RUN 10-Q report for 2026-03-31

Sunrun Inc. (RUN) — Form 10‑Q cover/header and table of contents for the quarter ended March 31, 2026. Confirms filing status, Nasdaq listing, registrant address, filer classification (large accelerated filer), and shares outstanding as of May 1, 2026 (238,549,287). The provided excerpt does not include full financial statements, MD&A, or material disclosures.

RUN 10-Q report for 2026-03-31 run-20260331 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number:  001-37511 Sunrun Inc. (Exact name of registrant as specified in its charter) Delaware 26-2841711 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 600 California Street , Suite 1800 San Francisco , California 94108 (Address of principal executive offices and Zip Code) ( 415 ) 580-6900 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.0001 par value per share RUN Nasdaq Global Select Market Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.     Yes ☒     No   ☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).     Yes ☒     No   ☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “non-accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.   ☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).    Yes   ☐     No   ☒ As of May 1, 2026, the number of shares of the registrant’s common stock outstanding was 238,549,287 . Table of Contents Page Special Note Regarding Forward - Looking Statements 2 Selected Risks Affecting our Business 4 Item 1. Financial Statements (Unaudited) 6 Consolidated Balance Sheets 6 Consolidated Statements of Operations 8 Consolidated Statements of Comprehensive Income 9 Consolidated Statements of Redeemable Noncontrolling Interests and Equity 10 Consolidated Statements of Cash Flows 11 Notes to Consolidated Financial Statements 12 Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations 32 Item 3. Quantitative and Qualitative Disclosures About Market Risk 48 Item 4. Controls and Procedures 48 PART II – OTHER INFORMATION Item 1. Legal Proceedings 49 Item 1A. Risk Factors 49 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 85 Item 4. Mine Safety Disclosures 86 Item 5. Other Information 86 Item 6. Exhibits 86 Signatures 88 1 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS The discussion in this Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and the Private Securities Litigation Reform Act of 1995, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “should,” “expects,” “plans,” “goals,” “anticipates,” “could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “potential,” “continue,” “likely,” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to, statements about: • the potential impact of regulatory and policy development and changes; • the availability of rebates, tax credits and other financial incentives, and decreases to federal battery and solar tax credits; • the potential impact of volatile or rising interest rates on our interest expense; • our industry’s, and specifically our, continued ability to manage costs (including, but not limited to, equipment costs) associated with battery and solar service offerings; • potential changes in the retail price of utility-generated electricity or electricity from other energy sources; • the sufficiency of our cash, investment fund commitments and available borrowings to meet our anticipated cash needs; • our need and ability to raise capital, refinance existing debt, and finance our operations from new and existing investors; • our investment in research and development and new product offerings; • determinations by the Internal Revenue Service (“IRS”) of the creditable basis of our energy systems; • our ability to manage our supply chains and distribution channels and the impact of natural disasters, supply chain disruptions, inflation, tariffs and trade barriers, export regulations, bank failures, geopolitical conflicts, macroeconomic conditions, and other events beyond our control on our business and operations, results of operations, and financial position; • our business plan and our ability to effectively and efficiently manage our growth, including our rate of revenue and margin growth; • our ability to drive distribution, further penetrate existing markets and expand into new markets; • our expectations regarding market growth (including, but not limited to, expected cancellation rates) and our brand expansion; • our expectations concerning relationships with third parties, including the attraction, retention and continued existence of qualified battery and energy system partners; • the impact of seasonality on our business; • our strategic partnerships and investments and the expected benefits of such partnerships and investments, including empowering new market entrants; • our ability to realize the anticipated benefits of past or future investments, strategic transactions, or acquisitions, and risk that the integration of these acquisitions may disrupt our business and management; 2 • our intention to file additional patent applications; • our ability to protect our intellectual property and customer data, as well as to maintain our brand; • the willingness and ability of our battery and energy system partners to fulfill their respective warranty and other contractual obligations; • our ability to develop customer relationships and to deliver a differentiated customer experience; • our ability to renew or replace expiring, canceled, or terminated Customer Agreements at favorable rates or on a long-term basis; • our ability to deliver industry leading performance guarantees; • the ability of our energy systems to operate or deliver energy for any reason, including if interconnection or transmission facilities on which we rely become unavailable; • our expectations regarding certain performance objectives and the renewal rates and purchase value of our energy systems after expiration of our Customer Agreements; • the calculation of certain of our key financial and operating metrics and accounting policies; and • our ability to capitalize on the market opportunities created by the electrification of the U.S. economy with renewable energy. These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including those described in the section titled “Risk Factors” and elsewhere in this Quarterly Report on Form 10-Q. Moreover, we operate in a very competitive and rapidly changing environment, and new risks emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. These risks and uncertainties may be amplified by evolving economic, geopolitical and regulatory conditions, including increasing or volatile interest rates, trade regulations and tariffs, or changes in tax credits. The extent to which these risks and uncertainties impact our business, operations, and financial results, including the duration and magnitude of such effects, will depend on numerous factors, including, but not limited to, the duration, rapidity, and intensity of these conditions, how widespread their impact is and will continue to be on our industry or those of our suppliers, and how quickly and to what extent more predictable and stable economic conditions resume. In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in this Quarterly Report on Form 10-Q may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. The information provided in this Quarterly Report on Form 10-Q is based on the facts and circumstances known as of the date of this Quarterly Report on Form 10-Q, and any forward looking statements made by us in this Quarterly Report on Form 10-Q speak only as of the date of this Quarterly Report on Form 10-Q. Although we believe that the expectations reflected in these forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in these forward-looking statements will be achieved or occur. Moreover, neither we nor any other person assumes responsibility for the accuracy and completeness of these forward-looking statements. We undertake no obligation to update publicly any forward-looking statements for any reason after the date of this Quarterly Report on Form 10-Q to conform these statements to actual results or to changes in our expectations, except as required by law. You should read this Quarterly Report on Form 10-Q and the documents that we reference in this Quarterly Report on Form 10-Q and have filed with the Securities and Exchange Commission (the “SEC”) as exhibits to this Quarterly Report on Form 10-Q with the understanding that our actual future results, levels of activity, performance, and events and circumstances may be materially different from what we expect.

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