Revenue segments as reported by the company.

Customer Agreements & Incentives

Solar Energy Systems & Product Sales

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangible assets

Goodwill impairment

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Sunrun

Sunrun, Inc. engages in the design, development, installation, sale, ownership and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward H. Fenster, Robert N. Kreamer and Lynn M. Jurich in January 2007 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Sunrun reports record Q4 results, eyes growth through storage innovations

Sunrun's strong performance in Q4 and full-year 2022, with a focus on storage deployments and subscription model for growth, positions the company well for 2023. Despite challenges like interest rate pressures, Sunrun's operational improvements and strategic collaborations drive value. The company's disciplined approach to growth and focus on market share gains present significant opportunities for expansion.

Sunrun exceeds Q1 guidance, focuses on battery growth opportunities

Sunrun's Q1 performance showcased strong installation numbers, subscription growth, and high battery attach rates, positioning the company for continued success.
Despite challenges in G&A costs and cash decline, Sunrun's financial stability, strategic funding, and focus on profitability offer resilience and growth potential.
Opportunities lie in expanding solar energy capacity, exploring new market segments, and meeting strong battery demand to drive revenue and market reach.

Sunrun reports robust Q2 performance, eyes grid services expansion

Sunrun delivered a strong Q2 performance with notable growth in storage capacity and attachment rates. The company's focus on expanding grid services and generating recurring cash flow presents opportunities for future growth. Despite challenges such as equipment price decreases, Sunrun remains committed to capital efficiency and enhancing customer value.

Sunrun reports robust Q3 performance, focuses on storage expansion

Sunrun's Q3 performance showcased growth in storage capacity installations, improved customer relationships, and a strong cash position with no equity needs.
The company's strengths lie in its strategic shift towards storage offerings, margin-focused growth strategy, and proactive inventory management.
Challenges include adjusting to market conditions, transitioning to a storage-first approach, and addressing operational and reporting complexities.
Opportunities for Sunrun include further growth in storage installations, recurring cash flow generation, and market leadership in clean energy generation.

Sunrun surpasses Q4 guidance, eyes growth in storage installations

Sunrun's Q4 performance exceeded expectations, driving subscriber value.
Strengths include high storage attachment rate and successful customer renewals.
Challenges lie in cost reductions and balancing increased install activity.
Opportunities exist in strong growth expectations and customer engagement strategies.

Sunrun beats Q1 guidance, focuses on margins over volumes

Sunrun delivered strong Q1 results, focusing on profitable growth, efficiency gains, and increasing customer value. The company faces challenges in sales growth and potential market headwinds but sees opportunities in battery retrofit programs, state-specific growth, and managing competition effectively.

Sunrun excels in Q2 with strong storage growth and strategic focus

Sunrun's Q2 performance reflects strong growth in storage installations and cash generation, positioning the company well for the future.
The company's strategic focus on differentiation, new products, and margin leadership underscores its commitment to sustainable growth.
While facing challenges in a competitive market, Sunrun's opportunities lie in expanding partnerships, driving innovation, and capturing market demand.
Overall, Sunrun's confidence in its market position and cash generation outlook signals a positive trajectory for the company.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun (NASDAQ: RUN ) stock is plummeting lower after Muddy Waters issued a second short report on the home solar panel company, the first of which was published in July 2022. The short seller has accused Sunrun of overstating its non-GAAP subscriber count and claiming and selling tax credits based on the alleged overstated subscriber count as well.

RUN Stock Alert: Muddy Waters Doubles Down on Sunrun Short Report

Sunnova Energy International Inc

SolarEdge Technologies

SunPower

SolarEdge's preliminary Q3 numbers were much worse than expected. It says its sales will come in as much as 22% lower than expected, implying a slowdown in solar panel installations.

Why Solar Power Stocks Flamed Out on Friday

Sunrun Inc.'s recent struggles in the face of market challenges have raised concerns about its ability to secure favorable cash terms and maintain growth. For every $1 of revenues, Sunrun uses around $1.50 of free cash flow.

Sunrun's Solar Squeeze: Cash Woes Overshadow Bright Future

Solar stocks are down on Friday and investors can look to Deutsche Bank are the reason for the slump in the sector. That's due to Deutsche Bank downgrading three major players in the solar energy space today.

Why Are Solar Stocks Down Today?

Hannon Armstrong Sustainable Infrastructure Capital

Long-term interest rates came down a bit late in the week, which could help renewable energy financing. Prices for energy commodities like oil and natural gas continue to rise, which bodes well for the economics of rooftop solar.

Why Renewable Energy Stocks Jumped This Week

Sunrun (RUN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Sunrun (RUN) Soars 13.6%: Is Further Upside Left in the Stock?

Sunrun Inc. and SunPower Corporation have seen significant declines in their equity value over the past three years. SPWR has a lower valuation and debt-to-equity ratio compared to RUN. Both companies face challenges in terms of debt, gross margins, and growth, but are positioned to benefit from long-term trends in the clean energy industry.

Sunrun Vs. SunPower: Which Stock To Buy, Clean Energy Collapse Looks For Reversal

Maxeon Solar Technologies

Maxeon reported preliminary third-quarter 2023 results, and there wasn't much to like with revenue disappointing and margins under pressure. What overshadowed Maxeon was lower interest rates, which should help solar installations make more sense financially.

