Short answer
Sunrun Inc. (RUN) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $870M (up 52.8% year over year) with net income of $115M.
Q2 2026 key financials · XBRL
- Revenue
- $870M
- +52.8% YoY · +20.5% QoQ
- Net income
- $115M
- −58.8% YoY · −31.3% QoQ
- Operating margin
- 4.0%
- EPS (diluted)
- $0.42
- −61.1% YoY · −32.3% QoQ
Source: XBRL data from the Sunrun Inc. (RUN) Q2 2026 10-Q on SEC EDGAR. USD.
Sunrun Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Networked Solar Energy Capacity 8,732 MW and Gross Earning Assets approximately $22.2B as of June 30, 2026
- 60 active Funds and $1.7B noncontrolling interest balance as of June 30, 2026
- Headwinds from elevated interest rates, tariffs, regulatory uncertainty, and shortened solar tax-credit availability through 2027
Risk Factors
- OBBB-triggered policy risk: Residential Clean Energy Credit ended January 1, 2026, while solar 48E eligibility changes after 2027
- California regulatory exposure: NBT transition reduced financial credits, with California exceeding 45% of customers as of June 30, 2026
- Tariff and supply-chain risk: AD/CVD duties on Southeast Asian solar modules reached rates exceeding 3,400%
- Competitive risk: New third-party ownership entrants may offer higher turnkey prices and sales commissions after OBBB tax-credit changes
- Financing liquidity risk: Transferability funding can arrive up to a year or more after systems enter service, increasing cash-flow volatility
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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