger scale.
