RUN Sunrun

XNGS Down Alert

Industrials

· How we analyze

About the company

Sunrun, based in San Francisco, installs solar systems and battery storage on homes in the US. The systems usually remain owned by Sunrun, and customers pay through long-term lease or power purchase agreements. As of Oct 16, 2026

Fact sheet (from the annual report) San Francisco, USA

Sunrun designs, installs, owns and maintains residential solar systems in the United States and also offers battery storage in selected markets. Its main customers are private homeowners; the company also supplies developers of multifamily and new homes. The majority of customers use lease or power purchase agreements without a large upfront payment instead of purchasing the system themselves. The contracts typically run for a long time, during which Sunrun monitors, maintains and insures the system. The company finances parts of the tax benefits and cash flows through investments by tax equity investors, project equity and non-recourse loans. Sales run through phone, internet, home visits and retail partners as well as through a network of partner companies.

Automatically summarized from SEC annual report (10-K, filed Feb 26, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 17, 2026

What the methods say about Sunrun

Calculated automatically by fixed rules – not investment advice, check for yourself. How we analyze

Price performance at a glance

Last 30 trading days
  • Today +3.6%
  • 7 days −0.5%
  • 30 days −7.2%
  • 1 year −63.3%
Day range (last trading day)
−2.1%Price at 38% of the range+3.5%
52-week range
−10.0%Price at 5% of the range+191.5%
Distance from the all-time high
−92.5%

Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Fundamental analysis

Sunrun · Sector Industrials · amounts in USD

Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Feb 26, 2026.

In short

  • Light green: Revenue grew over 5 years (+26.2% per year), at least as fast as the sector median.
  • Light green: Net margin 15.2%, above the sector median (11.1%).
  • Light red: Debt much higher than usual in the sector.
  • Light red: Profit in 6 of 10 fiscal years.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 453.9M USD · Net income 91.7M USD · Net margin 20.2%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 529.7M USD · Net income 124.5M USD · Net margin 23.5%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 760.0M USD · Net income 26.7M USD · Net margin 3.5%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 858.6M USD · Net income 26.3M USD · Net margin 3.1%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 922.2M USD · Net income −173.4M USD · Net margin −18.8%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 1.6B USD · Net income −79.4M USD · Net margin −4.9%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 2.3B USD · Net income 173.4M USD · Net margin 7.5%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 2.3B USD · Net income −1.6B USD · Net margin −71.0%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 2.0B USD · Net income −2.8B USD · Net margin −139.7%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 3.0B USD · Net income 449.9M USD · Net margin 15.2%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 3.0B USD · Net income 449.9M USD · Net margin 15.2%

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 90 symbols in the Industrials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+26.2% per year, last 5 years

Sector Industrials: median +8.0% (81 symbols)

What does this mean? Revenue: over 5 years it grew by 26.2% per year on average – at least as fast as the median company in the sector (+8.0%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light gray: not computable

– per year, last 5 years

Sector Industrials: median +10.0% (66 symbols)

per share: not computable (loss in the first or last year)

What does this mean? There was a loss in the first or last year. An annual growth rate cannot be calculated meaningfully then.

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

15.2% last fiscal year

Sector Industrials: median 11.1% (88 symbols)

What does this mean? Of every 100 USD in revenue, 15.22 USD remained as profit – at least as much as the median company in the sector (11.1%). Five years ago the margin was −18.8%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light red: much higher

4.34 latest balance sheet

Sector Industrials: median 0.59 (67 symbols)

What does this mean? For every 1 USD of equity there is 4.34 USD of financial debt – more than twice as much as the median company in the sector (0.59). More debt amplifies good and bad years alike.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light gray: none found

– Dividend / earnings per share

Sector Industrials: median 35% (65 symbols)

What does this mean? The loaded SEC filings of the last two fiscal years contain no dividend per share. Either the company pays none, or it reports it under a different tag.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light red: 4 loss years

