Valuation Update With 7 Day Price Move • May 21
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €12.12, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 28x in the Electrical industry in Germany. Total loss to shareholders of 38% over the past three years. New Risk • May 20
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings are forecast to decline by an average of 27% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€6.9m sold). Annuncio • Apr 16
Sunrun Inc., Annual General Meeting, May 28, 2026 Sunrun Inc., Annual General Meeting, May 28, 2026. Recent Insider Transactions • Apr 15
CEO & Director recently sold €2.2m worth of stock On the 6th of April, Mary Powell sold around 193k shares on-market at roughly €11.48 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mary has been a net seller over the last 12 months, reducing personal holdings by €2.9m. Annuncio • Apr 08
Sunrun Inc. to Report Q1, 2026 Results on May 06, 2026 Sunrun Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026 Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment deteriorates as stock falls 40% After last week's 40% share price decline to €10.11, the stock trades at a forward P/E ratio of 89x. Average forward P/E is 25x in the Electrical industry in Germany. Total loss to shareholders of 56% over the past three years. New Risk • Mar 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 21% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (€569k sold). Reported Earnings • Feb 27
Full year 2025 earnings released: EPS: US$1.96 (vs US$12.81 loss in FY 2024) Full year 2025 results: EPS: US$1.96 (up from US$12.81 loss in FY 2024). Revenue: US$2.96b (up 45% from FY 2024). Net income: US$449.9m (up US$3.30b from FY 2024). Profit margin: 15% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Annuncio • Jan 28
Sunrun Inc. to Report Q4, 2025 Results on Feb 26, 2026 Sunrun Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: US$0.072 (vs US$0.37 loss in 3Q 2024) Third quarter 2025 results: EPS: US$0.072 (up from US$0.37 loss in 3Q 2024). Revenue: US$724.6m (up 35% from 3Q 2024). Net income: US$16.6m (up US$100.4m from 3Q 2024). Profit margin: 2.3% (up from net loss in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance. Annuncio • Nov 07
Sunrun Inc. Appoints Craig Cornelius to Its Board of Directors, Effective November 6, 2025 On November 6, 2025, Craig Cornelius was appointed to the Board of Directors of Sunrun Inc. effective November 6, 2025. Mr. Cornelius will serve as a Class III director and will stand for reelection at the 2026 annual meeting of stockholders. The Board also appointed Mr. Cornelius to serve on the Audit Committee and the Nominating, Governance, and Sustainability Committee of the Board. In connection with the appointment of Mr. Cornelius, the size of the Board was increased from eight to nine. Mr. Cornelius has served as President and Chief Executive Officer of Clearway Energy Group LLC since September 2018 and as Chief Executive Officer of its public affiliate Clearway Energy Inc., since July 2024. His service as Chief Executive Officer of Clearway commenced on the company’s formation through a spin-out of NRG Energy Inc.’s clean energy businesses in 2018. Previously, Mr. Cornelius was President of NRG’s renewables division. In this capacity, he oversaw origination, development, engineering and construction, operations and asset management across the company’s businesses in wind and solar power. He joined NRG in 2013 and initially led new business development for renewables, including the establishment of new market segments, project acquisitions, and process improvement initiatives. Before joining NRG, Mr. Cornelius served for five years as a Principal and then a Managing Director in the solar investing practice at Hudson Clean Energy Partners. Previously, he was the Program Manager of the U.S. Department of Energy’s Solar Energy Technologies Program, where he led the creation of the $1.5 billion Solar America Initiative. Mr. Cornelius holds an A.B. from Princeton University in History of Science and an M.A. in Science, Technology, and Public Policy from George Washington University. Mr. Cornelius was selected to serve on the Board because of his extensive operational and financial experience and deep knowledge of the energy industry. Annuncio • Oct 14
Sunrun Inc. to Report Q3, 2025 Results on Nov 06, 2025 Sunrun Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Recent Insider Transactions • Oct 13
CEO & Director recently sold €193k worth of stock On the 6th of October, Mary Powell sold around 12k shares on-market at roughly €16.52 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mary has been a net seller over the last 12 months, reducing personal holdings by €741k. Board Change • Sep 10
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director John Trinta was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Dec 26
