Sunrun Inc.
RUNintermediarySunrun 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.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($2.3B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
Rooftop solar leases and power purchase agreements (PPAs) for homeowners
Bundled solar panel and home battery system for energy independence
Outright solar system sales and third-party loan origination
Aggregated home batteries dispatched to grid operators as VPP capacity
Relaciones en la Cadena de Suministro
Proveedores Clave
Microinverters for residential solar installations
Impacto: High — Enphase primary inverter supplier
String inverters and optimizers
Impacto: Medium — secondary inverter option
Solar modules for utility-scale and larger residential projects
Impacto: Low — residential modules primarily from others
Contexto macro y de mercado
유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발
WTI 유가
Henry Hub 천연가스
미국 LNG 수출
OPEC+ 감산 준수율
Próximos catalizadores
Últimas noticias
Análisis IA
Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Sunrun Inc. impulsado por IA.
Información de la Empresa
Posición en Cascada
Rol en la Cascada
mid cap
Retraso Típico
1-3 trading days
Sunrun is the largest US residential solar installer; strong IRA incentives reduce customer acquisition costs and boost lease economics.
Ver Cascada CompletaEstado del sector — 에너지
Noticias del sector유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발
WTI 유가
Henry Hub 천연가스
미국 LNG 수출
OPEC+ 감산 준수율
Temas clave
- •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
Próximos catalizadores
- ◆OPEC+ 생산 정책 회의 (2026.06)
- ◆XOM·CVX·COP Q1 실적 (2026.04)