Sunrun Inc. (RUN)
Sunrun Inc. brought in $3.9B of revenue over the twelve months to September 30, 2026, up 66.2% from a year earlier. Net income was $539.6M, a net margin of 14.0%. At September 30, 2026 it held $1.1B in cash against $15.3B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Sunrun Inc.
- Net worth
- Sunrun Inc. has a market value (market cap) of $2.3B at the latest share price, and shareholders' equity of $3.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $3B (+45.1% year on year), with net income of $449.9M. Over the 12 months to September 30, 2026: revenue $3.9B, net income $539.6M.
- Cash flow
- In fiscal 2025 operations used $421.4M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Sunrun Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Sunrun Inc. does
Sunrun Inc. is registered with the SEC under industry code SIC 1700 (Construction - Special Trade Contractors). Its shares trade on NASDAQ under the ticker RUN.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $3B | $449.9M | $1.71 | n/a |
| 2024 | $2B | -$2.8B | -$12.81 | -$767.7M |
| 2023 | $2.3B | -$1.6B | -$7.41 | -$841.7M |
| 2022 | $2.3B | $173.4M | $0.80 | -$867M |
| 2021 | $1.6B | -$79.4M | -$0.39 | -$825.8M |
| 2020 | $922.2M | -$173.4M | -$1.24 | -$321.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where RUN ranks in Other
Latest SEC filings
What Sunrun Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 52% to $1.1B versus the same quarter last year; diluted EPS $0.56 versus $0.06.
- November 4, 2026
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 53% to $870M versus the same quarter last year; diluted EPS $0.42 versus $1.07.
- August 5, 2026
- July 30, 2026Passive stake changed SCHEDULE 13G/A
- July 27, 2026Form ABS-15G filing ABS-15G
- July 27, 2026Form ABS-15G filing ABS-15G
- June 1, 2026
- May 6, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 43% to $722.2M versus the same quarter last year; diluted EPS $0.62 versus $0.20.
Insider trades
What the people running Sunrun Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $564K worth of shares in the last 90 days and bought none on the open market. 5% of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 4, 2026 | Barak MariaChief Accounting Officer | Soldpre-planned (10b5-1) | 3,256 | $30.4K |
| October 6, 2026 | Abajian DannyChief Financial Officer | Sold | 16,734 | $129.9K |
| October 6, 2026 | Abajian DannyChief Financial Officer | Gave as a gift | 16,813 | - |
| October 6, 2026 | Abajian DannyChief Financial Officer | Gave as a giftindirect | 16,813 | - |
| October 6, 2026 | Barak MariaChief Accounting Officer | Sold | 1,771 | $13.8K |
| October 6, 2026 | Steele JeannaChief Legal & People Officer | Sold | 10,042 | $78K |
| October 6, 2026 | Powell MaryChief Executive Officer, Director | Sold | 24,335 | $188.9K |
| October 6, 2026 | Dickson Paul S.Pres. & Chief Revenue Officer | Sold | 15,837 | $123K |
Who owns RUN
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Greenvale Capital LLP13G, passive | 5.6% | August 14, 2026 |
| Vanguard Portfolio Management13G, passive | 5.55% | April 29, 2026 |
| Alyeska Investment Group, L.P.13G, passive with 2 related filers | 5.36% | February 14, 2025 |
| Vanguard Capital Management13G, passive | 5.03% | April 30, 2026 |
| Orbis Investment Management Limited ("OIML"), Orbis Investment Management (U.S.), L.P. ("OIMUS")13G, passive | 5% | November 14, 2024 |
| Point72 Asset Management, L.P.13G, passive with 2 related filers | 5% | June 27, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 395 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 41,365,957 | -502,456 |
| Goldman Sachs Group Inc | 19,186,790 | +7,006,879 |
| Vanguard Portfolio Management LLC | 13,678,906 | +745,930 |
| Greenvale Capital LLP | 13,304,181 | +1,304,181 |
| State Street Corp | 10,483,125 | +1,106,349 |
| Vanguard Capital Management LLC | 10,319,678 | +275,311 |
| D. E. Shaw & Co., Inc. | 10,227,120 | +2,965,823 |
| Invesco Ltd. | 10,153,355 | +1,080,130 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,004,682 | +184,544 |
| Dimensional Fund Advisors LP | 6,858,527 | +339,474 |
| Geode Capital Management, LLC | 6,402,401 | +218,120 |
| Morgan Stanley | 5,418,234 | +1,468,182 |
| Two Sigma Investments, LP | 5,045,813 | -2,746,997 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,964,236 | -45,303 |
| Citadel Advisors LLC | 4,858,172 | +4,465,958 |
| UBS Group AG | 4,422,249 | +1,713,640 |
| Robeco Schweiz AG | 4,263,680 | +40,743 |
| Balyasny Asset Management L.P. | 3,925,623 | +3,569,953 |
| Maple Rock Capital Partners Inc. | 3,694,548 | +692,448 |
| Amundi | 3,428,504 | +127,878 |
Insiders
13 insiders reported holding 5,468,146 shares in total, about $53.3M at the last price.
| Holder | Shares |
|---|---|
| Fenster Edward HarrisDirector | 1,567,779 |
| Powell MaryChief Executive Officer, Director | 1,087,200 |
| Dickson Paul S.Pres. & Chief Revenue Officer | 823,702 |
| Abajian DannyChief Financial Officer | 760,637390,918 held indirectly |
| Steele JeannaChief Legal & People Officer | 451,673 |
| Jurich Lynn MichelleDirector | 367,405 |
| Dach Leslie ADirector | 112,629 |
| Lontoh SonitaDirector | 85,20734,010 held indirectly |
| Barak MariaChief Accounting Officer | 85,006 |
| Ferber AlanDirector | 77,134 |
Questions about RUN
What does Sunrun Inc. do?
Sunrun Inc. is a company in the Other sector, listed on NASDAQ as RUN. Its shares trade on NASDAQ under the ticker RUN.
What is Sunrun Inc.'s net worth?
Sunrun Inc. has a market value (market cap) of $2.3B at the latest share price, and shareholders' equity of $3.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Sunrun Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $539.6M on revenue of $3.9B, a net margin of 14.0%.
How much revenue does Sunrun Inc. make?
Over the twelve months to September 30, 2026 Sunrun Inc. reported revenue of $3.9B. That is 66.2% more than a year earlier.
When did Sunrun Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Sunrun Inc.'s next earnings report?
Sunrun Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Sunrun Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.