Every material Form 8-K Sunrun has filed with the SEC since May 08, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Sunrun reported third-quarter 2026 revenue of $1.1 billion, up 52% from a year earlier, and net income attributable to common stockholders of $153.2 million, or $0.56 per diluted share, versus $0.06 a year earlier. The company now expects full-year 2026 Cash Generation of about $200 million, the top of its prior $200 million to $375 million range was lowered, and Aggregate Subscriber Value of about $4.6 billion, the low end of its prior $4.6 billion to $4.9 billion range.
Total revenue was $1,099.5 million in Q3 2026, up $374.9 million, or 52%, with energy systems and product sales up 134% partly due to a third-quarter 2025 transaction selling certain storage and energy systems to a third party.
Net income attributable to common stockholders was $153.2 million, or $0.56 per diluted share, compared with $16.6 million, or $0.06 per diluted share, in Q3 2025.
Subscriber Additions fell 24% year over year to 22,957, and Net Subscriber Value fell 28% to $9,462.
Full-year 2026 Cash Generation guidance is now about $200 million, excluding equipment safe harbor investments, compared with the prior range of $200 million to $375 million.
Sunrun reported second-quarter 2026 total revenue of $870 million, up 53% from a year earlier, but net income attributable to common stockholders fell to $115.2 million from $279.8 million, and diluted EPS was $0.42 versus $1.07. The company lowered its full-year 2026 Cash Generation and Aggregate Subscriber Value guidance, which may matter to shareholders because both measures are now expected to be lower than previously stated.
Q2 2026 total revenue was $870 million, up $300.7 million, or 53%, year over year, with energy systems and product sales up 193%.
Net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share, compared with $279.8 million, or $1.07 per diluted share, in Q2 2025.
Full-year 2026 Cash Generation guidance was revised to $200 million to $375 million from $250 million to $450 million; Aggregate Subscriber Value guidance was revised to $4.6 billion to $4.9 billion from $4.8 billion to $5.2 billion.
Net cash used in operating activities was $186 million in Q2 2026, and Subscriber Additions fell 31% year over year to 19,793.
Sunrun reported first quarter 2026 revenue of $722.2 million, up 43% from a year earlier, and net income attributable to common stockholders of $167.6 million, or $0.62 per diluted share, compared with $50.0 million in the prior-year quarter. Contracted Net Value Creation fell 34% to $108 million and Cash Generation was negative $59 million, and the company reiterated its full-year 2026 guidance, which was unchanged.
Total revenue was $722.2 million, up $218.0 million, or 43%, with energy systems and product sales up 151% to $254.4 million.
Net income attributable to common stockholders was $167.6 million, or $0.71 basic and $0.62 diluted per share, versus $0.22 and $0.20 a year earlier.
Contracted Net Value Creation was $108 million, down 34%; Cash Generation was negative $59 million in the quarter.
Full-year 2026 guidance was unchanged, including Cash Generation of $250 million to $450 million excluding equipment safe harbor investments.
Sunrun reported fourth-quarter 2025 revenue of $1,158.8 million, up 124% from a year earlier, and net income attributable to common stockholders of $103.6 million, compared with a loss of $2.81 billion a year earlier that included a $3.1 billion goodwill impairment. However, the company's Contracted Net Value Creation fell 44% to $176 million, and it gave full-year 2026 guidance for Contracted Net Value Creation of $650 million to $1.05 billion and Cash Generation of $250 million to $450 million.
Q4 2025 total revenue was $1,158.8 million, up $640.3 million, or 124%, driven partly by a third-quarter 2025 transaction in which certain systems were sold to a third party.
Q4 2025 net income attributable to common stockholders was $103.6 million ($0.38 per diluted share), versus a loss of $2,813.7 million in Q4 2024.
Contracted Net Value Creation was $176 million in Q4 2025, down 44%, and Subscriber Additions were 25,475, down 17%.
For full-year 2026, Sunrun expects Aggregate Subscriber Value of $4.8 billion to $5.2 billion and Contracted Net Value Creation of $650 million to $1.05 billion.
Sunrun entered into Amendment No. 4 to its credit agreement with KeyBank National Association on December 31, 2025, extending the stated maturity from March 1, 2027 to March 1, 2028 and reducing commitments to approximately $321,394,000. The amendment also raises the letter of credit sublimit to $150,000,000 and tightens the quarter-end liquidity requirement, which rises by 1% each quarter to a maximum of 20% of amounts utilized.