Sunrun Inc. Announces Board Changes On December 17, 2024, Gerald Risk resigned from the board of directors (the “ Board ”) of Sunrun Inc. (the “ Company ”) and his role as Audit Committee Chairperson, effective as of January 1, 2025 (the “ Effective Date ”). Following Mr. Risk’s resignation, the Board has approved a decrease in the size of the Board from ten (10) to nine (9) directors, effective as of the Effective Date. Mr. Risk’s resignation from the Board is not due to any disagreement with the Company, the Board or management of the Company. The Board appointed John Trinta as Audit Committee Chair to fill the vacancy created by Mr. Risk’s departure from the position, effective as of January 1, 2025. Mr. Trinta has served on the Board and been a member of the Audit Committee since October 2024. Annuncio • Oct 30
Sunrun Inc. Appoints John Trinta as Member of the Board of Directors and Audit Committee of the Board Sunrun Inc. announced the appointment of John Trinta, former CEO of Deloitte Financial Advisory Services, as a member of the company’s board of directors (the ‘Board’) and Audit Committee of the Board. Mr. Trinta brings nearly 40 years of expertise in tax and accounting, paired with a proven track record in driving strategic growth and leading organizations to new heights. The company announced that, having spent nearly four decades at Deloitte, he brings exceptional expertise in finance, accounting, and tax—critical skills as the company navigate complexities and continue to position the company as a market leader in the clean energy sector. Mr. Trinta is a seasoned finance professional with a distinguished career in finance, accounting, and tax. From June 1998 to May 2020, Mr. Trinta held several executive positions at Deloitte, including as the CEO of Deloitte Financial Advisory Services, Deputy CEO of Advisory Services, Partner in Charge of Americas Financial Advisory Services, and Deputy National Managing Partner in Tax Services. He also served on Deloitte’s U.S. and Functional Global Board of Directors from 2003 to 2005. During his time at Deloitte, Mr. Trinta spearheaded Deloitte’s merger of Financial Advisory and Risk practices and co-led Deloitte’s purchase and integration of various tax and advisory businesses. Mr. Trinta holds a Bachelor of Science degree in Business Administration with a concentration in accounting from California State University, Chico, and a Master of Science degree in Taxation from Golden Gate University. Annuncio • Oct 08
Sunrun Inc. to Report Q3, 2024 Results on Nov 07, 2024 Sunrun Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 Annuncio • Jul 11
Sunrun Inc. to Report Q2, 2024 Results on Aug 06, 2024 Sunrun Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024 Annuncio • Apr 12
Sunrun Inc. to Report Q1, 2024 Results on May 08, 2024 Sunrun Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024 Annuncio • Jan 13
Sunrun Inc. to Report Q4, 2023 Results on Feb 21, 2024 Sunrun Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024 Annuncio • Oct 05
Sunrun Inc. to Report Q3, 2023 Results on Nov 01, 2023 Sunrun Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023 Annuncio • Sep 27
Sunrun Appoints Rachit Srivastava as Head of Artificial Intelligence Sunrun appointed Rachit Srivastava as Head of Artificial Intelligence (AI). Rachit joins Sunrun after nearly three years as Head of Machine Learning at Cockroach Labs. As Head of AI, Rachit will lead Sunrun’s AI strategy and focus on driving innovation and integrating cutting-edge technologies in artificial intelligence, machine learning, and data analytics across Sunrun’s products and services. His efforts will lead to increased customer value and a more intelligent, personalized experience, as well as improved cost efficiency and reduced cycle times. Rachit has extensive knowledge in artificial intelligence with nearly 17 years of experience in building machine learning products and statistical models for a variety of industries, including finance, advertising technology, location intelligence, health technology and infrastructure. He has developed forecasting algorithms and consumer behavior models for some of the large financial institutions, including Morgan Stanley and Goldman Sachs. Rachit most recently led machine learning and data science for Cockroach Labs, where he helped scale a distributed SQL database used by prominent companies across several consumer-facing industries. Prior to Cockroach Labs, he used AI and machine learning to build trading signals from alternative data sets in his role as Vice President of Research and Modeling at Two Sigma, a leading quantitative trading hedge fund. He holds a Master of Science in Computational Finance from Carnegie Mellon University and a Master of Science in Electrical Engineering from the University of Southern California. He also holds a Bachelor of Software Engineering from the University of New South Wales in Australia. Annuncio • Jul 28
