Sunrun Inc. provides residential solar, home battery storage and home-to-grid power plant services in the United States. The company designs, installs, sells, owns and maintains residential solar energy systems and offers home energy systems through a subscription model, with customer agreements that can extend over long contract terms.
Sunrun news commonly covers operating and financial results, subscriber and cash-generation metrics, capital-structure disclosures, governance matters and shareholder voting topics. Company updates also address battery storage adoption, distributed power plant programs, grid-services dispatches, utility partnerships and the role of storage-plus-solar systems in supporting local and system-wide electric grids.
Sunrun (Nasdaq: RUN) and Tesla delivered 745 megawatts of peak power from residential batteries to California’s grid on October 6, 2026. The joint dispatch exceeded their 669-megawatt dispatch on October 5 and the previous residential distributed power plant record of 580 megawatts on September 9, 2026. Requested by the California Energy Commission and utilities, the batteries supplied power during multi-hour evening peaks amid a prolonged heat wave.
Sunrun (RUN) will release its third quarter 2026 earnings report after the market closes on November 4, 2026. A conference call to discuss the results will begin at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time and will be webcast live on Sunrun’s Investor Relations website.
Sunrun (RUN) and SPAN are expanding their partnership to deploy a behind-the-meter, distributed AI compute and home energy solution at residential gigawatt scale.
Sunrun will supply solar-plus-battery systems that power SPAN’s XFRA distributed data center nodes in new home communities across Texas and other markets. The combined offering aims to deliver low-cost, low-latency compute while maintaining reliable electricity for homes and preventing overload of local distribution infrastructure, enabling higher node deployment density.
Host customers will receive whole-home backup power, a smart electrical panel, and ongoing compensation for hosting XFRA nodes via a pre-paid lease, with no added home purchase cost.
Sunrun (RUN) and Tesla (TSLA) report that more than 140,000 home batteries delivered over 580 megawatts of peak power to California’s grid on September 9, 2026, during an extreme heat wave.
This is described as the largest residential distributed power plant dispatch to date, with capacity comparable to a large power plant and enough to serve all households in Sacramento County during peak hours. The event, requested by state energy authorities and utilities, ran for three evening hours and aimed to increase operating margin and reduce real-time energy prices. Sunrun and Tesla coordinated 517 megawatts from Powerwalls and 63 megawatts from other batteries, with 110,000 Powerwalls participating and over half owned and operated by Sunrun.
Sunrun (RUN) released survey findings showing widespread concern among U.S. homeowners about power reliability in 2026.
In an online survey of 2,000 homeowners, 59% said they are concerned that local outages will become more common, and two‑thirds reported already experiencing a power outage this year, averaging three outages and 5.5 hours for the most recent event. Nearly half rated their household preparedness low enough to have had a “power outage reality check,” while 47% said a backup power source would make them feel most prepared.
Concern about grid stress is high: 75% worry that the growing number of data centers could contribute to future outages, and only 38% are confident their local grid can meet rising electricity demand. Sunrun, which serves more than 1.2 million customers, highlights its no‑upfront‑cost battery‑plus‑solar systems that can power critical home loads during outages and participate in distributed power plant programs that compensate customers for supporting the grid.
Sunrun (Nasdaq: RUN) announced an agreement with Voltus under which Sunrun will provide energy capacity from a portion of its thousands of residential storage-plus-solar systems in the PJM and MISO grid regions to support Voltus’s Bring Your Own Capacity programs for AI hyperscalers.
According to Sunrun, Voltus will orchestrate distributed resources like home batteries and smart thermostats so large data center loads can access firm, flexible capacity while participating homes and businesses receive payments. The collaboration complements a separate Sunrun, Renew Home and Tesla initiative aimed at unlocking 16.8 GW of flexible home-based capacity.
Sunrun (Nasdaq: RUN) reported second quarter 2026 revenue of $870.0 million, up 53% year-over-year, driven by a 193% increase in energy systems and product sales to $326.3 million following a 2025 transaction structure. Customer agreements and incentives revenue rose 19% to $543.7 million.
Net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share. Storage Attachment Rate reached a record 74%, with 266,000+ systems installed and 4.6 GWh of Networked Storage Capacity. Cash Generation was $23 million, or $45 million excluding $22 million of equipment safe harbor investments, while net cash used in operating activities was $(186) million.
Subscriber Additions fell 31% to 19,793, and Aggregate Subscriber Value declined 24% to $1.2 billion, with Net Subscriber Value down 44%. For full-year 2026, Sunrun now expects Aggregate Subscriber Value of $4.6–$4.9 billion and Cash Generation of $200–$375 million, both below prior guidance. Year-to-date, the company has raised about $1.5 billion in non-recourse asset-level debt, including an expected $267 million August 2026 securitization.
Sunrun (Nasdaq: RUN) priced a $267 million public securitization backed by leases and power purchase agreements on a seasoned portfolio of residential solar and storage assets. This is Sunrun’s seventeenth securitization since 2015 and second issuance in 2026.
The deal includes Class A notes rated A- with a 6.28% coupon, 200 bps spread, 6.33% yield, and an initial balance equal to a 74.2% advance rate on ADSAB. Class B notes are rated BB- and retained by Sunrun. The Class A notes have an expected weighted average life of 4.94 years, an optional redemption date of July 30, 2035, and final maturity on January 30, 2054.
The securitization is backed by 37,595 systems across 42 utility territories in 13 states with a weighted average customer FICO of 756 and is expected to close by the end of August.
Eversource (NYSE:ES), National Grid (NYSE:NGG), EnergyHub, Sunrun (NASDAQ:RUN), and The Mobility House announced a joint effort to test residential vehicle-to-grid (V2G) capabilities in Massachusetts using the existing ConnectedSolutions demand response program.
Qualifying Eversource and National Grid residential customers with V2G‑capable EVs will be able to enroll and receive incentives for allowing their vehicles to discharge energy back to the grid during peak demand, aiming to enhance grid stability and help lower system costs. National Grid is already using V2G with light‑to‑medium‑duty fleets, starting with school buses, while Eversource is exploring similar fleet opportunities through its ConnectedSolutions+ offering.
Sunrun (Nasdaq: RUN), described as America’s largest provider of home battery storage, solar, and home-to-grid power plants, received BestCompany.com’s exclusive 2026 Preferred Partner Award and Platinum Solar Award. Best Company cited Sunrun’s customer satisfaction, product innovation, stability, and industry leadership as key selection factors.
This marks Sunrun’s third consecutive Platinum Solar Award and second consecutive Preferred Partner Award, and it is the only home energy company to receive the Preferred Partner honor. According to Sunrun, it serves more than 1.1 million customers, operates a vertically integrated model from sales through service, and has recently also been recognized on the Fortune 1000 list and by ConsumerAffairs with four Buyer’s Choice Awards.