Filing Flows › Sunrun (RUN) › Q3 2026
Sunrun (RUN) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 4, 2026
Sunrun (RUN) reported revenue of $1.1B for the third quarter 2026 (Q3 2026), +52% from a year earlier and +26% from the quarter before. Operating margin was 14.0%, net earnings $153M (13.9% of revenue).
Sunrun, Q3 2026: revenue $1.1B (+52% year over year), operating margin 14.0%, net earnings $153M, operating cash flow $301M. The chart follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.1B | +26% | +52% |
| Operating profit | $153M | +341% | 42× |
| Net earnings | $153M | +33% | +824% |
| Operating cash flow | $301M | — | — |
What changed
Revenue was $1.1B in Q3 2026, up 52% year over year and up 26% from the previous quarter. Customer agreements was the largest line at 47% of revenue. Energy systems added $0.35B year over year (up 212%), 93% of the total change. Products declined 52%.
Operating profit was $0.15B, a 14.0% margin (up 13.5 points year over year). Of the extra revenue versus Q3 2025, 40% reached operating profit, above the 1% margin then. Total costs grew 31% against revenue growth of 52%. The fastest-growing cost line was Sales & marketing (+46%). Net earnings were $0.15B, up 824% year over year ($0.09B including minority interests, which bore $0.07B of losses). The tax line was a benefit of $0.05B on pre-tax earnings of $0.04B.
Operating cash flow was $0.30B, 347% of net income including minority interests. Non-cash charges added back $0.20B of depreciation and amortization and $0.02B of share-based compensation.
Questions
What was Sunrun's revenue in the third quarter 2026?
Sunrun (RUN) reported revenue of $1.1B for the third quarter 2026 (Q3 2026), +52% from a year earlier and +26% from the quarter before.
Was Sunrun profitable in the third quarter 2026?
Operating profit was $153M (14.0% of revenue) and net earnings $153M.
Source: Sunrun 10-Q on SEC EDGAR.