Sunrun Stands Ready for New Emergency Demand Response Program in Puerto Rico as Energy Instability Continues to Plague Local Residents Sunrun announced its fleet is ready for participation in the Battery Emergency Demand Response program in Puerto Rico. This is the first distributed power plant program in the nation that specifically focuses on rapid emergency response from thousands of residential solar and storage systems when the island's aging oil- and gas-fired power plants fail or when electricity generation issues arise that could lead to rolling blackouts. Puerto Rico leads the U.S. in total hours of electricity outages. Millions of residents collectively experienced more than 300 million hours of power disruptions in 2022, according to PowerOutage.us. In June, tens of thousands were without electricity as the island reached a record-breaking heat index of 125 degrees, knocking one oil-fired power plant out of service. This innovative distributed power plant program was formed in response to the island’s outages that regularly occur multiple times a week. The program gives the utility provider on the island access to flexible and cost-effective power from residential energy resources in order to alleviate pressure on the power grid during periods of peak demand, combat climate change, and improve the dependability of the island’s overall energy system. Sunrun is ready to enroll its solar-plus-storage customers into the program and expects thousands of opt-ins as it prepares to respond to requests for emergency power. The program anticipates 75 to 125 dispatch events in the first year with an average duration of two hours. Customers participating in the program will receive a pay-for-performance payment from Sunrun estimated at hundreds of dollars per battery, which can reduce costs and help stabilize the grid simultaneously. In the event of a local power outage, batteries enrolled in the program will retain enough backup energy to meet personal, essential needs. The Battery Emergency Demand Response program is separate from the 17-megawatt distributed power plant project Sunrunannounced in Puerto Rico last year. The company will begin enrolling 7,000 customers this year and will provide ?solar power to the grid every day at scheduled times beginning in 2024. Annuncio • Jun 30
Sunrun Inc. to Report Q2, 2023 Results on Aug 02, 2023 Sunrun Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023 Reported Earnings • May 04
First quarter 2023 earnings released: US$1.12 loss per share (vs US$0.42 loss in 1Q 2022) First quarter 2023 results: US$1.12 loss per share (further deteriorated from US$0.42 loss in 1Q 2022). Revenue: US$589.8m (up 19% from 1Q 2022). Net loss: US$240.4m (loss widened 174% from 1Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electrical industry in Germany. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €18.89, the stock trades at a trailing P/E ratio of 23.3x. Average forward P/E is 20x in the Electrical industry in Germany. Total loss to shareholders of 32% over the past year. Recent Insider Transactions • Mar 20
Key Executive recently sold €114k worth of stock On the 17th of March, Edward Fenster sold around 7k shares on-market at roughly €17.34 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €443k. Edward has been a net seller over the last 12 months, reducing personal holdings by €882k. Recent Insider Transactions • Mar 15
CEO & Director recently sold €443k worth of stock On the 6th of March, Mary Powell sold around 19k shares on-market at roughly €23.89 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mary has been a net seller over the last 12 months, reducing personal holdings by €748k. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €20.20, the stock trades at a trailing P/E ratio of 25.6x. Average forward P/E is 21x in the Electrical industry in Germany. Total loss to shareholders of 18% over the past year. Recent Insider Transactions • Mar 10
Chief Revenue Officer recently sold €22k worth of stock On the 1st of March, Paul Dickson sold around 906 shares on-market at roughly €23.90 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €141k. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months. Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: US$0.82 (vs US$0.39 loss in FY 2021) Full year 2022 results: EPS: US$0.82 (up from US$0.39 loss in FY 2021). Revenue: US$2.32b (up 44% from FY 2021). Net income: US$173.4m (up US$252.8m from FY 2021). Profit margin: 7.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electrical industry in Germany. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €21.76, the stock trades at a trailing P/E ratio of 73.7x. Average forward P/E is 24x in the Electrical industry in Germany. Total loss to shareholders of 2.9% over the past year. Annuncio • Jan 31
Sunrun Inc. to Report Q4, 2022 Results on Feb 22, 2023 Sunrun Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023 Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to €21.63, the stock trades at a trailing P/E ratio of 77.4x. Average forward P/E is 24x in the Electrical industry in Germany. Total loss to shareholders of 8.0% over the past year. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €25.34, the stock trades at a trailing P/E ratio of 77.7x. Average forward P/E is 23x in the Electrical industry in Germany. Total loss to shareholders of 17% over the past year. Recent Insider Transactions • Dec 19
