Sunrun Inc. is a company operating in the United States that specializes in providing comprehensive residential solar energy solutions. Their services encompass ...
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Est. EPS $1.27 · Revenue $3.12B · 10 analysts
Est. EPS $0.43 · Revenue $3.23B · 11 analysts
Est. EPS $0.41 · Revenue $1.03B · 5 analysts
Est. EPS $0.30 · Revenue $972.74M · 5 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.0B | +45.1% | +20.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $449.9M | +115.8% | -224.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +26.8% | +66.2% | +24.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -4.3% | +97.6% | +166.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +15.2% | +110.9% | -203.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-423.2M | +87.8% | +56.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -14.3% | +91.6% | +63.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 475.2% | -6.8% | -2.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.66x | +28.2% | -1.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $24.2B | +21.5% | +2.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.71 vs 1.38 | +24.1% | 0.42 vs 0.41 | +2.8% |
| Revenue Surprise | $3.0B vs $2.4B | +23.0% | $870.0M vs $1.0B | -15.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Jurich Lynn Michelle | director | Common Stock | D | 50,000 | $9.96 |
| Jul 9, 2026 | Barak Maria | officer: Chief Accounting Officer | Common Stock | D | 3,278 | $12.17 |
| Jul 6, 2026 | STEELE JEANNA | officer: Chief Legal & People Officer | Common Stock | D | 9,897 | $13.19 |
| Jul 6, 2026 | Powell Mary | director, officer: Chief Executive Officer | Common Stock | D | 23,985 | $13.19 |
| Jul 6, 2026 | Dickson Paul S. | officer: Pres. & Chief Revenue Officer | Common Stock | D | 15,613 | $13.18 |
Operator: Good afternoon, and welcome to Sunrun's First Quarter 2026 Earnings Conference Call. Please note that this call is being recorded and that 1 hour has been allocated for the call, including the Q&A session.? [Operator Instructions]? I will now turn the call over to Patrick Jobin, Sunrun's Investor Relations. Thank you. Please go ahead. Patrick Jobin: Thank you, Julian. Before we begin, please note that certain remarks we will make on this call constitute forward-looking statements related to the expected future results of our company, including our Q2 and full year 2026 financial outlook and other statements that are not historical in nature, are predictive in nature or depend upon or refer to future events or conditions, such as our expectations, estimates, predictions, strategies, beliefs or other statements that may be considered forward-looking. Although we believe these statements reflect our best judgment based on factors currently known to us, actual results may differ materially and adversely.? Please refer to the company's filings with the SEC for a more inclusive discussion of risks and other factors that may cause our actual results to differ from projections made in any forward-looking statements. Please also note that these statements are being made as of today, and we disclaim any obligation to update or revise them. Please note that during this conference call, we may refer to certain non-GAAP measures, including cash generation and aggregate creation costs, which are not measures prepared in accordance with U.S. GAAP.? These non-GAAP measures are being presented because we believe they provide investors with a means of evaluating and understanding how the company's management evaluates the company's operating performance. Reconciliation of these measures can be found in our earnings press release and other investor materials available on the company's Investor Relations website. These non-GAAP measures should not be considered in isolation from, as substitutes for, or superior to financial measures prepared in accordance with U.S. GAAP.? On the call today are Mary Powell, Sunrun's CEO; Danny Abajian, Sunrun's CFO; and Paul Dickson, Sunrun's President and Chief Revenue Officer. A presentation is available on Sunrun's Investor Relations website along with supplemental materials. An audio replay of today's call, along with a copy of today's prepared remarks and transcript, including Q&A, will be posted to Sunrun's Investor Relations website shortly after the call. And now let me turn the call over to Mary. Mary Powell: Thank you, Patrick, and thank you all for joining us today. At Sunrun, we are busy rapidly ramping sales and operations to fulfill the surging customer demand we have generated for our offering. Sunrun is solidifying and expanding its leadership position as the nation's largest residential distributed power plant developer and operator. Our addressable market is no longer solar-driven savings. It is America's …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Mary Grace Powell | Chief Executive Officer & Director | USD 2,563,642 | Female | 1960 | Active |
Paul S. Dickson | President & Chief Revenue Officer | USD 1,412,040 | Male | 1985 | Active |
Danny Abajian | Chief Financial Officer & Principal Financial Officer | USD 1,087,469 | Male | 1986 | Active |
Jeanna Steele | Chief Legal & People Officer | USD 962,677 | Female | 1976 | Active |
Edward Harris Fenster | Founder & Vice-Chair | — | Male | 1977 | Active |
Lynn Michelle Jurich | Founder & Vice-Chair | — | Female | 1980 | Active |
Patrick Kent | Chief Operating Officer | — | Male | — | Active |
Rachit Srivastava | Chief Technology Officer | — | Male | — | Active |
Patrick Jobin | Senior Vice President of Finance & Investor Relations | — | Male | — | Active |
Maria Barak | Chief Accounting Officer | — | Female | 1983 | Active |
Chance Allred | Chief Experience & Direct Sales Officer | — | Male | — | Active |
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.
Solar stocks rose in premarket trading after President Donald Trump unveiled new import restrictions on certain products made with polysilicon. The raw material is essential for the manufacture of solar panels, as well as semiconductors.
Sunrun Inc. (NASDAQ:RUN) shares are trading lower Thursday morning despite delivering second-quarter 2026 financial results that beat top- and bottom-line estimates. Investor sentiment was weighed down by full-year guidance cuts and a price target reduction by Goldman Sachs from $18 to $15.
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.
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.
