Sunrun Inc.

Sunrun Inc. has been named to the Fortune 1000 for 2026, marking its first appearance on the annual ranking of largest U.S. companies by revenue. This recognition follows a strong 2025 performance, where the company generated $2.96 billion in total revenue, a 45% increase year-over-year, alongside record cash generation of $377 million. Sunrun, America's largest provider of home battery storage and solar, also highlighted its subscription model serving over 1.1 million customers and its role as a distributed power plant operator. Momentum continued into Q1 2026 with total revenue of $722 million, up 43%, and a record 73% storage attachment rate.

Sunrun Inc. held its Annual Meeting of Stockholders on May 28, 2026, where all three proposals presented were approved. Stockholders elected nine director nominees, including Lynn Jurich and Craig Cornelius, to serve until the 2027 annual meeting. Additionally, the advisory vote on the compensation of the company's named executive officers was approved, and the appointment of Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026 was ratified.

Sunrun Inc. was named No. 5 on TIME’s inaugural list of The World’s Most Impactful Companies and ranked first in the utilities category. This recognition, based on an evaluation by TIME and Statista, highlights Sunrun's positive impact across society, the environment, and the economy. The company's subscription model and its large residential battery fleet, which powers 18 distributed power plant programs, were key factors in its high ranking. Since 2007, Sunrun has delivered significant energy savings and carbon emission reductions.

Sunrun Inc. reported a strong first quarter for 2026, with total revenue increasing by 43% to $722.2 million and net income attributable to common stockholders surging by 235% to $167.6 million. Basic earnings per share rose significantly to $0.71 from $0.22 in the prior year. The company also saw a substantial improvement in cash flow from operating activities, moving from a net cash used position to a net cash provided position.

Sunrun Inc. announced its first quarter 2026 financial results, reporting a significant increase in net income attributable to common stockholders to $167.6 million, or $0.71 per basic share. Total revenue grew 43% year-over-year to $722.2 million. Despite these gains, Aggregate Subscriber Value decreased to $1.1 billion and Contracted Net Value Creation fell to $108 million, with Cash Generation being negative $59 million due to a shift in project finance timing. The company highlighted a record 73% storage attachment rate and reiterated its full-year 2026 Cash Generation guidance of $250 million to $450 million.

Sunrun reported strong first-quarter 2026 financial results with net income attributable to common stockholders surging 235% to $167.6 million, or $0.71 per basic share, on a 43% increase in total revenue to $722.2 million. The company achieved a record 73% storage attachment rate and paid down $92 million of recourse debt. Despite a decrease in subscriber additions and installed capacity, and negative Q1 cash generation due to project finance timing, Sunrun reiterated its full-year 2026 Cash Generation guidance of $250 million to $450 million.

Sunrun Inc. announced the pricing of its sixteenth securitization since 2015, and first in 2026, totaling $584 million. The transaction saw A-1 notes priced at a 220 basis point credit spread, a 20 basis point improvement from previous transactions. This securitization, backed by a diversified portfolio of 38,706 solar and storage systems, reflects strong demand for Sunrun's assets and its ability to access capital at improving terms.