secwatch.observer — SEC 8-K summary
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Issuer:     Sunrun Inc. (RUN)
CIK:        0001469367
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001628280-26-031259
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1469367/000162828026031259/0001628280-26-031259-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1469367/000162828026031259/run-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-031259

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