Why Solar Energy Stocks Are On Fire Today

Canadian Solar

Wall Street analysts downgraded both Sunrun and SunPower this week. The entire sector has been hammered by higher interest rates.

Why Solar Names SunPower, Sunrun, and Canadian Solar Sank This Week

Sunrun (RUN) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Down -30.25% in 4 Weeks, Here's Why You Should You Buy the Dip in Sunrun (RUN)

Invesco Solar ETF

Solar stocks keep plunging Wednesday, with Truist analyst Jordan Levy saying investors are now just selling, without much concern over why they are selling.

Solar stocks are plunging but ‘sell first' mentality creates opportunity for brave investors

Shares of Sunrun (RUN) fell to their lowest level since April 2020 in intraday trading on Wednesday before paring back some losses after a Truist Securities analyst warned high interest rates will continue to hurt residential solar panel installers.

Sunrun Shares Fall to More Than 3-Year Low After Downgrade on Rate Headwinds

Solar stocks are taking a beating on Wednesday after Truist analyst Jordan Levy hit two companies with downgrades. First up is Sunrun (NASDAQ: RUN ), which was downgraded from a “buy” rating to a “hold” rating by the Truist analyst.

Solar Stocks Alert: Truist Is Sounding the Alarm on RUN, NOVA Stocks

Truist Securities analyst Jordan Levy downgrades shares of both Sunrun and Sunnova to Hold from Buy.

Sunrun and Sunnova Are Downgraded as Higher Rates Are a Headwind

Sunrun (NASDAQ: RUN) stock price continued its sell-off as the ongoing bond rout irked investors. The shares, which peaked at $100.57 in 2021 have plunged by almost 90% to the current $11.3.

Sunrun stock price forms a bullish pattern as sell-off intensifies

SAN FRANCISCO, Oct. 02, 2023 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its third quarter 2023 earnings report after the market closes on Wednesday, November 1, 2023. A conference call has been scheduled to discuss these earnings results at 2:00 p.m.

Sunrun Announces Date and Conference Call Details for Third Quarter 2023 Earnings Report

Sunrun reaffirms commitment to creating a personalized, multi-decade energy experience and increasing customer value with appointments of Dr. Marcus Mueller and Rachit Srivastava Sunrun reaffirms commitment to creating a personalized, multi-decade energy experience and increasing customer value with appointments of Dr. Marcus Mueller and Rachit Srivastava

Sunrun Expands Leadership Team to Enhance Customer Experience Throughout the Entire Customer Lifecycle, Accelerate Innovation and Drive Efficiencies

California Resources

CrowdStrike

KB Home

Ralph Lauren

U.S. stocks closed lower, with the Dow Jones Industrial Average falling more than 100 points on Friday. The blue-chip Dow fell 1.9% last week, while the S&P 500 lost 2.9%.

This Analyst With 83% Accuracy Rate Sees Over 29% Upside In CrowdStrike Holdings - Here Are 5 Stock Picks For Last Week From - CrowdStrike Holdings (NASDAQ:CRWD), California Resources (NYSE:CRC)

Icahn Enterprises

ReNew Energy Global PLC

San Juan Basin Royalty Trust

Mammoth Energy Services

Exxon Mobil

Oil prices are rising again but the energy sector remains volatile. The unpredictability in the sector isn't merely a blip but reflects deeper concerns plaguing the sector, which highlights the importance of energy stocks to sell.

Beware! 7 Energy Stocks Waving Massive Red Flags Right Now

Sunrun Inc (NASDAQ: RUN) has been cut in less than half this year but a Guggenheim analyst remains confident that it will make a new high over the next twelve months.

Buy solar stock Sunrun for a 165% return in 12 months: Guggenheim

SAN FRANCISCO, Sept. 14, 2023 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation's leading provider of residential solar, storage and energy services, today announced it has priced a securitization of leases and power purchase agreements, known as Sunrun's solar-as-a-service offering.

Sunrun Prices Record-Setting $715 million Senior Securitization of Residential Solar & Battery Systems

NEW YORK--(BUSINESS WIRE)-- #KBRA--KBRA assigns preliminary ratings to three classes of notes issued by Sunrun Julius Issuer 2023-2. The transaction is collateralized by a diversified pool of 57,731 leases and Power Purchase Agreements (PPAs) associated with residential solar photovoltaic installations (PV Systems), some of which have energy storage equipment. The total aggregate discounted solar asset balance (ADSAB) based on a discount rate of 7.5% (PV7.5 ADSAB), consisting of the discounted payments.

KBRA Assigns Preliminary Ratings to Sunrun Julius Issuer 2023-2, LLC

Array Technologies

Enphase Energy

First Solar

A record amount of solar panels are expected to be installed in the U.S. this year, but the fate of companies in the industry has diverged.

These Are the Solar Power Winners and Losers of 2023 So Far

Sunrun is well-positioned to benefit from the widespread adoption of photovoltaics currently being driven by the low cost of solar. The company is in the process of expanding their capabilities; branching their business model into synergistic high-margin revenue streams. As of the most recent quarter, cash and equivalents were $669.1M, unlevered free cash flow was at -$639.7M, while levered free cash flow was at -$711.2M.

Sunrun: I Am Still Waiting To Buy

Citi analyst Vikram Bagri upgrades shares of Sunrun to Buy from Neutral.

News for Sunrun Stock (RUN)