Sunrun Inc. revenue by segment RUN

Annual Quarterly

Sunrun Inc. splits its revenue into 4 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Customer Agreements at $518.0 million, 47% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Sep 30, 2026	Q3 FY2026 Sep 30, 2026	Q2 FY2026 Jun 30, 2026	Q1 FY2026 Mar 31, 2026	Q4 FY2025 Dec 31, 2025	Q3 FY2025 Sep 30, 2025	Q2 FY2025 Jun 30, 2025	Q1 FY2025 Mar 31, 2025	Q4 FY2024 Dec 31, 2024
Revenue	3,851	1,099	870	722	1,159	725	569	504	518
Customer Agreements	1,907 +17.0% share 49.5%	518 +13.0% share 47.1%	507 +17.0% share 58.3%	447 +17.2% share 61.9%	435 +21.7% share 37.6%	458 share 63.3%	433 share 76.1%	381 share 75.6%	358 share 69.0%
Energy Systems	1,652 +490.2% share 42.9%	514 +211.7% share 46.7%	291 +668.3% share 33.4%	212 +429.6% share 29.4%	636 +1606.7% share 54.8%	165 share 22.7%	38 share 6.7%	40 share 7.9%	37 share 7.2%
Incentives	124 +12.6% share 3.2%	35 +6.9% share 3.2%	37 +49.7% share 4.2%	21 -3.9% share 2.9%	31 +0.8% share 2.7%	33 share 4.6%	25 share 4.3%	22 share 4.3%	31 share 6.0%
Manufactured Product Other	167 -43.6% share 4.3%	32 -52.5% share 2.9%	35 -52.0% share 4.1%	42 share 5.8%	57 -38.8% share 4.9%	68 share 9.4%	73 share 12.9%	—	93 share 17.9%

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. 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.