Highest-materiality recent filing
Sunrun annual meeting elects nine directors, approves say-on-pay, ratifies auditor
All nine director nominees elected: Jurich, Ferber, Trinta, Dach, Fenster, Powell, August de-Wilde, Lontoh, Cornelius.
Sunrun Q1 net income $0.71/sh, revenue +43%; subscriber additions -25% YoY
Revenue $722.2M (+43% YoY); net income $167.6M ($0.71 basic EPS).
Sunrun Q4 net income $103.6M, revenue up 124% YoY; guides 2026 cash generation $250M-$450M
Revenue $1,158.8M (+124% YoY); net income $103.6M ($0.45 basic EPS).
Sunrun amends credit facility: extends maturity to 2028, cuts commitments to $321M
Maturity extended from March 2027 to March 1, 2028 via Amendment No. 4 dated Dec 31, 2025.
Sunrun Q3 revenue $724.6M (+35%); Subscriber Value $1.6B (+10%); cash generation $108M
Revenue $724.6M (+35% YoY); net income $16.6M ($0.07 basic EPS).
Net income $279.8M ($1.22 basic EPS) vs year-ago net loss; revenue $569M, up 9% YoY.
Sunrun shareholders elect directors, approve executive pay and equity plan at 2025 annual meeting
Class I directors Lynn Jurich, Alan Ferber, John Trinta each elected with >130 million votes for.
Sunrun Q1 revenue $504M (+10% YoY); net income $50M; cash generation $56M
GAAP net income $50M ($0.22 basic EPS); revenue $504.3M, up 10% YoY.
Sunrun board member Manjula Talreja resigns; board size reduced to 8
Manjula Talreja resigned from the Board and its Audit and NGS Committees, effective April 4, 2025.
Sunrun posts Q4 net loss of $2.8B on $3.1B goodwill impairment; Cash Generation positive $34M
Q4 net loss $2,813.7M ($12.51/sh) includes non-cash $3.1B goodwill impairment; non-GAAP net income $360.9M ($1.41/sh).
Sunrun appoints Maria Barak as Chief Accounting Officer effective February 6, 2025
Maria Barak appointed Chief Accounting Officer and Principal Accounting Officer, effective Feb 6, 2025.
Sunrun director Gerald Risk resigns; John Trinta named Audit Committee Chair
Gerald Risk resigned from the Board and as Audit Committee Chair, effective January 1, 2025.
Sunrun Q3 net loss $0.37/sh; storage installations 336 MWh (+92% YoY), cash gen positive
Net loss $83.8M ($0.37/sh) on revenue $537.2M, down 5% YoY; customer agreement revenue up 28%.
Sunrun appoints John Trinta (former Deloitte CEO) to board, Audit Committee
Board expanded from 9 to 10 directors; John Trinta appointed as Class I director effective Oct 28, 2024.
Cash Generation of $217M in Q2; reiterates Q4 2024 guidance of $50-125M; introduces 2025 target of $350-600M.
Sunrun shareholders reject say-on-pay at annual meeting
Advisory vote on named executive officer compensation failed: 61M for, 76M against, 4.4M abstain.
Sunrun Q1 net loss $87.8M; storage installations surge 192% YoY; solar guidance cut
Net loss $87.8M ($0.40/share); revenue $458.2M, down 22% YoY as customer agreement revenue rose 31%.
On April 1, 2025, Manjula Talreja resigned from the board of directors (the “ Board ”) of Sunrun Inc. (the “ Company ”) and her role as a member of the Audit Committee and Nominating, Governance, and Sustainability (“ NGS ”) Committee, effective as of April 4, 2025 (the “ Effective Date ”).
On February 6, 2025, the Board of Directors of Sunrun Inc. (the “Company”) approved the appointment of Ms. Maria Barak as the Company’s Chief Accounting Officer, effective immediately.
Mr. Danny Abajian served as the Principal Accounting Officer through the date of Ms. Barak’s appointment and will continue to serve as the Company’s Principal Financial Officer.
On October 28, 2024, the board of directors (the “Board”) of Sunrun Inc. (the “Company”), upon the recommendation of the Nominating, Governance and Sustainability Committee of the Board, increased the size of the Board from nine to ten directors, and appointed John Trinta as a Class I director, effective October 28, 2024.
Max materiality 0.80 · Median 0.70 · Most common event earnings