Welcome to our dedicated page for Sunrun news (Ticker: RUN), a resource for investors and traders seeking the latest updates and insights on Sunrun stock.
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) 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.
Sunrun (Nasdaq: RUN) will release its second quarter 2026 earnings report after the market close on Wednesday, August 5, 2026. The company will host an earnings conference call the same day at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time.
According to Sunrun, investors can access the live webcast and subsequent audio replay for about one month via the Sunrun Investor Relations website at https://investors.sunrun.com. A written transcript of the call is expected to be posted on the Investor Relations site the following day, providing an additional way to review management’s commentary.
The company lists dial-in numbers of (877) 407-5989 (toll-free) and (201) 689-8434 (toll) for those joining by phone. Sunrun describes itself as a major U.S. provider of home battery storage, solar, and home-to-grid power plants, using a no-upfront-cost subscription model to deliver residential energy services nationwide.
Sunrun (Nasdaq: RUN) announced that its California distributed power plant will provide up to 425 megawatts of peak dispatchable capacity to support the state’s electrical grid in summer and fall 2026, making it one of California’s largest flexible energy resources and the largest residential distributed power plant in the U.S.
The virtual power plant now includes 80,000+ households and 110,000+ home batteries, a fivefold enrollment increase since its 2024 launch. It will be dispatched daily from 4–9 p.m. through two state programs and previously delivered an average of 360 megawatts over two hours during a July 29, 2025 event.
Sunrun (Nasdaq: RUN) launched a distributed AI compute pilot that uses existing home solar and battery systems as an edge data center network. The company is expanding deployments of compute nodes in customer homes, selling AI inference capacity to enterprise buyers and compensating participating homeowners.
Sunrun sees a high-margin revenue opportunity leveraging its footprint of over 1.1 million customers. The pilot, expected to conclude in the coming months, will be evaluated on milestones, compute performance, and homeowner experience, and complements a 16 GW flexible home energy aggregation agreement with partners.
Sunrun (Nasdaq: RUN), Renew Home, and Tesla formed a strategic framework to aggregate more than 16 GW of flexible residential energy capacity for data centers and utilities. This “capacity-as-a-solution” uses existing home batteries, smart thermostats, and EV resources to reduce grid congestion, accelerate data center interconnections, and help lower household energy costs.
Sunrun (Nasdaq: RUN) has been named to the Fortune 1000 2026, its first appearance on the list, based on 2025 revenue.
According to Sunrun, 2025 total revenue reached $2.96 billion, up 45% year over year, with record cash generation of $377 million and the highest subscriber values in its history.
Sunrun now serves more than 1.1 million customers, operates 18 distributed power plant programs, and in 2025 delivered over 18 GWh to the grid across more than 1,300 dispatches. Momentum continued in Q1 2026 with revenue of $722 million, up 43%, and a record 73% storage attachment rate, representing about 4.3 GWh of networked storage.