Co-Founder recently sold €141k worth of stock On the 15th of December, Lynn Jurich sold around 5k shares on-market at roughly €29.45 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lynn has been a net seller over the last 12 months, reducing personal holdings by €955k. Recent Insider Transactions • Dec 11
Chief Legal & People Officer recently sold €79k worth of stock On the 6th of December, Jeanna Steele sold around 3k shares on-market at roughly €27.98 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €323k. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months. Recent Insider Transactions • Dec 05
CEO & Director recently sold €57k worth of stock On the 30th of November, Mary Powell sold around 2k shares on-market at roughly €30.27 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €323k. Mary has been a net seller over the last 12 months, reducing personal holdings by €346k. Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: US$0.99 (vs US$0.12 in 3Q 2021) Third quarter 2022 results: EPS: US$0.99 (up from US$0.12 in 3Q 2021). Revenue: US$631.9m (up 44% from 3Q 2021). Net income: US$210.6m (up US$186.4m from 3Q 2021). Profit margin: 33% (up from 5.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in Germany. Annuncio • Oct 12
Sunrun Inc. Activates Nation's First Residential Virtual Power Plant in Wholesale Market Sunrun Inc. announced it has completed its first successful season running a residential Virtual Power Plant in a wholesale capacity market, a first-of-its-kind in the country. In 2019, Sunrun won its cost-competitive bid into the Independent System Operator - New England, the region's grid operator and one of the largest wholesale electricity markets in the United States. The landmark contract was the first successful bid committing capacity value from home solar and battery storage systems to the grid. Sunrun won against polluting, centralized power plants, signifying a transformational shift toward a more modern, decentralized electricity system powered by locally-generated solar energy. In the summer months of June through August, Sunrun's New England VPP shared more than 1.8 gigawatt-hours of energy back to the grid. Thousands of Sunrun home solar systems across New England exported excess clean solar energy during the peak demand window of 1-5 p.m., effectively reducing overall energy demand and relieving stress on the region's energy grid. The VPP also helped minimize the use of expensive, polluting peaker plants while reducing energy costs across the region and ensuring a reliable source of power. This milestone comes at a critical economic period for Americans who face skyrocketing energy costs, record inflationand severe heat waves that are prompting grid operators across the country to issue energy conservation warnings. Home solar and batteries, especially when networked together to form VPPs, can significantly support the grid and reduce peak demand. In an August report, ISO-NE detailed how home solar helped keep wholesale system demand below the average forecast throughout a heat wave in July, despite the region's heat index hitting 100 degrees or more. In addition, VPPs provide greater demand flexibility, which is critical as New England shifts to a winter-peaking system and customers further electrify their transportation and heating. Through their partnership, ISO-NE and Sunrun are demonstrating that local solar and batteries can deliver value to wholesale markets across the country and reduce grid costs for all. Annuncio • Sep 28
Sunrun Inc. to Report Q3, 2022 Results on Nov 02, 2022 Sunrun Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022 Recent Insider Transactions • Sep 21
Co-Founder recently sold €323k worth of stock On the 19th of September, Lynn Jurich sold around 9k shares on-market at roughly €37.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lynn has been a net seller over the last 12 months, reducing personal holdings by €780k. Recent Insider Transactions • Sep 04
CEO & Director recently sold €248k worth of stock On the 31st of August, Mary Powell sold around 8k shares on-market at roughly €32.60 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mary has been a net seller over the last 12 months, reducing personal holdings by €289k. Annuncio • Aug 05
Sunrun Launches Electric Vehicle Charger as Part of Customer Whole-Home Energy Offering Sunrun announced the launch of its new Level 2 electric vehicle (EV) charger. The new product complements the company's suite of home energy management solutions and supports growing demand for electric vehicles nationwide. With the new EV charger, Sunrun is advancing its mission to deliver energy independence, cost savings and energy stability to all Americans by enabling customers to power their vehicles at home with abundant and affordable solar energy. EV sales in the United States more than doubled in 2021, accounting for 5% of all new car sales. This trend creates a significant opportunity for Sunrun to help EV owners charge their vehicles quickly and safely while also providing solutions to manage increasing home energy consumption. Adding an EV can increase a home's electricity usage by 50% or more per year, depending on driving and charging behavior. With 80% of EV charging done at home, and utility prices jumping nearly 14% across the nation, Sunrun customers will be able to charge their EVs with clean, solar power while also reaping the benefits of cheaper, more predictable energy rates. Reported Earnings • Aug 04
