Sunrun Inc (RUN) Financials
Key financial figures for Sunrun Inc (Q3 2026).
Sunrun's Q3 2026 revenue rose 52% to $1,099.5 million and GAAP diluted EPS was $0.56, while Cash Generation was $6 million and full-year Cash Generation guidance was lowered to about $200 million from $200 million to $375 million. Total revenue was $1,099.5 million, up 52% from $724.6 million a year earlier. Energy systems and product sales revenue rose 134% to $546.0 million, which the release attributes primarily to a transaction entered into in Q3 2025 under which certain storage and energy systems on newly originated customer agreements are sold to a third party. Customer agreements and incentives revenue rose 13% to $553.5 million. Income from operations was $153.5 million versus $3.7 million in Q3 2025. On the outlook: Full-year 2026 Aggregate Subscriber Value is now expected to be approximately $4.6 billion (prior guidance $4.6 billion to $4.9 billion), and Cash Generation approximately $200 million excluding equipment safe harbor investments (prior guidance $200 million to $375 million). Figures are for Q3 2026, as Sunrun Inc. reported them.
- Revenue
- $1.1B
- Net Income
- $87M
- EPS
- $0.64
- Total Assets
- $24.0B
- Operating Cash Flow
- $301M
Recent quarters
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| Q3 FY2026 | $1.1B | $87M | $0.56 | 13.96% | -$76M |
| Q2 FY2026 | $870M | -$208M | $0.42 | 4% | -$180M |
| Q1 FY2026 | $722M | $168M | $0.62 | -6.02% | -$414M |
| Q4 FY2025 | $1.2B | $104M | $0.38 | 8.4% | |
| Q3 FY2025 | $725M | $17M | $0.06 | 0.5% | -$865M |
Recent fiscal years
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| FY2025 | $3.0B | $450M | $1.71 | -4.27% | -$423M |
| FY2024 | $2.0B | -$2.8B | -$12.81 | -181.34% | -$3.5B |
| FY2023 | $2.3B | -$1.6B | -$7.41 | -87.56% | -$3.4B |
Frequently asked questions
What was Sunrun Inc.'s revenue last quarter?
Sunrun Inc. reported revenue of $1.10 billion for Q3 FY2026, up 51.7% from the same period a year earlier.
Is Sunrun Inc. profitable?
Yes. Sunrun Inc. reported net income of $87.0 million for Q3 FY2026, a net margin of 7.91% on revenue.
How has Sunrun Inc.'s margin trended?
Operating margin was 13.96% in Q3 FY2026, compared with 0.5% in the same period a year earlier. The quarter by quarter series is on the SentiSense financials page.
How much free cash flow did Sunrun Inc. generate?
Sunrun Inc. generated free cash flow of -$76.2 million in Q3 FY2026, after capital expenditure.
Full income statement, balance sheet and cash flow for Sunrun Inc on SentiSense, with up to forty quarters and twenty fiscal years of history.