Jun 2026 (Q2 FY26) — Aug 5, 2026
Sunrun Q2 FY26 — Direct Business Growth and Storage Expansion
Read the full callSunrun earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 870 | +52.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.0 | +23.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 115 | −58.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $19.51 on 17 Oct 2025 → $6.89. High $21.41 (28 Jan 2026), low $6.89 (19 Oct 2026).
Overview
Call summaries
Sunrun Q2 FY26 — Direct Business Growth and Storage Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: −59% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 537 | 518 | 504 | 569 | 725 | 1,159 | 722 | 870 |
| Expenses | 665 | 3,775 | 619 | 682 | 721 | 1,061 | 766 | 835 |
| Operating profit | -128 | -3,256 | -115 | -112 | 4 | 97 | -44 | 35 |
| Operating margin | −23.8% | −628.0% | −22.8% | −19.7% | 0.5% | 8.4% | −6.0% | 4.0% |
| Interest | 216 | — | — | — | — | — | — | — |
| Profit before tax | -426 | -3,400 | -388 | -374 | -280 | -135 | -290 | -212 |
| Tax rate | 3.2% | 0.0% | 28.5% | 25.4% | 0.8% | −30.0% | −2.4% | 1.9% |
| Net profit | -84 | -2,814 | 50 | 280 | 17 | 104 | 168 | 115 |
| EPS ($ per share) | -0.37 | — | 0.22 | 1.22 | 0.07 | — | 0.71 | 0.48 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 229 | 251 | 77 | -3 | 171 | -1,434 | -4,280 | -3,830 |
| Total liabilities | 3,341 | 4,168 | 7,094 | 8,911 | 11,090 | 13,536 | 15,734 | 17,627 |
| Fixed assets | 35 | 57 | 62 | 57 | 67 | 149 | 121 | 76 |
| Total assets | 4,750 | 5,806 | 14,383 | 16,483 | 19,269 | 20,450 | 19,898 | 22,611 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -62 | -204 | -318 | -817 | -849 | -821 | -766 | -421 |
| Cash from investing | -811 | -843 | -498 | -1,686 | -2,086 | -2,613 | -2,701 | -2,500 |
| Cash from financing | 936 | 1,107 | 1,161 | 2,646 | 3,037 | 3,469 | 3,427 | 3,211 |
| Net cash flow | 63 | 59 | 345 | 142 | 103 | 35 | -40 | 290 |
| Capital expenditure | -5 | -25 | -3 | -9 | -18 | -21 | -2 | — |
| Free cash flow | -67 | -230 | -321 | -826 | -867 | -842 | -768 | — |
97 filings between Nov 3, 2025 and Oct 6, 2026.
Purchases
$149.0K
1 purchase by 1 insider
Sales
$24.07M
56 sales by 8 insiders
36% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 17 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Jurich Lynn Michelle | — | $7.93M | Aug 3, 2026 |
| Fenster Edward Harris | — | $6.34M | Feb 11, 2026 |
| Powell Mary | — | $3.36M | Oct 6, 2026 |
| Abajian Danny | — | $2.37M | Oct 6, 2026 |
| Dickson Paul S. | — | $2.20M | Oct 6, 2026 |
| STEELE JEANNA | — | $1.36M | Oct 6, 2026 |
| Barak Maria | — | $421.3K | Oct 6, 2026 |
| FERBER ALAN | $149.0K | — | Mar 3, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | STEELE JEANNA Chief Legal & People Officer | Sale | 10,042 | $78.0K |
| Oct 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 16,813 | $0 |
| Oct 6, 2026 | Abajian Danny Chief Financial Officer | Sale | 16,734 | $129.9K |
| Oct 6, 2026 | Powell Mary Chief Executive Officer | Sale | 24,335 | $188.9K |
| Oct 6, 2026 | Barak Maria Chief Accounting Officer | Sale | 1,771 | $13.8K |
| Oct 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 16,813 | $0 |
| Oct 6, 2026 | Dickson Paul S. Pres. & Chief Revenue Officer | Sale | 15,837 | $123.0K |
| Aug 3, 2026 | Jurich Lynn Michelle Director | Sale 10b5-1 plan | 50,000 | $498.1K |
