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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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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($2.3B)

Données statiques (chargement des finances en temps réel…)

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

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Fournisseurs clés

Enphase Energy, Inc.

Microinverters for residential solar installations

Impact: High — Enphase primary inverter supplier

SolarEdge Technologies

String inverters and optimizers

Impact: Medium — secondary inverter option

First Solar, Inc.

Solar modules for utility-scale and larger residential projects

Impact: Low — residential modules primarily from others

Contexte macro et de marché

에너지Actualités du secteur

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%

Prochains catalyseurs

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

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Sunrun Inc. par intelligence artificielle.

Informations sur l'entreprise

Siège social

San Francisco, California, USA

Fondée en

2007

Effectifs

9,000+

Site web

sunrun.com

Position dans la cascade

Rôle dans la cascade

mid cap

Délai typique

1-3 trading days

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

Voir la cascade complète

Aperçu du secteur — 에너지

Actualités du secteur

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%

Thèmes clés

  • •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

Prochains catalyseurs

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