revenue $870.0M, net income $115.2M. Sunrun swings to operating profit as revenue jumps 52.8%, but net income falls 58.8% on non-operating items

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 52.8% to $870.0M, driven by a new third-party system sale transaction and a joint venture that began in Q3 2025.

  MD&A: Revenue verify on EDGAR →
• high

  Operating income swung from a $112.2M loss to a $34.8M profit, helped by cost ratios improving from 75% to 63% for customer agreements and 94% to 61% for energy systems.

  MD&A: Operating Income verify on EDGAR →
• high

  Net income fell 58.8% to $115.2M despite the operating swing, as below-the-line items swung -$311.7M YoY, driven by noncontrolling interest (-$235.4M) and income tax (-$91.0M).

  Key Signals view on EDGAR →