Sunrun Inc. splits its revenue into 4 lines in its filings. The largest line in fiscal 2025, which ended Dec 31, 2025 was Customer Agreements at $1.7 billion, 58% of the total.
USD in millions. The percent under a figure is the change from the year before.
| Line |
FY 2026
Sep 30, 2026
|
FY 2025
Dec 31, 2025
|
FY 2024
Dec 31, 2024
|
FY 2023
Dec 31, 2023
|
FY 2022
Dec 31, 2022
|
FY 2021
Dec 31, 2021
|
FY 2020
Dec 31, 2020
|
FY 2019
Dec 31, 2019
|
FY 2018
Dec 31, 2018
|
FY 2017
Dec 31, 2017
|
FY 2016
Dec 31, 2016
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3,851
|
2,957
|
2,038
|
2,260
|
2,321
|
1,610
|
922
|
859
|
760
|
533
|
477
|
| Customer Agreements |
1,907
+17.0%
share 49.5%
|
1,708
+23.1%
share 57.8%
|
1,388
+28.9%
share 68.1%
|
1,077
+23.5%
share 47.7%
|
872
+20.3%
share 37.6%
|
725
+67.7%
share 45.0%
|
433
+25.2%
share 46.9%
|
345
+26.7%
share 40.2%
|
273
+29.4%
share 35.9%
|
211
share 39.6%
|
—
|
| Energy Systems |
1,652
+490.2%
share 42.9%
|
878
+328.9%
share 29.7%
|
205
-68.8%
share 10.0%
|
656
-28.2%
share 29.0%
|
914
+93.9%
share 39.4%
|
471
+74.6%
share 29.3%
|
270
-4.8%
share 29.3%
|
283
+52.0%
share 33.0%
|
187
+63.7%
share 24.5%
|
114
share 21.4%
|
—
|
| Manufactured Product Other |
167
-43.6%
share 4.3%
|
260
-20.8%
share 8.8%
|
328
-21.4%
share 16.1%
|
417
-1.8%
share 18.4%
|
424
+36.0%
share 18.3%
|
312
+85.6%
share 19.4%
|
168
-10.2%
share 18.2%
|
187
+10.8%
share 21.8%
|
169
-8.3%
share 22.2%
|
184
share 34.6%
|
—
|
| Incentives |
124
+12.6%
share 3.2%
|
111
-5.4%
share 3.7%
|
117
+6.6%
share 5.7%
|
110
-1.0%
share 4.9%
|
111
+9.3%
share 4.8%
|
101
+96.3%
share 6.3%
|
52
+21.9%
share 5.6%
|
42
-67.9%
share 4.9%
|
132
+460.3%
share 17.3%
|
24
share 4.4%
|
—
|
How these figures are calculated
Annual columns are full-year amounts from the annual report (Form 10-K, 20-F, or 40-F). If a company restates a year, the latest filed number is shown. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.
Company profile
- Industry
- Construction - Special Trade Contractors (SIC 1700)
- Listed as
- RUN (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- San Francisco, CA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1469367
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Source: SEC EDGAR filings. This is company-reported data, not investment advice.