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Sunrun Inc.

RUNintermediary

Sunrun is the largest US residential solar and storage company, serving over 900,000 customers through leases, PPAs, and direct sales. Its Brightbox product bundles solar with home batteries, and its virtual power plant program aggregates distributed energy for grid services.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($2.3B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Customer Agreements & Incentives (60%)
Solar System Sales (30%)
Other (10%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Residential Solar as a Service55%

Rooftop solar leases and power purchase agreements (PPAs) for homeowners

Solar + Battery (Brightbox)25%

Bundled solar panel and home battery system for energy independence

Solar Ownership (Cash/Loan)15%

Outright solar system sales and third-party loan origination

Grid Services / Virtual Power Plant5%

Aggregated home batteries dispatched to grid operators as VPP capacity

Lieferkettenbeziehungen

Wichtige Zulieferer

Enphase Energy, Inc.

Microinverters for residential solar installations

Auswirkung: High — Enphase primary inverter supplier

SolarEdge Technologies

String inverters and optimizers

Auswirkung: Medium — secondary inverter option

First Solar, Inc.

Solar modules for utility-scale and larger residential projects

Auswirkung: Low — residential modules primarily from others

Makro- und Marktkontext

에너지Sektornachrichten

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Nächste Katalysatoren

◆OPEC+ 생산 정책 회의 (2026.06)◆XOM·CVX·COP Q1 실적 (2026.04)◆EIA 여름 에너지 수급 전망 보고서

Aktuelle Nachrichten

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Sunrun Inc..

Unternehmensinformationen

Hauptsitz

San Francisco, California, USA

Gegründet

2007

Mitarbeiter

9,000+

Website

sunrun.com

Kaskadenposition

Rolle in der Kaskade

mid cap

Typische Verzögerung

1-3 trading days

Sunrun is the largest US residential solar installer; strong IRA incentives reduce customer acquisition costs and boost lease economics.

Vollständige Kaskade anzeigen

Sektorübersicht — 에너지

Sektornachrichten

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Hauptthemen

  • •AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
  • •LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
  • •유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속

Nächste Katalysatoren

  • ◆OPEC+ 생산 정책 회의 (2026.06)
  • ◆XOM·CVX·COP Q1 실적 (2026.04)