Every 8-K that Sunrun Inc (RUN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow RUN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RUN filings page.
Sunrun Inc. reported second‑quarter 2026 total revenue of $870.0 million, up $300.7 million, or 53%, year over year, driven by a 193% increase in energy systems and product sales to $326.3 million. Customer agreements and incentives contributed $543.7 million. Consolidated operations showed a net loss, but net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share.
Subscriber metrics weakened: Subscriber Additions fell 31% to 19,793, Aggregate Subscriber Value declined 24% to $1.2 billion, and Net Subscriber Value dropped to $9,444 per addition. Total operating expenses rose 23% to $835.2 million. Net cash used in operating activities was $186 million, while non‑GAAP Cash Generation was $23 million, or $45 million excluding $22 million of equipment safe harbor investments.
The storage‑first strategy advanced, with a record 74% Storage Attachment Rate and networked storage capacity reaching 4.6 GWh as of June 30, 2026. For 2026, Sunrun revised guidance, now expecting Aggregate Subscriber Value of $4.6–$4.9 billion and Cash Generation of $200–$375 million, both below prior ranges of $4.8–$5.2 billion and $250–$450 million.
Sunrun Inc. held its Annual Meeting of Stockholders on May 28, 2026, where three key matters were put to a vote. Stockholders elected nine directors, each receiving between 161,130,466 and 167,380,650 votes for, with broker non-votes of 16,204,255 for every nominee.
Stockholders also approved, on an advisory basis, the compensation of Sunrun’s named executive officers, with 145,049,083 votes for, 17,391,682 against, and 5,438,860 abstentions. Finally, they ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 180,637,024 votes for, 3,273,733 against, and 173,123 abstentions.
Sunrun reported first quarter 2026 revenue of $722.2 million, up 43% from a year earlier. Customer agreements and incentives revenue rose to $467.8 million, while energy systems and product sales jumped to $254.4 million, aided by a structure where certain newly originated systems are sold to a third party.
The company reported net income attributable to common stockholders of $167.6 million, or $0.71 per basic share, despite a GAAP net loss of $297.3 million driven by allocations to noncontrolling interests. Cash Generation was negative $59 million and net change in cash and restricted cash was negative $148 million, reflecting project finance timing and safe harbor investments. Subscriber Additions fell 25% to 17,665, and Aggregate Subscriber Value was $1.1 billion, down 13%, with Contracted Net Value Creation of $108 million, down 34%. Sunrun reiterated full-year 2026 guidance for Aggregate Subscriber Value of $4.8–$5.2 billion, Contracted Net Value Creation of $650–$1,050 million, and Cash Generation of $250–$450 million.
Sunrun Inc. reported fourth-quarter and full-year 2025 results showing a sharp swing to profitability and strong cash generation. Full-year revenue reached $2.96 billion, up 45% from 2024, driven largely by a more than doubling of energy systems and product sales.
Net income attributable to common stockholders was $449.9 million for 2025, compared with a large loss in 2024, while fourth-quarter net income was $103.6 million. Total revenue in the fourth quarter rose 124% year-over-year to $1.16 billion.
Sunrun generated full-year Cash Generation of $377 million and a net change in cash and restricted cash of $290 million, and expects positive Cash Generation of $250–$450 million in 2026. The company paid down $148 million of recourse debt since December 31, 2024 and ended 2025 with Contracted Net Earning Assets of $3.6 billion, or $15.28 per share.
Sunrun Inc. (RUN) furnished a press release announcing financial results for the quarter ended September 30, 2025, and held a conference call on November 6, 2025. The release was provided as Exhibit 99.1 and is deemed furnished, not filed, under the Exchange Act.
Sunrun appointed Craig Cornelius to its Board of Directors as a Class III director, effective November 6, 2025, with reelection planned at the 2026 annual meeting. The Board size increased from eight to nine. Cornelius will serve on the Audit Committee and the Nominating, Governance, and Sustainability Committee. He will receive compensation under the Company’s Non-Employee Director Compensation Policy and entered into Sunrun’s standard indemnification agreement. The company reported no related-party arrangements or family relationships related to this appointment.