secwatch.observer — SEC 8-K summary
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Issuer:     Sunrun Inc. (RUN)
CIK:        0001469367
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001628280-26-012266
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1469367/000162828026012266/0001628280-26-012266-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1469367/000162828026012266/run-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-012266

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer