Sunrun Named to the Fortune 1000 2026 List Following Strong Revenue Growth
Rhea-AI Summary
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.
Positive
- 2025 total revenue of $2.96 billion, up 45% year over year
- Record 2025 cash generation of $377 million
- Q1 2026 revenue of $722 million, up 43% year over year
- Record 73% storage attachment rate and 4.3 GWh networked storage
- More than 1.1 million customers using Sunrun services
- 18 distributed power plant programs delivering 18 GWh across 1,300+ dispatches
- Recurring revenue from utilities and grid operators for managed programs
- First inclusion in the 2026 Fortune 1000 list based on revenue
Negative
- None.
News Market Reaction – RUN
In the Jun 3 session, RUN declined 2.62%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| May 19 | Customer awards | Positive | -3.2% | Multiple 2026 Buyer’s Choice Awards for service, installation, equipment, and value. |
| May 14 | Impact ranking | Positive | +1.4% | TIME ranks Sunrun No. 5 globally for impact and No. 1 in utilities. |
| May 06 | Q1 2026 earnings | Positive | +7.6% | Q1 2026 revenue growth, positive net income to common stockholders, and record storage metrics. |
| Apr 28 | Asset securitization | Negative | -8.0% | Pricing of a $584M securitization of residential solar and storage assets. |
| Apr 08 | Earnings date set | Neutral | +4.9% | Announcement of the reporting date and call details for Q1 2026 results. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent positive corporate and recognition news has often met mixed to negative price reactions, while earnings-related updates have generally aligned with positive moves.
Over the last few months, Sunrun has reported strong growth and recognition, including Q1 2026 revenue of $722.2M (+43% YoY) and multiple awards and rankings in April–May 2026. Financing activity included a $584M securitization of residential solar and storage assets. Some positive reputation news, such as Buyer’s Choice awards, saw negative reactions, while earnings and certain recognition events aligned with share gains. Today’s Fortune 1000 inclusion and 2025 revenue of $2.96B build on this narrative of rapid scale and growing industry profile.
Key Terms
fortune 1000 financial
energy-as-a-subscription model financial
distributed power plant technical
grid-supporting programs technical
gigawatt-hours technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Sunrun named to prestigious Fortune 1000® list based on top-line company performance
SAN FRANCISCO, June 03, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, has been named to the Fortune 1000® for 2026, marking its debut on the annual ranking of the largest U.S. companies by revenue. Sunrun is the only home battery storage and solar installer on the list.
The recognition reflects Sunrun's disciplined growth strategy and strong financial performance in 2025, when the company generated
“Being named to the Fortune 1000 shows the strength of our subscription model and the trust we've earned from the more than 1.1 million customers who have chosen Sunrun to power their homes,” said Sunrun CEO Mary Powell. "It's also a testament to the operational excellence and hard work of every team member who is helping deliver energy independence, cost savings, and peace of mind to American families."
Sunrun pioneered the energy-as-a-subscription model in 2007, making home solar accessible to Americans with no upfront costs. Since adding battery storage to its core offering, the company has grown into America's largest distributed power plant operator, enabling customers to store their own energy and earn compensation for participating in grid-supporting programs that send critical energy back to the grid when it’s most needed.
Sunrun currently operates 18 distributed power plant programs across Texas, California, New York, Massachusetts, Puerto Rico, and elsewhere. In 2025, at least one of Sunrun’s distributed power plants dispatched every day throughout the year, totaling more than 1,300 dispatches and 18 gigawatt-hours of energy delivered to the grid. Sunrun earns recurring revenue from utilities and grid operators for managing and deploying these programs.
Momentum has continued into 2026, with first quarter total revenue reaching
The Fortune 1000 is an annual list published by Fortune magazine ranking the 1,000 largest U.S. companies by revenue for their most recent fiscal year. The full list is available at fortune.com/ranking/fortune500/.
About Sunrun
Sunrun Inc. (Nasdaq: RUN) is America’s largest provider of home battery storage, solar, and home-to-grid power plants. Sunrun is ranked on the Fortune 1000 list. As the pioneer of home energy systems offered through a no-upfront-cost subscription model, Sunrun empowers customers nationwide with greater energy control, security, and independence. Sunrun supports the grid by providing on-demand dispatchable power that helps prevent blackouts and lowers energy costs. Learn more at www.sunrun.com.
Media Contact
Wyatt Semanek
Sr. Director, Corporate Communications
press@sunrun.com
Investor & Analyst Contact
Patrick Jobin
SVP, Deputy CFO & Investor Relations Officer
investors@sunrun.com
Footnotes
(1) Cash Generation is a non-GAAP financial measure. See “Non-GAAP Financial Measures” below for a discussion of these measures and reconciliations to the most directly comparable GAAP measures. For the full year 2025, Sunrun reported net change in cash and restricted cash of
Forward-Looking Statements
This communication contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding Sunrun's growth strategy and trajectory, its market leadership and competitive position, its expectations for its subscription model and distributed power plant programs, and its ability to deliver energy independence, cost savings, and grid-supporting services to customers. Words such as "believe," "expect," "anticipate," "estimate," "plan," "continue," "intend," "target," "project," "potential," and similar expressions identify forward-looking statements.These statements are not guarantees of future performance; they reflect the Company's current views with respect to future events and are based on assumptions and estimates and are subject to known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to be materially different from expectations or results projected or implied by forward-looking statements. These risks and uncertainties include, but are not limited to: changes in policies, regulations, and incentives, including net metering, interconnection limits, fixed fees, and the availability of tax credits and other financial incentives; the Company's continued ability to manage costs and compete effectively; the availability of additional financing and access to capital markets on acceptable terms; worldwide economic conditions, inflation, and volatile or rising interest rates; supply chain risks, including dependence on a limited number of suppliers of solar panels, batteries, and other components, and tariff and trade policy impacts; the Company's ability to enroll and retain customers in grid services programs; changes in the retail price of utility-generated electricity; the Company's ability to effectively manage its growth and labor constraints; the Company's ability to meet the covenants in its investment funds and debt facilities; factors impacting the home electrification and solar industry generally; and the factors described under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and subsequent Quarterly Reports on Form 10-Q, each as filed with the U.S. Securities and Exchange Commission. All forward-looking statements used herein are based on information available to us as of the date hereof, and we assume no obligation to update publicly these forward-looking statements for any reason, except as required by law.
Non-GAAP Financial Measure
This press release references Cash Generation, a non-GAAP financial measure previously reported by Sunrun in its fourth quarter and full year 2025 financial results. Cash Generation should not be considered in isolation or as a substitute for Sunrun’s financial results prepared in accordance with GAAP, and it may not be comparable to similarly titled measures used by other companies. Sunrun uses non-GAAP financial measures, such as Cash Generation, to analyze performance and for internal planning and forecasting purposes. A reconciliation of Cash Generation to net change in cash and restricted cash, along with additional discussion of this non-GAAP measure, is included in Sunrun’s fourth quarter and full year 2025 financial results press release furnished as Exhibit 99.1 to Sunrun’s Current Report on Form 8-K filed with the SEC on February 26, 2026, available on Sunrun’s Investor Relations website and at www.sec.gov.
