secwatch.observer — SEC 8-K summary
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Issuer:     Sunrun Inc. (RUN)
CIK:        0001469367
Form:       8-K
Filed at:   2026-08-05T20:09:41+00:00
Accession:  0001628280-26-053349
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1469367/000162828026053349/0001628280-26-053349-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1469367/000162828026053349/run-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-053349

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