SunrunRUNRevenue: is the business selling more than it used to?
$3.0B+45% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $3.0B in 2025, compounding +8% a year since 2022 though the pace has cooled. The trailing twelve months are already running at $3.5B, ahead of the last full year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNNet income: how much of that revenue becomes profit?
$449,947FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Net income was $449,947 in 2025, compounding -86% a year over three years. Trailing twelve-month profit stands at $-47M.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNHow fast is it growing, year by year?
+45.1%revenue growth, FY 2025
Off the axis: 2020 earnings -758.4% · 2023 earnings -1025.4% - rebounds off a collapsed prior year.
→Revenue grew +45% in 2025 against a five-year average of +30%. 2020's swing into loss (-758%) and 2023's swing into loss (-1025%) sits off the axis.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNRevenue per share: is your slice growing as fast as the company?
$11.18revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Revenue per share reached $11.18 in 2025, compounding +2% a year against +8% for RUN as a whole. Dilution absorbed about 6.6 points of that growth. Free cash flow per share stands at $-1.59.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNFree cash flow: what is left in real cash after everything?
$-421MFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→The business consumed $421M of cash in 2025 after investment. Growth is being funded from the balance sheet, not from operations.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNHow much of every sales dollar ends up as free cash?
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Free cash flow is negative, so no share of revenue is currently converting to spare cash. Every sales dollar is being reinvested or consumed.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→The biggest claim on each sales dollar is stock compensation, at 4% of revenue (research and development 1%, capital spending 0%). That share has fallen since 2022, so the cost of competing is easing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNMargins: of every $1 of sales, how much survives each cost layer?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Operating margin widened 24 points to -4% since 2022. After everything, 0 cents of each sales dollar reaches net profit. RUN doesn't tag a gross-profit line in its filings, so the chart starts at operating margin.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→ROE of -1% and ROCE of -1% sit close together, so the returns come from the business itself rather than from borrowing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNWhat has the market paid for RUN over time?
0.6xP/S today
→At 0.6x sales, the market is paying 64% less than RUN's own 11-year median of 1.7x. Pessimism is priced in - the question is whether it is deserved. Today's multiple is the lowest in the charted history.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNWhat cash return does the business throw off per dollar of market value?
-9.4%FCF yield today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→Every dollar of market value currently buys -9.4% of annual free cash flow, less than its 11-year median of -14.4% - you are paying up for the same cash.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNCould it handle its debt if things went wrong?
→Debt of $15.2B sits against $1.1B of cash, or 4.3x shareholders' equity.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNIs the company's own capital growing?
→The company's own capital shrank from $5.2B in 2023 to $3.5B (-33%). Buybacks or losses are drawing the buffer down - the distinction matters.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNHow much goes back, and how much leaks out as stock comp?
→RUN returned no cash to shareholders in the latest filed year: everything is being retained or reinvested.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNHow fast is your ownership being diluted - or concentrated?
→The share count grew 19.0% in 2025, averaging 6.8% a year over three years. Your slice of the company shrinks by that much each year unless earnings grow faster.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNDoes RUN earn more on its capital than that capital costs?
→RUN's return on capital is negative at -0.6% in 2025. The capital in the business is not yet earning anything back.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNRUN has issued or retired shares - did shareholders end up better off?
→RUN's share count rose +1060% from 2014 to 2025 while revenue per share grew +28%. Holders are further ahead than before, though the gain per share is smaller than the growth in the business.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
SunrunRUNAre the people running it buying or selling?
→Insiders bought $149,029 and sold $12M on the open market, a net sale of $12M. A further 30 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30