6 of 10 fiscal years with a profit

What does this mean? In 6 of the last 10 fiscal years the bottom line showed a profit. 4 years ended with a loss.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
3.0B USD
Revenue vs. prior year
+45.1%
Net income (FY)
449.9M USD
Net income vs. prior year
–
EPS (FY)
1.71 USD
13F funds with a position
–
Funds vs. prior quarter
–
Shares held vs. prior quarter
–
Fiscal year to Dec 31, 2025 · 10-K filed Feb 26, 2026 · Balance sheet Jun 30, 2026 (filed Aug 5, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 3.0B449.9M 15.2% 1.71 – –
2024Dec 31, 2024 2.0B−2.8B −139.7% −12.81 – –
2023Dec 31, 2023 2.3B−1.6B −71.0% −7.41 – –
2022Dec 31, 2022 2.3B173.4M 7.5% 0.80 – –
2021Dec 31, 2021 1.6B−79.4M −4.9% −0.39 – –
2020Dec 31, 2020 922.2M−173.4M −18.8% −1.24 – –
2019Dec 31, 2019 858.6M26.3M 3.1% 0.21 – –
2018Dec 31, 2018 760.0M26.7M 3.5% 0.23 – –
2017Dec 31, 2017 529.7M124.5M 23.5% 1.15 – –
2016Dec 31, 2016 453.9M91.7M 20.2% 0.87 – –
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q2/26Jun 30, 2026 870.0M115.2M 13.2% 0.42 – –
Q1/26Mar 31, 2026 722.2M167.6M 23.2% 0.62 – –
Q4/25*Dec 31, 2025 1.2B103.6M 8.9% – – –
Q3/25Sep 30, 2025 724.6M16.6M 2.3% 0.06 – –
Q2/25Jun 30, 2025 569.3M279.8M 49.1% 1.07 – –
Q1/25Mar 31, 2025 504.3M50.0M 9.9% 0.20 – –
Q4/24*Dec 31, 2024 518.5M−2.8B −542.7% – – –
Q3/24Sep 30, 2024 537.2M−83.8M −15.6% −0.37 – –
Q2/24Jun 30, 2024 523.9M139.1M 26.5% 0.55 – –
Q1/24Mar 31, 2024 458.2M−87.8M −19.2% −0.40 – –
Q4/23*Dec 31, 2023 516.6M−350.1M −67.8% – – –
Q3/23Sep 30, 2023 563.2M−1.1B −189.9% −4.92 – –

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $00 people $1.0M6 people −$1.0M
6 months $00 people $4.2M7 people −$4.2M
12 months $149.0K1 person $24.1M8 people −$23.9M

Latest transactions

  • Oct 6, 2026 Dickson Paul S. Officer Open-market sale 15,837 shares · $123.0K · SEC
  • Oct 6, 2026 Powell Mary Chief executive (CEO), Director Open-market sale 24,335 shares · $188.9K · SEC
  • Oct 6, 2026 Steele Jeanna Officer Open-market sale 10,042 shares · $78.0K · SEC
  • Oct 6, 2026 Barak Maria Officer Open-market sale 1,771 shares · $13.8K · SEC
  • Oct 6, 2026 Abajian Danny Chief financial officer (CFO) Open-market sale 16,734 shares · $129.9K · SEC
  • Aug 3, 2026 Jurich Lynn Michelle Director Open-market sale · 10b5-1 plan 50,000 shares · $498.1K · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -85

Price vs. EMA 50-15
Price vs. EMA 200-15
EMA 50 vs. EMA 200-20
ADX (trend strength)+0
Highs and lows-20
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)22.7
Rel. strength 60 d−28.5%

ATR and moving averages as price values only when logged in.

More stocks from Industrials

All symbols in this sector

News

Latest news

Posts

No posts on RUN yet – log in to join the discussion.

Posts are opinions of users and only visible after logging in. Community rules

Set alert: RUN

Alerts with a free account: we send you an email as soon as the price moves above or below your level, reaches the buy zone or the buy zone becomes invalid.

Checked after every data update: crypto hourly (buy zones every 4 hours), stocks twice a day, precious metals every 4 hours on trading days, extended universe weekly – not in real time.

↑ ↓ select · Enter open · Esc close