The financials
Sunrun Inc. by the numbers
Sunrun Inc. (RUN) reported revenue of $870M in Q2 2026 (quarter ended Jun 30, 2026), up 53% from the same quarter a year earlier. That came with net income of $115M (13% of revenue). For the full year FY2025, revenue was $2.96B (+45% year on year) and net income $450M. Its largest product in Q2 2026 was Customer Agreements at $507M, 61% of the disclosed total, well ahead of Energy Systems at 35%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $870M | $569M | +53% |
| Operating income | $35M | −$112M | to a profit |
| Net income | $115M | $280M | −59% |
| Diluted EPS | $0.42 | $1.07 | −61% |
| Product | Revenue | Share |
|---|---|---|
| Customer Agreements | $507M | 61% |
| Energy Systems | $291M | 35% |
| Incentives | $37M | 4.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $834.7M (+23%)
Energy Systems grew +668% year on yearCustomer Agreements +17% year on year
Segment Latestquarter on quarteryear on year
- Customer Agreements$507.0M$507.0MQoQ +13%year on year +17%+13%+17%
- Energy Systems$291.0M$291.0MQoQ +37%year on year +668%+37%+668%
- Incentives$36.8M$36.8MQoQ +77%year on year +50%+77%+50%