Sunrun Inc. (RUN)

From the record

Sunrun Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Sunrun Inc.'s 8 filed years say what it did: revenue went from $760 million in fiscal 2018 to $3.0 billion in fiscal 2025, up 21.4% a year; it rose in 5 of 7 years; the deepest fall was 12% from fiscal 2022 to fiscal 2024; net income was positive in 4 of 8 of those years (its annual reports).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Sunrun Inc. earned about 11 cents of profit for every dollar of shareholders' money. Leverage: it owed about 81 cents per dollar of assets, and net share issuance: its share count grew 19.0% over the year (the filed statements).

From the record

Sunrun Inc.'s standing among 39 graded names in its industry family: revenue of $3.0 billion in fiscal 2025 ranks in the top 4% by size; a net margin of 15.2% ranks in the top 1%; revenue growth of 8.4% a year over the last 3 filed years ranks in the bottom 40% (its annual reports).

From the record

Sunrun Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Powell, Mary (Chief Executive Officer, as filed), filing under that title since 2021-09-02, 5.2 years (top 37% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 8.5 years (top 7%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (top 33%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Sunrun Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.2 billion against debt of $15 billion leaves -59.5% of its assets as net cash, bottom 4% of its family; cash from operations less capital spending is -14.3% of revenue (top 32%); research spending of 1.2% of revenue (bottom 11%) (its annual report).

From the record

Sunrun Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 8.4% a year over the last three filed years against 21.4% over all 8, slowing (bottom 36% of its family); the newest year grew 45.2% (top 21%); research spending grew 20% a year (top 32%); capital spending grew -43.2% a year (bottom 20%) (its annual reports). Sunrun Inc. reported 4 product lines in fiscal 2025: Customer Agreements at $1.7 billion (58%), Energy Systems at $878 million (30%), Manufactured Product Other at $260 million (9%), and 1 more; 2 of 4 grew against the year before (its annual report).

From the record

Sunrun Inc.'s newest year against its own record: revenue of $3.0 billion in fiscal 2025 came in 54.9% above the $1.9 billion its prior three years' pace pointed to (top 16% of its family); net income of $450 million against a prior three-year average of $1.4 billion (top 10%); a net margin of 15.2% against -67.7% before (top 16%) (its annual reports).