Sunrun Q1 2026 revenue rises 43% to $722.2 million; net income up to $167.6 million
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.
Key points
- 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.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.