Sunrun Inc. (RUN) Form 10-Q — Nov 4, 2026
Sunrun's Q3 2026 revenue jumped 52% year-over-year to $1.10 billion, driven by energy systems and product sales of $546.0 million, up from $233.0 million, including roughly $467.5 million of sales to a new non-controlled joint venture. Net income attributable to common stockholders was $153.2 million in the quarter ($0.64 basic, $0.56 diluted EPS), versus $16.6 million a year earlier, and nine-month operating cash flow swung positive to $125.8 million from a $518.4 million outflow in 2025.
Key figures
- Eps
- Basic $0.64 / Diluted $0.56 (Q3 2026)
- Revenue
- 1099498000
- Net Income
- 86973000
- Total Debt
- 15270759000
- Revenue Yoy
- Q3 revenue +51.8% YoY; nine-month revenue $2.69B vs $1.80B
- Total Assets
- 23970687000
- Cash Position
- 699428000
- Shares Outstanding
- 241960661
- Active funds
- 60
- Nine month revenue
- 2691717000
- Gross earning assets
- $22.4 billion
- Jv sales nine months
- $775.5 million
- Operating cash flow nine months
- 125824000
- Networked solar energy capacity mw
- 8936
- Q3 net income attributable to common
- 153246000
- Contracted revenue not yet recognized
- $38.9 billion
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