Revenue segments as reported by the company.

Customer Agreements & Incentives

Solar Energy Systems & Product Sales

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangible assets

Goodwill impairment

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Sunrun

Sunrun, Inc. engages in the design, development, installation, sale, ownership and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward H. Fenster, Robert N. Kreamer and Lynn M. Jurich in January 2007 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

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Earnings data Q1 2024

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Sunrun reports record Q4 results, eyes growth through storage innovations

Sunrun's strong performance in Q4 and full-year 2022, with a focus on storage deployments and subscription model for growth, positions the company well for 2023. Despite challenges like interest rate pressures, Sunrun's operational improvements and strategic collaborations drive value. The company's disciplined approach to growth and focus on market share gains present significant opportunities for expansion.

Sunrun exceeds Q1 guidance, focuses on battery growth opportunities

Sunrun's Q1 performance showcased strong installation numbers, subscription growth, and high battery attach rates, positioning the company for continued success.
Despite challenges in G&A costs and cash decline, Sunrun's financial stability, strategic funding, and focus on profitability offer resilience and growth potential.
Opportunities lie in expanding solar energy capacity, exploring new market segments, and meeting strong battery demand to drive revenue and market reach.

Sunrun reports robust Q2 performance, eyes grid services expansion

Sunrun delivered a strong Q2 performance with notable growth in storage capacity and attachment rates. The company's focus on expanding grid services and generating recurring cash flow presents opportunities for future growth. Despite challenges such as equipment price decreases, Sunrun remains committed to capital efficiency and enhancing customer value.

Sunrun reports robust Q3 performance, focuses on storage expansion

Sunrun's Q3 performance showcased growth in storage capacity installations, improved customer relationships, and a strong cash position with no equity needs.
The company's strengths lie in its strategic shift towards storage offerings, margin-focused growth strategy, and proactive inventory management.
Challenges include adjusting to market conditions, transitioning to a storage-first approach, and addressing operational and reporting complexities.
Opportunities for Sunrun include further growth in storage installations, recurring cash flow generation, and market leadership in clean energy generation.

Sunrun surpasses Q4 guidance, eyes growth in storage installations

Sunrun's Q4 performance exceeded expectations, driving subscriber value.
Strengths include high storage attachment rate and successful customer renewals.
Challenges lie in cost reductions and balancing increased install activity.
Opportunities exist in strong growth expectations and customer engagement strategies.

Sunrun beats Q1 guidance, focuses on margins over volumes

Sunrun delivered strong Q1 results, focusing on profitable growth, efficiency gains, and increasing customer value. The company faces challenges in sales growth and potential market headwinds but sees opportunities in battery retrofit programs, state-specific growth, and managing competition effectively.

Sunrun excels in Q2 with strong storage growth and strategic focus

Sunrun's Q2 performance reflects strong growth in storage installations and cash generation, positioning the company well for the future.
The company's strategic focus on differentiation, new products, and margin leadership underscores its commitment to sustainable growth.
While facing challenges in a competitive market, Sunrun's opportunities lie in expanding partnerships, driving innovation, and capturing market demand.
Overall, Sunrun's confidence in its market position and cash generation outlook signals a positive trajectory for the company.

Revenue

Cost of revenue

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Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

While the top- and bottom-line numbers for Sunrun (RUN) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Sunrun (RUN) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Sunrun (RUN) came out with a quarterly loss of $1.33 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to earnings of $0.29 per share a year ago.

Sunrun (RUN) Reports Q4 Loss, Tops Revenue Estimates

Shares of SunRun Inc. fell in extended trading Wednesday after the residential solar-power installer and energy-storage provider reported fourth-quarter results that missed Wall Street's expectations, making it the latest solar-industry player to take a hit from concerns about weaker demand.

SunRun is the latest solar stock to take a dive, amid concerns over weaker demand

SAN FRANCISCO, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Sunrun Inc. (Nasdaq: RUN) (“Sunrun”) today announced that it intends to offer, subject to market conditions and other factors, $475 million aggregate principal amount of convertible senior notes due 2030 (the “notes”) in a private placement to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). Sunrun also intends to grant the initial purchasers of the notes the option to purchase up to an additional $75 million aggregate principal amount of the notes within a 13-day period beginning on, and including, the date on which the notes are first issued.

Sunrun Inc. Announces Proposed Private Offering of $475 Million of Convertible Senior Notes

Storage Capacity Installed of 219.7 Megawatt hours in Q4, exceeding guidance range and representing 154% year-over-year growth

Sunrun Reports Fourth Quarter and Full Year 2023 Financial Results

Sunrun will be Lowe's largest national home solar and storage partner Sunrun will be Lowe's largest national home solar and storage partner

Sunrun and Lowe's Partner to Bring Solar and Storage to Millions of Homeowners

SunPower

Invesco Solar ETF

While the oils/energy sector had modest gains in 2023, solar energy stocks took a beating. The Invesco Solar ETF NYSEARCA: TAN is down 38.53% on a trailing 12-month basis and down 12% year-to-date (YTD).

2 solar stocks ready to shine bright in 2024

Altus Power

Atlantica Sustainable Infrastructure

Canadian Solar

NEXTracker Inc

Shoals Technologies Group

There are some great solar stocks to buy for February. These companies trade at attractive valuations and have great growth prospects.