Second quarter 2022 earnings released: US$0.059 loss per share (vs US$0.20 loss in 2Q 2021) Second quarter 2022 results: US$0.059 loss per share (up from US$0.20 loss in 2Q 2021). Revenue: US$584.6m (up 46% from 2Q 2021). Net loss: US$12.4m (loss narrowed 70% from 2Q 2021). Over the next year, revenue is forecast to grow 7.1%, compared to a 15% growth forecast for the industry in Germany. Annuncio • Jul 07
Sunrun Inc. to Report Q2, 2022 Results on Aug 03, 2022 Sunrun Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022 Recent Insider Transactions • Jun 20
Co-Founder recently sold €175k worth of stock On the 17th of June, Lynn Jurich sold around 8k shares on-market at roughly €21.55 per share. This was the largest sale by an insider in the last 3 months. Lynn has been a seller over the last 12 months, reducing personal holdings by €420k. Recent Insider Transactions • May 08
Chief Financial Officer recently sold €110k worth of stock On the 4th of May, Thomas VonReichbauer sold around 5k shares on-market at roughly €21.69 per share. In the last 3 months, there was an even bigger sale from another insider worth €219k. Thomas has been a seller over the last 12 months, reducing personal holdings by €890k. Reported Earnings • May 06
First quarter 2022 earnings released: US$0.42 loss per share (vs US$0.12 loss in 1Q 2021) First quarter 2022 results: US$0.42 loss per share (down from US$0.12 loss in 1Q 2021). Revenue: US$495.8m (up 48% from 1Q 2021). Net loss: US$87.8m (loss widened 269% from 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 12% growth forecast for the industry in Germany. Annuncio • May 05
Sunrun Inc. Announces Executive Changes Sunrun also announced that Tom vonReichbauer will be stepping down from his current position as Chief Financial Officer at the end of May to pursue an external opportunity. Following a search, and consistent with Sunrun’s succession planning activities, Sunrun’s Board of Directors has appointed Mr. Danny Abajian to act as the new Chief Financial Officer, effective May 30. Mr. Abajian, who is currently the Senior Vice President at Sunrun overseeing the Project Finance group, has been with the company for nearly 12 years and has helped facilitate the raising of more than $10 billion in capital to support rapid customer growth. Prior to joining Sunrun in 2010, Mr. Abajian worked at Barclays Capital and BNP Paribas, executing structured debt and commodities transactions for infrastructure, power generation and energy assets across North America. Mr. vonReichbauer has agreed to remain a consultant for four months to ensure a smooth transition of responsibilities. Annuncio • Apr 21
Sunrun Inc., Annual General Meeting, Jun 02, 2022 Sunrun Inc., Annual General Meeting, Jun 02, 2022, at 08:30 Pacific Standard Time. Agenda: To consider election of directors until 2025 AGM; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year ending December 31, 2022; to approve the compensation of executive officers; and to consider shareholder proposal relating to public report on the use of concealment clauses in the context of harassment, discrimination and other unlawful acts, if properly presented at the Annual Meeting. Annuncio • Mar 29
Sunrun Inc. to Report Q1, 2022 Results on May 04, 2022 Sunrun Inc. announced that they will report Q1, 2022 results After-Market on May 04, 2022 Recent Insider Transactions • Mar 13
Key Executive recently sold €71k worth of stock On the 7th of March, Edward Fenster sold around 3k shares on-market at roughly €26.41 per share. In the last 3 months, there was an even bigger sale from another insider worth €335k. Edward has been a seller over the last 12 months, reducing personal holdings by €1.8m. Reported Earnings • Feb 18
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$0.39 loss per share (up from US$1.24 loss in FY 2020). Revenue: US$1.61b (up 75% from FY 2020). Net loss: US$79.4m (loss narrowed 54% from FY 2020). Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 12%, compared to a 16% growth forecast for the industry in Germany. Recent Insider Transactions • Feb 10
Chief Financial Officer recently sold €91k worth of stock On the 4th of February, Thomas VonReichbauer sold around 4k shares on-market at roughly €21.34 per share. In the last 3 months, there was an even bigger sale from another insider worth €335k. Thomas has been a seller over the last 12 months, reducing personal holdings by €1.5m. Recent Insider Transactions • Dec 25
