Short answer
Sunrun Inc. (RUN) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $722M (up 43.2% year over year) with net income of $168M.
Q1 2026 key financials · XBRL
- Revenue
- $722M
- +43.2% YoY
- Net income
- $168M
- +235.2% YoY
- Operating margin
- -6.0%
- EPS (diluted)
- $0.62
- +210.0% YoY
Source: XBRL data from the Sunrun Inc. (RUN) Q1 2026 10-Q on SEC EDGAR. USD.
Sunrun Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Networked Solar Capacity 8,558 MW; Gross Earning Assets approximately $21.7B as of March 31, 2026
- 60 active Funds; redeemable and nonredeemable noncontrolling interests $1.6B
- Elevated interest rates reducing Fund advance rates and increasing cost of capital
- OBBB shortened solar 48E credit availability through 2027 and ended Section 25D credit January 1, 2026
Risk Factors
- OBBB signed July 4, 2025, ended Residential Clean Energy Credit January 1, 2026
- OBBB restricted Section 48E credits through PFE rules and eliminated solar eligibility after 2027
- California NBT transition reduced customer bill credits, with California exceeding 45% of customers
- AD/CVD duties on Southeast Asian solar imports reached rates exceeding 3,400%
- Tax-credit transferability delays funding from monthly to up to a year or more after system placement
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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