Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. The company sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. It offers battery storage along with solar energy systems; and sells services to commercial developers through multi-family and new homes. Its primary customers are residential homeowners. The company markets and sells its products through direct-to-consumer approach across online, retail, mass media, digital media, canvassing, field marketing, and referral channels, as well as its partner…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $722.2M | +43.2% | $167.6M | $0.62 | +210.0% | 30.4% | -6.0% |
| Q4 2025 Dec 2025 | $1.16B | — | $103.6M | $0.38 | — | 37.6% | 8.4% |
| Q3 2025 Sep 2025 | $724.6M | — | $16.6M | $0.06 | — | 33.6% | 0.5% |
| Q2 2025 Jun 2025 | $569.3M | — | $279.8M | $1.07 | — | 21.0% | -19.7% |
| Q1 2025 Mar 2025 | $504.3M | — | $50.0M | $0.20 | — | 19.6% | -22.8% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can the Sunrun Tesla Deal turn home batteries into a serious AI power business before Wall Street’s excitement outruns the revenue? Maik Kemper Editor in Chief The grid…