RUN Q4 2025 Earnings — Sunrun Inc. Revenue & Financial Results | Market Cap Arena

RUNSunrun Inc.

$3B

Q4 2025 Earnings

Income Statement

Revenue

$1.2B+123.5% YoY

Gross Profit

$409M35.3% margin

Operating Income

$97M8.4% margin

Net Income

$104M8.9% margin

EPS (Diluted)

$0.38

QoQ Revenue Growth

+59.9%

Cash Flow

Operating Cash Flow

$97M

Free Cash Flow

$98M

Stock-Based Comp.

$28M

Balance Sheet

Total Assets

$24.2B

Total Liabilities

$19.2B

Stockholders' Equity

$3.1B

Cash & Equivalents

$1.2B

Year-over-Year Comparison

Metric	Current	Year Ago	Change
Revenue	$1.2B	$518M	+123.5%
Gross Profit	$409M	$97M	+319.6%
Operating Income	$97M	-$3.3B	+103.0%
Net Income	$104M	-$2.8B	+103.7%

Revenue Segments

Product

$692M41%

Service

$466M28%

Customer Agreements

$435M26%

Manufactured Product, Other

$57M3%

Incentives

$31M2%