7 Solar Stocks That Could Make Your February Unforgettable

The latest trading day saw Sunrun (RUN) settling at $17, representing a +1.01% change from its previous close.

Sunrun (RUN) Exceeds Market Returns: Some Facts to Consider

ChargePoint Holdings

Lemonade

Nano Dimension

Palantir Technologies

Tecnoglass

Twist Bioscience Corp

While 2023 was the year of the Magnificent Seven, the seven outperforming stocks in this article are likely to be winners that will surge past the broader indices, such as the S&P 500 and the Nasdaq. The reason is that these companies trade at low valuations and have robust outlooks for this year and beyond.

7 Sexy Stocks That Will Continue to Outperform in 2024

SolarEdge Technologies

Plug Power

The global shift towards sustainability and the burgeoning green energy revolution is undeniably reshaping the world's energy landscape. With governments worldwide rallying to slash global greenhouse gas emissions and pivot towards renewable energy sources, the future seems bright for green energy investments.

3 Sorry Green Energy Stocks to Sell in February While You Still Can

Enphase Energy

Stem, Inc

Though solar energy stocks are lagging in 2024, the sector has bright days ahead. Analysts project that one in seven homeowners will have solar installed by 2030, especially if presidential administrations keep tax credit opportunities on the table moving forward.

Solar Surge: 3 Stocks to Light Up Your Portfolio in 2024

PG&E

First-of-its-kind partnership between California's largest utility and nation's leading provider of clean energy as a subscription service helped strengthen the state's energy grid with home solar-plus-storage systems  OAKLAND, Calif. , Jan. 29, 2024 /PRNewswire/ -- Peaking at nearly 32 megawatts from 8,500 solar-plus-storage residential systems, Sunrun and Pacific Gas and Electric Company (PG&E) customers provided consistent, reliable clean energy to California's power grid through the summer and fall of 2023 through an exclusive partnership between PG&E and Sunrun (Nasdaq: RUN), the nation's leading provider of clean energy as a subscription service.

Sunrun and PG&E Complete First Season of Innovative Residential Distributed Power Plant

Sunrun (NASDAQ: RUN) and SunPower (SPWR) stock prices have been in a strong downtrend as concerns about the solar industry continues. The two have crashed by over 40% in the past 12 months and there are concerns that the situation will get worse as interest rates remain higher for longer.

Sunrun and SunPower stocks at risk as ESG outflows jump

New solar project at St. Mary's Gardens will offset two-thirds of affordable housing community's energy usage, providing residents with clean energy and immediate monthly savings New solar project at St. Mary's Gardens will offset two-thirds of affordable housing community's energy usage, providing residents with clean energy and immediate monthly savings

Sunrun Multifamily Rooftop Solar Installation Cuts Energy Bills for 100 Low-Income Homes

Sunnova Energy International Inc

Canadian Solar Inc.'s stock led gains among four solar power companies in the spotlight on Tuesday as it disclosed a $500 million investment from BlackRock Inc. into its Recurrent Energy unit.

Canadian Solar and SunRun gain on BlackRock investments, while Enphase and Sunnova move up on analyst upgrade

SolarEdge is laying off 16% of the workforce, and over half of them are in manufacturing. It appears the reduction in demand that started in mid-2023 is going to last a while.

Why Solar Energy Stocks Jumped Double Digits Today

Earnings Release and Conference Call Scheduled for February 21, 2024 Company Also Issues Statement Regarding Customer Communication Celebrating 2023 Achievements and Environmental Impact SAN FRANCISCO, Jan. 12, 2024 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its fourth quarter and full-year 2023 earnings report after the market closes on Wednesday, February 21, 2024. A conference call has been scheduled to discuss these earnings results at 1:30 p.m.

Sunrun Announces Conference Call Details to Discuss the Fourth Quarter and Full-year 2023 Results

KeyBanc Capital Markets analysts downgraded Enphase Energy and Sunrun to Sector Weight.

Solar Stocks Enphase and Sunrun May Be in the Political Hot Seat, Says Analyst

Sunrun Inc. is the largest provider of residential photovoltaic services in the United States.

Sunrun Is Shifting Toward A Storage Model

First Solar

Over the last several months, solar stocks lost their shine. In fact, many lost more than 50% of their value.

3 Solar Stocks You'll Regret Not Buying Soon: December Edition

One of the biggest energy news this week was a going concern warning by SunPower, a leading player in the solar industry. As a result, the SPWR stock price tumbled by more than 32% on Monday, making it one of the worst performers on Wall Street.

As SunPower stock price collapses, focus turns to SunRun (RUN)

Moderna

Occidental Petroleum

The bulls look to be firmly in control of the stock market now. The U.S. Federal Reserve has pivoted away from its monetary tightening regime and signaled three interest rate cuts in 2024.

3 S&P 500 Stocks That Are About to Get Absolutely Crushed

Canoo

Xerox

The Federal Reserve appears set to pivot toward lower interest rates in 2024. With inflation coming down and financial conditions looking more measured, it could be time for easier monetary policy.

3 Tech Stocks I Wouldn't Touch With a 10-Foot Pole

Enphase Energy Inc (NASDAQ:ENPH), First Solar Inc   (NASDAQ:FSLR), and Sunrun Inc (NASDAQ:RUN) are surging today, after the Federal Reserve signaled interest rate cuts could be coming next year.

News for Sunrun Stock (RUN)