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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製品と売上

製品別売上シェア

売上内訳 ($2.3B)

静的データ（リアルタイム財務ロード中…）

Customer Agreements & Incentives (60%)

Solar System Sales (30%)

Other (10%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

主要サプライヤー

Enphase Energy, Inc.

Microinverters for residential solar installations

影響: High — Enphase primary inverter supplier

SolarEdge Technologies

String inverters and optimizers

影響: Medium — secondary inverter option

First Solar, Inc.

Solar modules for utility-scale and larger residential projects

影響: Low — residential modules primarily from others

マクロ・市場概況

에너지セクターニュース

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%

次の主要イベント

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

AI分析

Sunrun Inc.のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

San Francisco, California, USA

設立

2007

従業員数

9,000+

ウェブサイト

sunrun.com

カスケードポジション

カスケード内の役割

mid cap

典型的な遅延

1-3 trading days

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

完全なカスケードを見る

セクター概況 — 에너지

セクターニュース