Maturity extended from March 1, 2027 to March 1, 2028
Commitments reduced to approximately $321,394,000, equal to the amount utilized immediately before the amendment
Letter of credit sublimit increased from $100,000,000 to $150,000,000
Quarter-end liquidity requirement rises from 15% toward a 20% maximum, with increases ending with the quarter ending December 31, 2026
Sunrun reported third-quarter 2025 results with total revenue of $724.6 million, up 35% from a year earlier, and net income attributable to common stockholders of $16.6 million, compared with a loss of $83.8 million in the same quarter of 2024. The company reiterated the midpoint of its full-year 2025 Cash Generation outlook at $350 million and unchanged full-year guidance for Aggregate Subscriber Value and Contracted Net Value Creation. The filing also discloses the appointment of Craig Cornelius to the board, which expands it from eight to nine directors.
Total revenue was $724.6 million in Q3 2025, up $187.4 million, or 35%, year over year; solar energy systems and product sales rose 77%, partly due to a third-party sale of certain systems.
Net income attributable to common stockholders was $16.6 million, or $0.07 per basic share and $0.06 per diluted share, versus a loss of $83.8 million in Q3 2024.
Full-year 2025 Cash Generation guidance was narrowed to $250 million to $450 million, within the prior range of $200 million to $500 million, with the $350 million midpoint unchanged.
Craig Cornelius, CEO of Clearway Energy Group, was appointed to the board effective November 6, 2025, and to its Audit and Nominating, Governance, and Sustainability committees.
Sunrun reported second-quarter 2025 results on August 6, 2025, with total revenue of $569.3 million, up 9% from a year earlier, and net income attributable to common stockholders of $279.8 million, or $1.07 per diluted share. The company raised its full-year 2025 Contracted Net Value Creation outlook to $1.0 billion to $1.3 billion from $650 million to $850 million, while reiterating its Cash Generation guidance of $200 million to $500 million.
Total revenue was $569.3 million, up $45.5 million, or 9%, from the second quarter of 2024; net loss widened to $279.0 million from $259.9 million.
Contracted Net Value Creation was $376 million, up 316% year over year, or $1.64 per weighted average basic share.
Full-year 2025 Contracted Net Value Creation guidance was raised to $1.0 billion to $1.3 billion from $650 million to $850 million.
Cash Generation was $27 million in the quarter, the fifth consecutive quarter of positive Cash Generation; full-year guidance of $200 million to $500 million was unchanged.
Sunrun reported first-quarter 2025 results on May 7, 2025, with total revenue of $504.3 million, up 10% from a year earlier, and net income attributable to common stockholders of $50.0 million, compared with a loss of $87.8 million in the first quarter of 2024. The company reiterated its 2025 Cash Generation guidance of $200 million to $500 million and said it paid down $27 million of recourse debt in the quarter. Total net loss before noncontrolling interests was $277.2 million, and the company still reported a loss from operations of $114.9 million.
Total revenue was $504.3 million, up $46.1 million, or 10%, from the first quarter of 2024.
Net income attributable to common stockholders was $50.0 million, or $0.20 per diluted share, versus a $0.40 per share loss a year earlier.
Cash Generation was $56 million, the fourth consecutive quarter of positive Cash Generation; full-year 2025 guidance of $200 million to $500 million was unchanged.
Second-quarter 2025 Cash Generation is expected to be $50 million to $60 million.
Sunrun director Manjula Talreja resigned from the board and from its Audit and Nominating, Governance, and Sustainability committees, effective April 4, 2025. The filing says the resignation was not due to any disagreement with the company, and the board cut its size from nine to eight directors. The change is administrative and does not involve financial results or guidance.
Talreja notified her resignation on April 1, 2025; it takes effect April 4, 2025.
She had served on the board since January 2022, the Audit Committee since April 2022, and the NGS Committee since February 2024.
The filing states the resignation was not due to any disagreement with the company, the board or management.
Board size was reduced from nine to eight directors, effective April 4, 2025.
Sunrun reported fourth-quarter and full-year 2024 results. Revenue was flat in Q4 and down 10% for the year, and a $3.1 billion non-cash goodwill impairment drove a large GAAP net loss. The company reported Cash Generation of $34.2 million in Q4 and gave 2025 Cash Generation guidance of $200 million to $500 million.
Q4 2024 total revenue was $518.5 million, up $1.9 million, or 0%, from Q4 2023; full-year 2024 revenue was $2.0 billion, down 10%.
Q4 2024 net loss attributable to common stockholders was $2.8 billion, or $12.51 per share, including the $3.1 billion goodwill impairment; non-GAAP net income was $360.9 million, or $1.41 per diluted share.
2025 Cash Generation guidance is $200 million to $500 million for the full year and $40 million to $50 million for Q1 2025.
