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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.3B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pemasok Utama

Enphase Energy, Inc.

Microinverters for residential solar installations

Dampak: High — Enphase primary inverter supplier

SolarEdge Technologies

String inverters and optimizers

Dampak: Medium — secondary inverter option

First Solar, Inc.

Solar modules for utility-scale and larger residential projects

Dampak: Low — residential modules primarily from others

Konteks makro dan pasar

에너지Berita sektor

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%

Katalis mendatang

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

Berita terkini

Memuat berita...

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Info Perusahaan

Kantor Pusat

San Francisco, California, USA

Didirikan

2007

Karyawan

9,000+

Situs Web

sunrun.com

Posisi Kaskade

Peran dalam Kaskade

mid cap

Keterlambatan Tipikal

1-3 trading days

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

Lihat Kaskade Lengkap

Gambaran umum sektor — 에너지

Berita sektor

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%

Tema utama

  • •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

Katalis mendatang

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