Sunrun Inc. (RUN) Latest Filing Signal

Based on earningsVibe SuperAnalyst™ synthesis of the latest 10-K, Sunrun Inc.'s filing signal turned positive.

Sunrun is the nation's leading provider of residential solar and storage services, offering clean energy as a subscription service with no upfront costs. Founded in 2007, the company designs, installs, owns, and maintains residential energy systems across the United States, typically providing solar energy at a savings compared to traditional utility rates. Sunrun's core offerings are delivered through lease and power purchase agreements, known as Customer Agreements, which provide customers with predictable pricing and, for storage options, enhanced energy security. The company leverages a scalable, multi-channel platform that includes direct-to-consumer sales, energy system partnerships, and strategic partnerships to drive capital-efficient growth and deliver a differentiated customer experience. As of December 31, 2025, Sunrun operated the largest fleet of residential energy systems in the United States, with a Networked Solar Energy Capacity of 8,404 megawatts.

Revenue is primarily driven by monthly payments from customers under lease and power purchase agreements for solar and storage services, as well as revenue from the sale of solar renewable energy credits (SRECs) and direct sales of energy systems and products.