Every material Form 8-K Sunrun filed with the SEC in 2026, 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Sunrun filing is on SEC EDGAR ↗. 8-K briefs of other companies →