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Financial statements

Sunrun Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data Sunrun Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue4775337608599221,6102,3212,2602,0382,957
Cost of revenue239254
Gross profit238278
Research and development10.215.118.823.619.523.220.921.839.336.1
Selling and marketing169146207275352623745741617709
General and administrative92.4107117125267265195221245278
Operating income-192-181-122-216-465-666-662-1,979-3,695-126
Other non-operating income0.84-1.87-2.79-9.258.1922.6261-63.9162-53.4
Pre-tax income-265-275-251-399-688-971-847-2,696-4,382-1,176
Income tax56.312.49.32-8.22-60.69.272.29-12.7-26.8-167
Net income to minority interests-396-413-287-417-454-901-1,023-1,078-1,509-1,459
Net income75.112526.726.3-173-79.4173-1,604-2,846450
EBITDA-173-162-101-193-445-643-635-1,947-3,651-87.8
EPS, basic0.731.190.240.23-1.24-0.390.82-7.41-12.811.96
EPS, diluted0.721.160.230.21-1.24-0.390.80-7.41-12.811.71
Shares, basic (weighted)102105110116140205211217222230
Shares, diluted (weighted)105108117124140205219217222264

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents2242423043637088509539889471,237
Receivables60.366.466.477.795.1146214172171263
Inventory67.394.479.5261283507784460402501
Other current assets0.0108.5632.551.544.6147263203155
Total current assets3694174617341,1381,5482,0981,8821,7232,156
Property, plant and equipment48.536.434.956.762.256.967.414912175.7
Lease right-of-use assets25.520.334.781.592.710591.676.862.8
Goodwill87.587.587.595.14,2804,2804,2803,12200
Intangible assets18.514.310.119.518.312.97.53
Other non-current assets34.92463364086821,1261,8352,2683,0223,561
Total assets3,5733,9634,7505,80614,38316,48319,26920,45019,89822,611
Accounts payable66115131223207288339231354271
Deferred revenue70.842.647.477.6108112184129129163
Short-term debt14.221.535.535.3
Total current liabilities2453113725309011,0121,1551,4881,3341,303
Long-term debt8841,2731,7132,220
Lease liabilities14.236.185.6
Other non-current liabilities5.4642.748.2141269190140191120156
Total liabilities2,5112,5993,3414,1687,0948,91111,09013,53615,73417,627
Total debt8981,2951,7492,2554,7966,5038,39910,67212,90114,696
Paid-in capital6686837227666,1086,3306,4706,6096,7476,899
Retained earnings4.4420322925176.8-2.58171-1,434-4,280-3,830
Other comprehensive income0.44-4.11-3.12-52.8-107-73.167.154.786.863.1
Shareholders' equity6738829499656,0786,2556,7085,2302,5543,132
Minority interests2513593343676517238611,0089861,142
Total equity9961,2411,2831,3316,7296,9787,5696,2383,5404,275
Total liabilities and equity3,5733,9634,7505,80614,38316,48319,26920,45019,89822,611
Shares outstanding104104113118201208214219226234

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income-321-288-260-391-627-981-850-2,683-4,355-1,009
Depreciation and amortization18.819.520.422.6202327.231.944.138.3
Stock-based compensation18.72227.926.3171211111112113108
Deferred income tax56.312.410.1-8.61-59.29.272.29-12.7-26.8-167
Change in receivables-1.97-9.41-5.71-14.94.99-62.1-86.815.7-15-120
Change in inventory4.04-27.115-18147.6-224-27732457.7-99.2
Change in payables-40.347.88.8567.4-45.766.940.5-109177-80.1
Cash from operations-200-96.1-62.5-204-318-817-849-821-766-421
Capital expenditures-12.5-7.96-4.95-25.3-3.1-8.58-18.2-21-1.57
Acquisitions-500-2.7253700
Cash from investing-696-777-811-843-498-1,686-2,086-2,613-2,701-2,500
Debt issued3363,7464,0104,111
Debt repaid-23.1-1,576-1,795-2,286
Stock issued00750022.618.916.8
Share buybacks00-500
Cash from financing8998919361,1071,1612,6463,0373,4693,4273,211
Net change in cash3.217.462.658.834514210334.8-40.4290
Free cash flow-213-104-67.4-230-321-826-867-842-768
Interest paid26.242.276.399.5120225300433591742
Income taxes paid0000000000

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $8.11 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Operating margin2.7%Operating income / revenue.
EBITDA margin23.7%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-26.4%Pre-tax income / revenue.
Net margin11.6%Net income / revenue.
Operating cash flow margin-5.8%Cash from operations / revenue.
Return on equity (ROE)11.5%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)1.7%Net income / average total assets.
Return on invested capital (ROIC)0.4%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue1.1%Research and development expense / revenue.
Stock-based pay / revenue3.0%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue21.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y45.1%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y8.4%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y26.2%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Net income CAGR, 3y37.4%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS CAGR, 3y28.8%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y22.6%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-22.4%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y-12.4%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y13.6%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y5.5%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y9.5%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y19.0%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y6.5%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y13.6%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio1.42xCurrent assets / current liabilities.
Quick ratio0.90x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.75x(Cash + short-term investments) / current liabilities.
Debt / equity4.34xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets64.9%Total debt / total assets.
Liabilities / assets77.7%Total liabilities / total assets.
Net debt$14.02BTotal debt - cash - short-term investments. Negative means more cash than debt.
Net debt / EBITDA17.0xNet debt / EBITDA (twelve months), when EBITDA is positive.
Working capital$643.1MCurrent assets - current liabilities.
Tangible book value$3.49BShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.15xRevenue / average total assets.
Fixed asset turnover56.6xRevenue / average property, plant and equipment.
Receivables turnover14.8xRevenue / average receivables.
Days sales outstanding25 days365 x average receivables / revenue.

Per share

MetricValueHow it is calculated
EPS, diluted$1.47Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$12.68Revenue / diluted weighted shares.
Operating cash flow per share-$0.73Cash from operations / diluted weighted shares.
Book value per share$14.53Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$14.53Tangible book value / shares outstanding.
Cash per share$4.73(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.95BShare price x shares outstanding.
Enterprise value$15.97BMarket cap + total debt - cash - short-term investments.
P/E4.85xMarket cap / net income. Only when net income is positive.
P/S0.56xMarket cap / revenue.
P/B0.56xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.56xMarket cap / tangible book value, when positive.
EV/Sales4.60xEnterprise value / revenue.
EV/EBIT173xEnterprise value / operating income, when both are positive.
EV/EBITDA19.4xEnterprise value / EBITDA, when both are positive.
Earnings yield20.6%Net income / market cap (the inverse of P/E).
PEG0.17xP/E / EPS growth per year over 3 years (in percent). Only when both are positive.
What was Sunrun Inc.'s revenue in fiscal 2025?

Sunrun Inc. reported revenue of $2.96B for fiscal 2025, 45.1% higher than the year before.

Was Sunrun Inc. profitable in fiscal 2025?

Yes. Net income was $449.9M, a net margin of 15.2%.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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