Insider recently sold €335k worth of stock On the 17th of December, Christopher Dawson sold around 11k shares on-market at roughly €29.67 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Sonita Lontoh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 10
Chief Financial Officer recently sold €306k worth of stock On the 4th of November, Thomas VonReichbauer sold around 6k shares on-market at roughly €49.26 per share. In the last 3 months, there was an even bigger sale from another insider worth €406k. Thomas has been a seller over the last 12 months, reducing personal holdings by €1.4m. Reported Earnings • Nov 05
Third quarter 2021 earnings released: EPS US$0.12 (vs US$0.30 in 3Q 2020) The company reported a decent third quarter result with improved revenues, although earnings and profit margins were weaker. Third quarter 2021 results: Revenue: US$438.8m (up 109% from 3Q 2020). Net income: US$24.1m (down 36% from 3Q 2020). Profit margin: 5.5% (down from 18% in 3Q 2020). The decrease in margin was driven by higher expenses. Recent Insider Transactions • Sep 20
Chief Operating Officer recently sold €406k worth of stock On the 17th of September, Christopher Dawson sold around 11k shares on-market at roughly €36.98 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €2.0m. Annuncio • Aug 26
Sunrun Launches Innovative Education Program to Upskill America’S Workforce for Green Careers Sunrun launched PowerU, a new fully-funded employee education and upskilling program designed to train and develop its workforce for the rapidly growing clean energy industry. Through PowerU, Sunrun will nurture the next generation of green careers and professionals. The solar industry is currently on a trajectory to reach 400,000 jobs by 2030, but more than 900,000 skilled workers will be needed to reach President Joe Biden’s 2035 clean energy target. The U.S. Department of Labor’s Bureau of Labor Statisticspredicts the solar installer will be the third fastest-growing job in America over the next decade. Sunrun has partnered with Guild Education, the leading education and upskilling platform, to help meet this demand and connect employees to opportunities for advancement by providing access to 150+ fully-funded and flexible education and upskilling programs. These programs include: bachelor’s and master’s degrees in areas such as sustainability management, electrical engineering, information technology, and environmental science; professional development and graduate certificates in areas such as sales leadership, solar installation, supply chain management, and data science; English language classes; high school completion courses; and a first-of-its kind employer-sponsored electrician apprenticeship program. The custom-built electrician apprenticeship program was designed to provide employees with a clear career pathway to become certified electricians — a designation often required for solar and home battery installers. The program builds on Sunrun’s existing commitment to accelerate talent acquisition and strengthen workforce development to meet rising industry demand and build a strong and diverse workforce. PowerU enhances Sunrun’s commitment to diversity and inclusion and strengthens investment in communities that are traditionally underrepresented in the industry’s workforce. Sunrun has set goals to reach gender and racial representation parity in manager and leadership roles by 2025. PowerU is designed to eliminate barriers and increase access to opportunity, which will enable talent attraction and retention, as well as career mobility for employees. With PowerU, Sunrun will uniquely offer the opportunity to train, work, and move-up in one of the fastest growing industries globally. Starting day-one of employment, all regular full-time and part-time Sunrun employees are eligible and will have access to an entire support system, including a team of certified education and career coaches who can help employees set goals, select programs, balance responsibilities, and evaluate career pathways. Recent Insider Transactions • Aug 07
Chief Financial Officer recently sold €275k worth of stock On the 4th of August, Thomas VonReichbauer sold around 6k shares on-market at roughly €44.75 per share. In the last 3 months, there was an even bigger sale from another insider worth €418k. Thomas has been a seller over the last 12 months, reducing personal holdings by €1.1m. Reported Earnings • Aug 06
Second quarter 2021 earnings released: US$0.20 loss per share (vs US$0.11 loss in 2Q 2020) The company reported a decent second quarter result with improved revenues, although losses increased and control over costs was weaker. Second quarter 2021 results: Revenue: US$401.2m (up 121% from 2Q 2020). Net loss: US$41.2m (loss widened 204% from 2Q 2020). Board Change • Jul 31
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Sonita Lontoh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Jun 20
