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liquidity requirement rises to 20% of total utilized by Q4 2026.","Maximum modified leverage ratio tightened from 5.50x to 5.00x; company was compliant as of Sep 30, 2025.","Further commitment reductions not below $150M tied to principal prepayments from generated cash."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120591,"accession_number":"0001628280-25-050170","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Sunrun Q3 revenue $724.6M (+35%); 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raises contracted net value creation guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $279.8M ($1.22 basic EPS) vs year-ago net loss; revenue $569M, up 9% YoY.","Subscriber additions 28,823 (+15% YoY); storage attachment rate 70% (was 54%).","Contracted Net Value Creation $376M (+316% YoY); full-year guidance raised to $1.0-1.3B (prior $650-850M).","Cash Generation positive for 5th consecutive quarter at $27M; 2025 outlook reaffirmed $200-500M.","Creation costs fell 4% YoY to $36,887; Net Subscriber Value up 182% to $17,004."],"consensus_eps_estimate":null,"consensus_eps_actual":1.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":1073607000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154479,"accession_number":"0001469367-25-000129","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Sunrun shareholders elect directors, approve executive pay and equity plan at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class I directors Lynn Jurich, Alan Ferber, John Trinta each elected with >130 million votes for.","Advisory say-on-pay approved (97.6M for, 46.7M against); annual frequency adopted.","Ernst & Young ratified as auditor for FY2025 with 172 million votes for.","Amended 2015 Equity Incentive Plan approved, increasing share reserve to 38.2 million shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154478,"accession_number":"0001469367-25-000103","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q1 revenue $504M (+10% YoY); net income $50M; cash generation $56M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $50M ($0.22 basic EPS); revenue $504.3M, up 10% YoY.","Subscriber additions 23,692 (+7% YoY); storage attachment rate 69% (vs 50% prior year).","Contracted Net Value Creation $164M ($0.72/share), up 104% YoY.","Cash Generation $56M (4th consecutive positive quarter); reiterates FY25 guidance of $200M-$500M.","Paid down $27M of recourse debt in Q1; total deleveraging $214M over past four quarters."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":504271000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154477,"accession_number":"0001469367-25-000065","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun board member Manjula Talreja resigns; board size reduced to 8","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Manjula Talreja resigned from the Board and its Audit and NGS Committees, effective April 4, 2025.","Resignation not due to any disagreement with the Company, Board, or management.","Board reduced from nine to eight directors following the resignation.","Talreja served on the Board since January 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173037,"accession_number":"0001469367-25-000037","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun posts Q4 net loss of $2.8B on $3.1B goodwill impairment; Cash Generation positive $34M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $2,813.7M ($12.51/sh) includes non-cash $3.1B goodwill impairment; non-GAAP net income $360.9M ($1.41/sh).","Cash Generation of $34M in Q4, third consecutive positive quarter; FY2025 guidance $200-500M.","Paid down $132M recourse debt in Q4; total debt reduction $186M since March 2024.","Storage capacity installed 392 MWh (+78% YoY); attachment rate 62%; Q1 2025 guidance 265-275 MWh.","Net earning assets $6.8B; Net subscriber value $19,177 (record)."],"consensus_eps_estimate":null,"consensus_eps_actual":-12.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":2037719000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173036,"accession_number":"0001469367-25-000026","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun appoints Maria Barak as Chief Accounting Officer effective February 6, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maria Barak appointed Chief Accounting Officer and Principal Accounting Officer, effective Feb 6, 2025.","Danny Abajian ceases as Principal Accounting Officer but continues as Principal Financial Officer.","Barak previously served as VP, Corporate Controller since March 2023; joined Sunrun in 2017.","Barak is a CPA with an MBA from UC Berkeley Haas; began career at Deloitte & Touche.","No family relationships or material interests disclosed; standard indemnification and severance plan apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190062,"accession_number":"0001469367-24-000215","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Sunrun director Gerald Risk resigns; John Trinta named Audit Committee Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerald Risk resigned from the Board and as Audit Committee Chair, effective January 1, 2025.","Board size reduced from 10 to 9 directors effective the same date.","John Trinta appointed Audit Committee Chair effective January 1, 2025.","Resignation not due to any disagreement with the Company, Board, or management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190061,"accession_number":"0001469367-24-000198","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q3 net loss $0.37/sh; storage installations 336 MWh (+92% YoY), cash gen positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $83.8M ($0.37/sh) on revenue $537.2M, down 5% YoY; customer agreement revenue up 28%.","Storage capacity installed 336 MWh (+92% YoY), above guidance high-end; attachment rate 60%.","Cash generation $2.5M positive for second consecutive quarter; reiterated 2025 guidance $350-$600M.","Total customers surpassed 1 million (1,015,910), up 12% YoY; Net Subscriber Value $14,632.","Extended working capital facility maturity to March 2027; repurchased $317M of 2026 convertible notes."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":1519227000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190060,"accession_number":"0001469367-24-000187","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Sunrun appoints John Trinta (former Deloitte CEO) to board, Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 9 to 10 directors; John Trinta appointed as Class I director effective Oct 28, 2024.","Trinta is former CEO of Deloitte Financial Advisory Services with nearly 40 years of tax/accounting expertise.","He will serve on the Audit Committee of the Board.","No family relationships or transactions requiring Item 404(a) disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206558,"accession_number":"0001469367-24-000144","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","1.01","9.01"],"status":"ready","headline":"Sunrun Q2 cash generation $217M, storage capacity up 152% YoY; introduces 2025 cash guidance ($350-600M)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash Generation of $217M in Q2; reiterates Q4 2024 guidance of $50-125M; introduces 2025 target of $350-600M.","Storage Capacity Installed 264.5 MWh (152% YoY growth), beat high end of guidance; 2024 storage guidance raised to 1,030-1,100 MWh.","Solar Energy Capacity Installed 192.3 MW (within guidance); full-year 2024 expected to decline ~15% (in-line with low end).","Net subscriber value $12,394; subscriber additions 24,984; total customers 984,000 (+13% YoY).","Sunrun exercised accordion under credit facility, increasing commitments to $2.63B (announced July 31)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":982054000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223733,"accession_number":"0001469367-24-000125","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Sunrun shareholders reject say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Advisory vote on named executive officer compensation failed: 61M for, 76M against, 4.4M abstain.","Class III directors Katherine August-deWilde, Sonita Lontoh, Gerald Risk elected with 125.9M+ votes for each.","Ratification of Ernst & Young as auditor for FY2024 approved: 160.3M for, 1.3M against, 0.3M abstain.","Broker non-votes of 20.3M shares on all director and advisory proposals due to discretionary voting rules.","Meeting held virtually on June 18, 2024; proposals detailed in proxy statement filed April 29, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":3643840296.2171054,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223732,"accession_number":"0001469367-24-000091","cik":1469367,"company_name":"Sunrun Inc.","ticker":"RUN","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Sunrun Q1 net loss $87.8M; storage installations surge 192% YoY; solar guidance cut","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $87.8M ($0.40/share); revenue $458.2M, down 22% YoY as customer agreement revenue rose 31%.","Storage capacity installed 207.2 MWh (+192% YoY); 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