---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-031259"
form_type: "8-K"
ticker: "RUN"
cik: "0001469367"
company_name: "Sunrun Inc."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:36:32.182202+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Sunrun Q1 net income $0.71/sh, revenue +43%; subscriber additions -25% YoY

## Summary
- Revenue $722.2M (+43% YoY); net income $167.6M ($0.71 basic EPS).
- Subscriber additions 17,665 (-25% YoY); storage attachment rate 73% (record).
- Cash Generation -$59M in Q1 due to project finance timing; full-year guidance $250-450M reiterated.
- Contracted Net Value Creation $108M ($0.46/share), down 34% YoY.
- Aggregate Subscriber Value expected $1.1-1.2B in Q2; full-year $4.8-5.2B unchanged.

## SEC filing metadata
- accession: 0001628280-26-031259
- form_type: 8-K
- ticker: RUN
- cik: 0001469367
- company_name: Sunrun Inc.
- filed_at: 2026-05-06T23:59:59+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/1469367/000162828026031259/0001628280-26-031259-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1469367/000162828026031259/run-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-031259
- JSON: https://secwatch.observer/filing/0001628280-26-031259.json
- Plain text: https://secwatch.observer/filing/0001628280-26-031259.txt

## Source-grounded claims
- claim_id: 8a10725c083e2a8963c83fb6982f4af2c97c927c
  claim: Sunrun Inc. updated its the first quarter ended March 31, 2026 guidance (reaffirmed).
  evidence_excerpt: On May 6, 2026, Sunrun Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1469367/000162828026031259/0001628280-26-031259-index.htm

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