Rooftop solar systems photographed for Sunrun investor relations
Sunrun logoRUN / NASDAQ / Residential solar, batteries & grid services

SUNRUN

Power at home. A business in transition.

A growing battery network meets a difficult sales transition. Follow the cash, the customer mix and the cost of capital.

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SUNRUN Overview
LATEST RESULTS

THE QUARTER, IN FOCUS.

Rooftop solar systems photographed for Sunrun investor relations
LATEST EARNINGS

THE QUARTER. AT A GLANCE.

Q2 2026 · Aug 5, 2026

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NEXT EARNINGSNov 5, 2026Estimated · Company confirmation pending

Comparison incompletevs analyst estimates
RevenueBeat
ACTUAL$870.0M
vs
ESTIMATE$746.9M
+$123.1M (+16.5%)Reported revenue
GAAP diluted EPSUnverified
ACTUAL$0.42
vs
ESTIMATE$0.23
Comparable estimate unavailableCommon-share EPS; estimate basis unverified

THE BUSINESS, OVER TIME.

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Revenue · FY2025$2.96B
+45.1% vs previous year

Revenue increased versus the previous year.

3.0B1.5B0.0B$2.26BFY2023$2.04BFY2024$2.96BFY2025
Select a period to inspectUSD · Reported · Retrieved Sep 17, 2026
LOOKING AHEAD

REVENUE EXPECTATIONS

Estimated annual revenue · FY2028$3.64B
1.2× FY2025 revenue
3.6B1.8B0.0B$2.96BFY2025$3.12BFY2026E$3.23BFY2027E$3.64BFY2028E
ReportedAnalyst estimate
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USD · Estimates are not guidance · Snapshot Sep 17, 2026

RATINGS & TARGETS

THE ANALYST VIEW

62%

23 of 37 analysts rate it BuyStrong Buy ratings included

23 Buy13 Hold1 Sell
Analyst price targets$17.00 average
$14 low$20 high$8.72 quote

Quote Sep 17, 2026 · Targets reflect analyst opinions.

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Snapshot · Sep 17, 2026

INSTITUTIONAL HOLDINGS · FORM 13F

HOW POSITIONS CHANGED.

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Opened or increased49reported positions

Reporting period
Jun 30, 2026

Reduced or closed21reported positions
New positions4
Increased45
Reduced21
Closed positions0

Changes in reported share holdings, not transaction dates or money flows.
Partial coverage · Up to 3,000 records. Snapshot Sep 17, 2026 · Compared with prior reported holdings.

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