Sunrun Inc. appointed Maria Barak as its Chief Accounting Officer, effective immediately, and she will serve as Principal Accounting Officer. Danny Abajian, who previously held that role, will remain Principal Financial Officer. The change is an internal promotion of a long-serving accounting leader and does not alter the company's reported financial measures.
Board approved Maria Barak's appointment on February 6, 2025, effective immediately
Barak previously served as VP, Corporate Controller from March 2023 to February 2025 and joined Sunrun in August 2017
Danny Abajian remains Principal Financial Officer
Barak will enter the standard indemnification agreement and the Key Employee Change in Control and Severance Plan
Sunrun said director Gerald Risk resigned from its board and as Audit Committee Chairperson, effective January 1, 2025, with no disagreement with the company cited. John Trinta, who joined the board and audit committee in October 2024, was named Audit Committee Chair and determined to be an audit committee financial expert. The board is also shrinking from ten to nine directors.
Gerald Risk resigned from the board and as Audit Committee Chairperson on December 17, 2024, effective January 1, 2025
John Trinta appointed Audit Committee Chair effective January 1, 2025
Board size reduced from ten to nine directors, effective January 1, 2025
Company states the resignation is not due to any disagreement with the company, board or management
Sunrun reported third-quarter 2024 results on November 7, 2024. Total revenue fell $26.0 million, or 5%, from a year earlier, while the net loss attributable to common stockholders shrank to $83.8 million, or $0.37 per share, from $1,069.5 million a year earlier, a period that included a $1,158 million goodwill impairment. The company reiterated its Cash Generation guidance of $350 million to $600 million for 2025 and $50 million to $125 million for Q4 2024.
Total revenue was $537.2 million, down 5% from the third quarter of 2023, as solar energy systems and product sales fell 47%.
Net loss attributable to common stockholders was $83.8 million, or $0.37 per share, versus $1,069.5 million in Q3 2023.
Cash Generation was $2.5 million in Q3 2024, the second consecutive quarter of positive Cash Generation.
Full-year 2025 Cash Generation guidance of $350 million to $600 million was reiterated, not changed.
Sunrun expanded its board from nine to ten directors and appointed John Trinta, effective October 28, 2024, as a Class I director who also joins the Audit Committee. Trinta previously held executive posts at Deloitte from June 1998 to May 2020, and the filing reports no financial results or guidance changes.
John Trinta appointed as Class I director effective October 28, 2024; board increased from nine to ten directors
Trinta also appointed to the Audit Committee of the Board
Trinta held several executive positions at Deloitte from June 1998 to May 2020, including CEO of Deloitte Financial Advisory Services
Term runs until the 2025 annual meeting of stockholders
Sunrun reported second-quarter 2024 results on August 6, 2024. Total revenue fell 11% year over year to $523.9 million, while net income attributable to common stockholders rose to $139.1 million, or $0.55 per diluted share, and the company raised its full-year 2024 storage installation guidance and introduced 2025 cash generation guidance of $350 million to $600 million. A separate filing disclosed that a July 31, 2024 accordion exercise raised commitments under its senior secured credit facility to $2.63 billion.
Total revenue was $523.9 million in Q2 2024, down $66.3 million, or 11%, from Q2 2023.
Net income attributable to common stockholders was $139.1 million, or $0.55 per diluted share, versus $55.5 million, or $0.25 per diluted share, in Q2 2023.
Full-year 2024 storage capacity installed guidance was raised to 1,030 to 1,100 megawatt hours from 800 to 1,000; 2025 cash generation guidance of $350 million to $600 million was introduced.
On July 31, 2024, a subsidiary exercised an accordion under the credit facility, bringing commitments to $2.63 billion.
Sunrun reported first-quarter 2024 revenue of $458.2 million, down 22% from a year earlier, as more customers chose subscription agreements that recognize revenue over time. Net loss attributable to common stockholders narrowed to $87.8 million, or $0.40 per share, from $240.4 million, or $1.12 per share, a year earlier. The company cut its full-year 2024 solar installation and value-generated guidance while reiterating its cash generation target, which matters to shareholders because the revenue decline and lower guidance weigh against the narrower loss.
Total revenue was $458.2 million, down $131.6 million or 22% from Q1 2023; customer agreements and incentives revenue rose 31% to $323.0 million.
Net loss attributable to common stockholders was $87.8 million, or $0.40 per share, versus $240.4 million, or $1.12 per share, in Q1 2023.
Full-year 2024 Solar Energy Capacity Installed guidance was cut to a 15% decline to flat growth, from -5% to +5%.
Cash Generation was negative $311 million in Q1; management reiterated a $200 million to $500 million annualized run-rate target for Q4 2024.
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