Sunrun Inc.

For the period ended Mar 31, 2026. Filed May 6, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2026 · Filed May 6, 2026

RUN$9.98+1.1%Stored close · as of Nov 6, 2026

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Contents

Consolidated Statements of Operations

(In Thousands, Except Per Share Amounts)

	Three Months Ended March 31,
	2026	2025
Revenue:
Customer agreements and incentives	$467,822	$402,920
Energy systems and product sales	254,409	101,351
Total revenue	722,231	504,271
Operating expenses:
Cost of customer agreements and incentives	314,742	308,629
Cost of energy systems and product sales	187,688	96,798
Sales and marketing	178,533	145,990
Research and development	10,143	9,979
General and administrative	74,635	57,763
Total operating expenses	765,741	619,159
Loss from operations	(43,510)	(114,888)
Interest expense, net	(263,943)	(227,434)
Other income (expense), net	17,186	(45,399)
Loss before income taxes	(290,267)	(387,721)
Income tax expense (benefit)	7,066	(110,550)
Net loss	(297,333)	(277,171)
Net loss attributable to noncontrolling interests and redeemable noncontrolling interests	(464,977)	(327,182)
Net income attributable to common stockholders	$167,644	$50,011
Net income per share attributable to common stockholders
Basic	$0.71	$0.22
Diluted	$0.62	$0.20
Weighted average shares used to compute net income per share attributable to common stockholders
Basic	234,576	226,406
Diluted	272,345	257,911

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.