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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產品與營收

產品營收佔比

營收結構 ($2.3B)

靜態數據（加載即時財務…）

Customer Agreements & Incentives (60%)

Solar System Sales (30%)

Other (10%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要供應商

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

宏觀與市場背景

에너지行業新聞

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%

近期催化劑

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

AI 分析

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企業資訊

總部

San Francisco, California, USA

成立時間

2007

員工人數

9,000+

官網

sunrun.com

連鎖位置

連鎖中的角色

mid cap

典型延遲

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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行業概況 — 에너지

行業新聞