---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-012266"
form_type: "8-K"
ticker: "RUN"
cik: "0001469367"
company_name: "Sunrun Inc."
filed_at: "2026-02-26T23:59:59+00:00"
generated_at: "2026-05-15T23:31:38.714913+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Sunrun Q4 net income $103.6M, revenue up 124% YoY; guides 2026 cash generation $250M-$450M

## Summary
- Revenue $1,158.8M (+124% YoY); net income $103.6M ($0.45 basic EPS).
- Subscriber additions 25,475 (-17% YoY); storage attachment rate record 71% in Q4.
- Cash generation $187M in Q4, $377M in FY 2025; repaid $81M recourse debt in Q4, $148M in year.
- FY 2026 cash generation guidance $250M-$450M; Q1 2026 ASV $850M-$950M.
- Contracted Net Value Creation $176M in Q4 ($0.76/share); down 44% YoY.

## SEC filing metadata
- accession: 0001628280-26-012266
- form_type: 8-K
- ticker: RUN
- cik: 0001469367
- company_name: Sunrun Inc.
- filed_at: 2026-02-26T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1469367/000162828026012266/0001628280-26-012266-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1469367/000162828026012266/run-20260226.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-012266
- JSON: https://secwatch.observer/filing/0001628280-26-012266.json
- Plain text: https://secwatch.observer/filing/0001628280-26-012266.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.