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Sunrun vs Argan: RUN and AGX compared
Sunrun is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $384M for Argan (Q2 FY27). Argan is growing faster (+62% against +52% a year earlier). Argan is more profitable, with an operating margin of 14.8% against 14.0%.
Where the money goes: RUN and AGX
Sunrun (RUN) · Q3 2026
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.
Argan (AGX) · Q2 FY27
Argan, Q2 FY27: revenue $384M (+62% year over year), operating margin 14.8%, net earnings $53.3M, operating cash flow $97.0M. The chart follows the revenue to costs, profit and cash.
| Sunrun (RUN) | Argan (AGX) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 FY27 |
| Revenue | $1.1B | $384M |
| Revenue growth, Y/Y | +52% | +62% |
| Gross margin | — | 19.3% |
| Operating margin | 14.0% | 14.8% |
| Net earnings | $153M | $53.3M |
| Net margin | 13.9% | 13.9% |
| Operating cash flow | $301M | $97.0M |
| Free cash flow | — | $91.7M |
| Market value | $2.7B | $3.9B |
| P/E | 5.0× | 21.9× |
| Analysts’ mean target | $13.82 | $570.50 |
Where the revenue comes from
Sunrun
- Customer agreements and incentives: $553M (50%)
- Energy systems and product sales: $546M (50%)
Questions
Which is bigger, Sunrun or Argan?
Sunrun is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $384M for Argan (Q2 FY27).
Is Sunrun or Argan growing faster?
Argan is growing faster (+62% against +52% a year earlier).
Which is more profitable, Sunrun or Argan?
Argan is more profitable, with an operating margin of 14.8% against 14.0%.
More: Sunrun earnings · how Sunrun makes money · Argan earnings · how Argan makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Sep 2, 2026). Fiscal quarters can end on different dates. Not investment advice.