RUN · Sunrun Inc.
$10.19
+0.33 (+3.35%)
At close · Aug 14
Market Cap
$2.45B
Shares
240.85M
Sunrun Inc. Earnings Call Transcripts
Every quarterly earnings call for Sunrun Inc. (RUN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲44%
$631.91M
$210.56M
'22 Q3
22-11-02
▲40%
$609.15M
$63.02M
'22 Q4
23-02-22
▲19%
$589.85M
−$240.39M
'23 Q1
23-05-03
▲1%
$590.19M
$55.47M
'23 Q2
23-08-02
▼10.9%
$563.18M
−$1.07B
'23 Q3
23-11-01
▼15.2%
$516.59M
−$350.12M
'23 Q4
24-02-21
▼22.3%
$458.19M
−$87.82M
'24 Q1
24-05-08
▼11.2%
$523.87M
$139.07M
'24 Q2
24-08-06
▼4.6%
$537.17M
−$83.77M
'24 Q3
24-11-07
▲0.4%
$518.49M
−$2.81B
'24 Q4
25-02-27
▲10.1%
$504.27M
$50.01M
'25 Q1
25-05-07
▲8.7%
$569.34M
$279.77M
'25 Q2
25-08-06
▲34.9%
$724.56M
$16.59M
'25 Q3
25-11-06
▲123.5%
$1.16B
$103.57M
'25 Q4
26-02-26
▲43.2%
$722.23M
$167.64M
'26 Q1
26-05-06
LATEST
▲52.8%
$869.99M
$115.15M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
Q2 2026 Financial Results Conference Call
Positive tone
Cash generation and guidance revision
Direct business transition and growth
AI compute pilot and hyperscaler partnerships
Revenue
$869.99M
▲ 52.8% YoY Diluted EPS
$0.42
▼ 60.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Sunrun Inc. Q1 FY2026 Earnings Call
Confident tone
Direct sales growth and hiring
Safe harbor investments and ITC positioning
Capital-light recurring cash flows / grid services
Revenue
$722.23M
▲ 43.2% YoY Diluted EPS
$0.62
▲ 210% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Sunrun Inc. Q4 FY2025 Earnings Call
Confident tone
Cash Generation and Deleveraging
Distributed Power Plant / Grid Value
Storage Attachment and Product Mix
Revenue
$1.16B*
▲ 123.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Sunrun Inc. Q3 FY2025 Earnings Call
Revenue
$724.56M
▲ 34.9% YoY Diluted EPS
$0.06
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Sunrun Inc. Q2 FY2025 Earnings Call
Revenue
$569.34M
▲ 8.7% YoY Diluted EPS
$1.07
▲ 94.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Sunrun Inc. Q1 FY2025 Earnings Call
Revenue
$504.27M
▲ 10.1% YoY Diluted EPS
$0.20
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Sunrun Inc. Q4 FY2024 Earnings Call
Confident tone
Cash generation and safe harbor
Customer credit and defaults
Industry leadership and market share
Revenue
$518.49M*
▲ 0.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Sunrun Inc. Q3 FY2024 Earnings Call
Revenue
$537.17M
▼ 4.6% YoY Diluted EPS
$-0.37
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Sunrun Inc. Q2 FY2024 Earnings Call
Revenue
$523.87M
▼ 11.2% YoY Diluted EPS
$0.55
▲ 120% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Sunrun Inc. Q1 FY2024 Earnings Call
Revenue
$458.19M
▼ 22.3% YoY Diluted EPS
$-0.40
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Sunrun Inc. Q4 FY2023 Earnings Call
Revenue
$516.59M*
▼ 15.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Sunrun Inc. Q3 FY2023 Earnings Call
Revenue
$563.18M
▼ 10.9% YoY Diluted EPS
$-4.92
▼ 612.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Sunrun Inc. Q2 FY2023 Earnings Call
Revenue
$590.19M
▲ 1% YoY Diluted EPS
$0.25
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Sunrun Inc. Q1 FY2023 Earnings Call
Revenue
$589.85M
▲ 19% YoY Diluted EPS
$-1.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Sunrun Inc. Q4 FY2022 Earnings Call
Revenue
$609.15M*
▲ 40% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Sunrun Inc. Q3 FY2022 Earnings Call
Revenue
$631.91M
▲ 44% YoY Diluted EPS
$0.96
▲ 772.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Sunrun Inc. Q2 FY2022 Earnings Call
Revenue
$584.58M
▲ 45.7% YoY Diluted EPS
$-0.06
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Sunrun Inc. Q1 FY2022 Earnings Call
Revenue
$495.78M
▲ 48.1% YoY Diluted EPS
$-0.42
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Sunrun Inc. Q4 FY2021 Earnings Call
Revenue
$435.23M*
▲ 35.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Sunrun Inc. Q3 FY2021 Earnings Call
Revenue
$438.76M
▲ 109.2% YoY Diluted EPS
$0.11
▼ 60.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Sunrun Inc. Q2 FY2021 Earnings Call
Revenue
$401.17M
▲ 121.3% YoY Diluted EPS
$-0.20
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Sunrun Inc. Q1 FY2021 Earnings Call
Revenue
$334.79M
▲ 58.9% YoY Diluted EPS
$-0.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Sunrun Inc. Q4 FY2020 Earnings Call
Revenue
$320.41M*
▲ 31.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Sunrun Inc. Q3 FY2020 Earnings Call
Revenue
$209.76M
▼ 2.7% YoY Diluted EPS
$0.28
▲ 21.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
Sunrun Inc. Q2 FY2020 Earnings Call
Revenue
$181.29M
▼ 11.4% YoY Diluted EPS
$-0.11
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Sunrun Inc. Q1 FY2020 Earnings Call
Revenue
$210.73M
▲ 8.3% YoY Diluted EPS
$-0.23
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-27
Sunrun Inc. Q4 FY2019 Earnings Call
Revenue
$243.94M
▲ 1.6% YoY Diluted EPS
$0.10
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1469367
CUSIP
86771W105
13F (30d)
399 filings
374 filers
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