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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产品与营收

产品营收占比

营收构成 ($2.3B)

静态数据（加载实时财务…）

Customer Agreements & Incentives (60%)

Solar System Sales (30%)

Other (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要供应商

Enphase Energy, Inc.

Microinverters for residential solar installations

影响: High — Enphase primary inverter supplier

SolarEdge Technologies

String inverters and optimizers

影响: Medium — secondary inverter option

First Solar, Inc.

Solar modules for utility-scale and larger residential projects

影响: Low — residential modules primarily from others

宏观与市场背景

에너지行业新闻

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%

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Sunrun Inc. 的 AI 供应链分析。

企业信息

总部

San Francisco, California, USA

成立时间

2007

员工人数

9,000+

官网

sunrun.com

连锁位置

连锁中的角色

mid cap

典型延迟

1-3 trading days

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

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行业概况 — 에너지

行业新闻