Chief Operating Officer recently sold €418k worth of stock On the 17th of June, Christopher Dawson sold around 11k shares on-market at roughly €37.42 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Christopher has been a seller over the last 12 months, reducing personal holdings by €2.1m. Executive Departure • Jun 09
Independent Director Ellen Smith has left the company On the 3rd of June, Ellen Smith's tenure as Independent Director ended after less than a year in the role. As of March 2021, Ellen still personally held 4.05k shares (€204k worth at the time). Ellen is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.42 years. Reported Earnings • May 07
First quarter 2021 earnings released: US$0.12 loss per share (vs US$0.23 loss in 1Q 2020) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: US$334.8m (up 59% from 1Q 2020). Net loss: US$23.8m (loss narrowed 15% from 1Q 2020). Recent Insider Transactions • May 07
Chief Financial Officer recently sold €863k worth of stock On the 4th of May, Thomas VonReichbauer sold around 23k shares on-market at roughly €36.87 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. This was Thomas' only on-market trade for the last 12 months. Recent Insider Transactions • Apr 11
Director recently sold €3.9m worth of stock On the 8th of April, David Bywater sold around 85k shares on-market at roughly €45.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €29m more than they bought in the last 12 months. Recent Insider Transactions • Mar 21
Co-Founder recently sold €1.7m worth of stock On the 17th of March, Lynn Jurich sold around 34k shares on-market at roughly €49.53 per share. This was the largest sale by an insider in the last 3 months. Lynn has been a seller over the last 12 months, reducing personal holdings by €3.4m. Reported Earnings • Feb 28
Full year 2020 earnings released: US$1.24 loss per share (vs US$0.23 profit in FY 2019) The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$922.2m (up 7.4% from FY 2019). Net loss: US$173.4m (down US$199.7m from profit in FY 2019). Annuncio • Feb 18
Sunrun Expands Home Solar and Battery Offering to Miami Sunrun Inc. announced that its Brightbox rechargeable solar battery system is now available to residents of sunny Miami. Sunrun's Brightbox system stores clean energy produced from rooftop solar panels. During a power outage, Brightbox powers the home with backup electricity. The battery is charged by the sun every day so that people can keep their lights on even during multi-day outages. Sunrun's solar as a service product offering is a hassle-free way for people to take control of their electricity bills and have a reliable and predictable source of energy. Sunrun's service product also includes 24/7 monitoring, insurance and a warranty for the lifetime of the panels. Annuncio • Jan 26
Sunrun Inc. to Report Q4, 2020 Results on Feb 25, 2021 Sunrun Inc. announced that they will report Q4, 2020 results on Feb 25, 2021 Annuncio • Jan 22
Freedom Forever Chooses Sunrun to Expand Access to Home Solar and Batteries Across the Country Freedom Forever announced it has strengthened its partnership with Sunrun. Freedom Forever has selected Sunrun as its primary solar + battery as-a-service provider for the next three years as part of the partnership. The company will leverage Sunrun's industry-leading home solar and battery service offering, as well as its well-known and trusted brand with consumers to make affordable, clean, and reliable energy a reality for more American households. Freedom Forever's best in class operations and vast network of highly-trained independent sales dealers will use an industry-leading platform from Sunrun to help them reach more people and better provide affordable new products, including solar and battery offerings at no-money-down and a low monthly cost. Both companies share the belief that it's critical to move American homes towards smart, local, renewable energy as quickly, affordably, and efficiently as possible. The expanded partnership with Freedom Forever will expand Sunrun's footprint in existing markets, with plans to enter new markets together in the future. Freedom will use Sunrun's robust suite of technology for channel partners, such as Sunrun's leading sales process management and system design tools, to support homeowners as they make the transition to clean home solar and battery energy. Freedom Forever, the third-largest residential solar installer in the third quarter of this year (Wood Mackenzie), is known as a customer-centric, service-oriented company with unique offerings that give consumers confidence in the reliability of their home solar systems. Sunrun's solar and battery service offerings can be offered for no money down and affordable monthly payments, often for less than the price of traditional grid power. This will help Freedom Forever reach more customers, especially those that need it the most. By combining efforts, these two leading solar companies will make home solar and batteries more affordable and more appealing to a wider array of homeowners, opening up new access to solar and moving the United States forward on the path to displacing fossil fuels altogether.