---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-053349"
form_type: "8-K"
ticker: "RUN"
cik: "0001469367"
company_name: "Sunrun Inc."
filed_at: "2026-08-05T20:09:41+00:00"
generated_at: "2026-08-05T20:12:00.053605+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Sunrun Q2 revenue up 53% to $870M; lowers FY 2026 Cash Generation guidance to $200-375M

## Summary
- Revenue $870M (+53% YoY); net income $115.2M ($0.42 diluted EPS).
- Subscriber additions 19,793 (-31% YoY); total subscribers 1.03M (+10% YoY).
- Storage attachment rate record 74% (up from 70% YoY); networked storage capacity 4.6 GWh.
- FY 2026 Cash Generation guidance revised to $200-375M (excl. safe harbor) from $250-450M; Aggregate Subscriber Value guidance lowered to $4.6-4.9B.
- Q2 Cash Generation $23M ($45M excl. safe harbor); net cash used in ops -$186M.

## SEC filing metadata
- accession: 0001628280-26-053349
- form_type: 8-K
- ticker: RUN
- cik: 0001469367
- company_name: Sunrun Inc.
- filed_at: 2026-08-05T20:09:41+00:00
- event_type: earnings
- sentiment: negative
- 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/1469367/000162828026053349/0001628280-26-053349-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1469367/000162828026053349/run-20260805.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-053349
- JSON: https://secwatch.observer/filing/0001628280-26-053349.json
- Plain text: https://secwatch.observer/filing/0001628280-26-053349.txt

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