SUNRUN INC. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR
Next earnings (estimated): Wed, April 1, 2026 — 30 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-31 | $1.16B | ↑+123.5% | $104M | — | — |
| 2025-09-30 | $725M | ↑+34.9% | $17M | ↑+119.8% | 0.5% |
| 2025-06-30 | $569M | ↑+8.7% | $280M | ↑+101.2% | -19.7% |
| 2025-03-31 | $504M | ↑+10.1% | $50M | ↑+156.9% | -22.8% |
| 2024-12-31 | $518M | ↑+0.4% | — | — | — |
| 2024-09-30 | $537M | ↓-4.6% | $-84M | ↑+92.2% | -23.8% |
| 2024-06-30 | $524M | ↓-11.2% | $139M | ↑+150.7% | -24.4% |
| 2024-03-31 | $458M | ↓-22.3% | $-88M | ↑+63.5% | -40.0% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$1.16B
↑+123.5% +$640M YoY
Net Income
$104M
↓-59.8% -$154M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Go deeper
RUN Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyRUN Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics