Sunrun (RUN)
NASDAQIndustrialsSolarSnapshot 2026-11-05
$9.87+12.29%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsSolarSnapshot 2026-11-05
QuarterlyIQ Insights · RUN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks RUN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
1 Third Quarter Updates and Recent Developments • Leading with Storage-First Strategy : Storage Attachment Rate was 75% in Q3, up from 70% in the prior-year period.
Stated in 4 of 4 supplied quarters. Management reported: “1 Third Quarter Updates and Recent Developments • Leading with Storage-First Strategy : Storage Attachment Rate was 75% in Q3, up from 70% in the prior-year period.” “1 Second Quarter Updates and Recent Developments • Leading with Storage-First Strategy : Storage Attachment Rate was 74% in Q2, up from 70% in the prior-year period.”
“1 Third Quarter Updates and Recent Developments • Leading with Storage-First Strategy : Storage Attachment Rate was 75% in Q3, up from 70% in the prior-year period.”
“1 Second Quarter Updates and Recent Developments • Leading with Storage-First Strategy : Storage Attachment Rate was 74% in Q2, up from 70% in the prior-year period.”
“1 First Quarter Updates • Leading with Storage-First Strategy : Storage Attachment Rate was 73% in Q1, up from 69% in the prior-year period.”
“Fourth Quarter Updates • Leading with Storage-First Strategy : Storage Attachment Rate was 71% in Q4, up from 62% in the prior-year period.”
Outlook For the full-year 2026, Aggregate Subscriber Value is now expected to be approximately $4.6 billion, compared to the company’s prior guidance of $4.6 billion to $4.9 billion.
Stated in 4 of 4 supplied quarters. Management reported: “Outlook For the full-year 2026, Aggregate Subscriber Value is now expected to be approximately $4.6 billion, compared to the company’s prior guidance of $4.6 billion to $4.9 billion.” “Outlook For the full-year 2026, Aggregate Subscriber Value is now expected to be in a range of $4.6 billion to $4.9 billion, compared to the company’s prior guidance of $4.8 billion to $5.2 billion.”
Cash Generation 1, 2 is now expected to be approximately $200 million for the full-year 2026, excluding investments related to equipment safe harboring, compared to the company’s prior guidance of $2…
Stated in 4 of 4 supplied quarters. Management reported: “Cash Generation 1, 2 is now expected to be approximately $200 million for the full-year 2026, excluding investments related to equipment safe harboring, compared to the company’s prior guidance of $200 million to $375 million.” “Cash Generation 1, 2 is now expected to be in a range of $200 million to $375 million for the full-year 2026, excluding potential investment related to equipment safe harboring, compared to the company’s prior guidance of $250 million to $450 million.”
During the first quarter, we repaid $92 million of recourse debt, reducing our borrowings under our Working Capital Facility and repaying the remaining balance of our convertible senior notes due 202…
Stated in 2 of 4 supplied quarters. Management reported: “During the first quarter, we repaid $92 million of recourse debt, reducing our borrowings under our Working Capital Facility and repaying the remaining balance of our convertible senior notes due 2026.” “During the fourth quarter, we repaid $81 million of recourse debt, reducing our borrowings under our Working Capital Facility.”
• Positioning Our Distributed Fleet to Serve AI and Data Center Demand: In June 2026, Sunrun, Renew Home, and Tesla announced a non-binding letter of intent to deliver more than 16 gigawatts of fast,…
Stated in 1 of 4 supplied quarters. Management reported: “• Positioning Our Distributed Fleet to Serve AI and Data Center Demand: In June 2026, Sunrun, Renew Home, and Tesla announced a non-binding letter of intent to deliver more than 16 gigawatts of fast, flexible energy capacity to hyperscalers and utilities, which, together, would form the largest distributed power plant in the country.” “In July 2026, we launched a distributed AI data center pilot, which places compute nodes in homes with Sunrun solar and storage systems.”
Over the trailing year it converted 1.60x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Outlook For the full-year 2026, Aggregate Subscriber Value is now expected to be approximately $4.6 billion, compared to the company’s prior guidance of $4.6 billion to $4.9 billion.”
“Outlook For the full-year 2026, Aggregate Subscriber Value is now expected to be in a range of $4.6 billion to $4.9 billion, compared to the company’s prior guidance of $4.8 billion to $5.2 billion.”
“For the full-year 2026, Aggregate Subscriber Value is expected to be in a range of $4.8 billion to $5.2 billion, unchanged from the company’s prior guidance.”
“For the full-year 2026, Aggregate Subscriber Value is expected to be in a range of $4.8 billion to $5.2 billion.”
“Cash Generation 1, 2 is now expected to be approximately $200 million for the full-year 2026, excluding investments related to equipment safe harboring, compared to the company’s prior guidance of $2…”
“Cash Generation 1, 2 is now expected to be in a range of $200 million to $375 million for the full-year 2026, excluding potential investment related to equipment safe harboring, compared to the compa…”
“Cash Generation 1, 2 is expected to be in a range of $250 million to $450 million for the full-year 2026, excluding potential investment related to equipment safe harboring, unchanged from the compan…”
“Cash Generation 2 is expected to be in a range of $250 million to $450 million for the full-year 2026, excluding potential investment related to safe harbor strategies.”
“During the first quarter, we repaid $92 million of recourse debt, reducing our borrowings under our Working Capital Facility and repaying the remaining balance of our convertible senior notes due 202…”
“During the fourth quarter, we repaid $81 million of recourse debt, reducing our borrowings under our Working Capital Facility.”
“• Positioning Our Distributed Fleet to Serve AI and Data Center Demand: In June 2026, Sunrun, Renew Home, and Tesla announced a non-binding letter of intent to deliver more than 16 gigawatts of fast,…”