Filing Flows › Sunrun (RUN) › Q2 2026 › vs Q1 2026
Sunrun (RUN) Q2 2026 vs Q1 2026 (quarter over quarter)
Sunrun's revenue rose $148M (+20%) from $722M in Q1 2026 to $870M in Q2 2026. The biggest changes: Customer agreements and incentives +$75.9M (+16%); Energy systems and product sales +$71.8M (+28%).
Sunrun, Q2 2026: revenue $870M (+53% year over year), operating margin 4.0%, net loss $208M, operating cash flow −$186M. The chart draws each line against Q1 2026, the increases inside each band.
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Customer agreements | $507M | $447M | $59.9M | +13% |
| Energy systems | $291M | $212M | $78.8M | +37% |
| Incentives | $36.8M | $20.7M | $16.1M | +77% |
| Products | $35.3M | $42.2M | −$6.9M | -16% |
| Customer agreements and incentives | $544M | $468M | $75.9M | +16% |
| Energy systems and product sales | $326M | $254M | $71.8M | +28% |
| Revenue | $870M | $722M | $148M | +20% |
| Income tax benefit | $4.0M | −$7.1M | $11.0M | — |
| Net loss | $208M | $297M | −$89.2M | -30% |
| Costs & expenses | $1.1B | $1.0B | $62.6M | +6% |
| Operating costs | $835M | $766M | $69.5M | +9% |
| Interest & other, net | $247M | $247M | $176K | +0.1% |
| Research & development | $10.2M | $10.1M | $91K | +0.9% |
| Sales & marketing | $191M | $179M | $12.1M | +7% |
| General & admin | $92.5M | $74.6M | $17.9M | +24% |
| Other operating costs | $542M | $502M | $39.3M | +8% |
| Operating cash sources | $400M | $205M | $195M | +95% |
| Depreciation & amortization | $193M | $190M | $3.2M | +2% |
| Share-based compensation | $21.1M | $26.3M | −$5.2M | -20% |
| Cash used in operations | $186M | −$10.6M | $197M | — |
| Net loss absorbed | $208M | $297M | −$89.2M | -30% |
| Working capital & other | $192M | −$92.1M | $284M | — |
Questions
How much did Sunrun's revenue grow quarter over quarter in Q2 2026?
Sunrun's revenue rose $148M (+20%) from $722M in Q1 2026 to $870M in Q2 2026.
What drove Sunrun's revenue change in Q2 2026?
Customer agreements and incentives +$75.9M (+16%); Energy systems and product sales +$71.8M (+28%).