| Jul 9, 2026 | Barak Maria Chief Accounting Officer | Sale 10b5-1 plan | 3,278 | $39.9K |
| Jul 6, 2026 | Dickson Paul S. Pres. & Chief Revenue Officer | Sale | 15,613 | $205.9K |
| Jul 6, 2026 | Abajian Danny Chief Financial Officer | Sale | 16,495 | $217.5K |
| Jul 6, 2026 | STEELE JEANNA Chief Legal & People Officer | Sale | 9,897 | $130.5K |
| Jul 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 17,052 | $0 |
| Jul 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 17,052 | $0 |
| Jul 6, 2026 | Barak Maria Chief Accounting Officer | Sale | 1,747 | $23.0K |
| Jul 6, 2026 | Powell Mary Chief Executive Officer | Sale | 23,985 | $316.3K |
| Jul 1, 2026 | Fenster Edward Harris Director | Award | 8,314 | $0 |
| Jul 1, 2026 | Jurich Lynn Michelle Director | Award | 8,314 | $0 |
| Jul 1, 2026 | Jurich Lynn Michelle Director | Sale 10b5-1 plan | 50,000 | $680.3K |
| Jun 11, 2026 | Lontoh Sonita Director | Sale | 7,500 | $90.0K |
| Jun 8, 2026 | Abajian Danny Chief Financial Officer | Gift | 1,968 | $0 |
| Jun 8, 2026 | Abajian Danny Chief Financial Officer | Gift | 1,968 | $0 |
| Jun 8, 2026 | Abajian Danny Chief Financial Officer | Sale | 2,030 | $27.2K |
| Jun 1, 2026 | Jurich Lynn Michelle Director | Sale 10b5-1 plan | 50,000 | $796.2K |
| May 1, 2026 | Jurich Lynn Michelle Director | Sale 10b5-1 plan | 50,000 | $644.5K |
| Apr 10, 2026 | Abajian Danny Chief Financial Officer | Award | 130,611 | $0 |
| Apr 10, 2026 | STEELE JEANNA Chief Legal & People Officer | Award | 87,074 | $0 |
| Apr 10, 2026 | Powell Mary Chief Executive Officer | Award | 201,238 | $0 |
| Apr 10, 2026 | Dickson Paul S. Pres. & Chief Revenue Officer | Award | 148,026 | $0 |
| Apr 10, 2026 | Barak Maria Chief Accounting Officer | Award | 20,123 | $0 |
| Apr 9, 2026 | Barak Maria Chief Accounting Officer | Sale 10b5-1 plan | 8,039 | $109.9K |
| Apr 6, 2026 | Barak Maria Chief Accounting Officer | Sale | 4,641 | $61.5K |
| Apr 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 123,463 | $0 |
| Apr 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 123,463 | $0 |
| Apr 6, 2026 | Abajian Danny Chief Financial Officer | Sale | 132,953 | $1.76M |
| Apr 6, 2026 | Powell Mary Chief Executive Officer | Sale | 193,002 | $2.56M |
| Apr 6, 2026 | Dickson Paul S. Pres. & Chief Revenue Officer | Sale | 127,673 | $1.69M |
| Apr 6, 2026 | STEELE JEANNA Chief Legal & People Officer | Sale | 76,478 | $1.01M |
| Apr 1, 2026 | Jurich Lynn Michelle Director | Sale 10b5-1 plan | 50,000 | $703.6K |
| Mar 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 2,586 | $0 |
| Mar 6, 2026 | STEELE JEANNA Chief Legal & People Officer | Sale | 901 | $10.8K |
| Mar 6, 2026 | Dickson Paul S. Pres. & Chief Revenue Officer | Sale | 1,090 | $13.0K |
| Mar 6, 2026 | Abajian Danny Chief Financial Officer | Gift | 2,586 | $0 |
| Mar 6, 2026 | Abajian Danny Chief Financial Officer | Sale | 1,412 | $16.9K |
| Mar 6, 2026 | Powell Mary Chief Executive Officer | Sale | 2,229 | $26.6K |
| Mar 6, 2026 | Jurich Lynn Michelle Director | Sale | 450 | $5.4K |
| Mar 3, 2026 | FERBER ALAN Director | Purchase | 12,500 | $149.0K |
| Mar 2, 2026 | Abajian Danny Chief Financial Officer | Gift | 6,681 | $0 |
| Mar 2, 2026 | Abajian Danny Chief Financial Officer | Gift | 6,681 | $0 |
| Mar 2, 2026 | Abajian Danny Chief Financial Officer | Sale | 4,193 | $51.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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