View ValuationSunrun 将来の成長Future 基準チェック /06Sunrunの収益は年間27.1%で減少すると予測されていますが、年間収益は年間5.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に2.3% 35.5%なると予測されています。主要情報-27.1%収益成長率-35.47%EPS成長率Electrical 収益成長27.1%収益成長率5.7%将来の株主資本利益率2.27%アナリストカバレッジGood最終更新日12 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 16Sunrun Inc., Annual General Meeting, May 28, 2026Sunrun Inc., Annual General Meeting, May 28, 2026.お知らせ • Apr 08Sunrun Inc. to Report Q1, 2026 Results on May 06, 2026Sunrun Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Jan 28Sunrun Inc. to Report Q4, 2025 Results on Feb 26, 2026Sunrun Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026お知らせ • Nov 07Sunrun Inc. Appoints Craig Cornelius to Its Board of Directors, Effective November 6, 2025On 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.お知らせ • Oct 14Sunrun Inc. to Report Q3, 2025 Results on Nov 06, 2025Sunrun Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025Board Change • Aug 18Insufficient new directorsThere 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.お知らせ • Jul 14Sunrun Inc. to Report Q2, 2025 Results on Aug 06, 2025Sunrun Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • May 08Sunrun Introduces Sunrun Flex, A Superior Solar and Storage Solution for ConsumersSunrun introduced Sunrun Flex™?, the first solar and battery storage solution designed to adapt to customers' changing energy needs. This new offering marks the first significant financial innovation in the solar industry in nearly two decades, since Sunrun introduced the residential Power Purchase Agreement in 2007. Flex is a smarter way to design solar energy for homes with protection against increased energy use from life events, such as growing a family or purchasing an electric vehicle. Customers enjoy a predictable monthly minimum payment, while only paying for extra energy above their pre-solar consumption baseline when they use it at a low, locked-in Flex Rate. Flex households also benefit from battery backup during outages and the exclusive opportunity to earn Sunrun Rollover Credits--the first offering of its kind in the solar industry. Until now, home solar systems were designed to either match a household's current energy usage or be oversized in anticipation of future needs--pot potentially resulting in either unmet needs as energy usage increases or generating solar energy that is not used immediately. Flex removes any uncertainty, offering a solution that fits families' needs now and in the future. Key benefits with Sunrun Flex include: Cost Predictability: Customers enjoy predictable, affordable monthly payments, with the ability to "flex" their energy usage as life changes--all while knowing exactly what their cost per kilowatt hour will be. Rollover Credits: When customers use less energy than their baseline, they earn credits they can then apply when they use more energy in the future. This allows customers to bank credits during months of less energy demand and apply them later when they exceed their baseline. Premium Storage: Sunrun Flex comes standard with premium battery storage, providing most homes with full backup energy protection during outages and helping customers avoid peak utility rates by using stored solar power in the evenings. Grid Services: Flex customers are enrolled in Sunrun's grid services programs and are compensated for participating, where available. Performance Guarantee: Every Sunrun Flex subscription includes 24/7 system monitoring, free maintenance and repairs, a solar performance and battery health guarantee, and Flex Guarantee, which ensures a customer will not pay Sunrun more than the panels produce annually.お知らせ • May 01Sunrun Inc., Annual General Meeting, Jun 11, 2025Sunrun Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Apr 15Sunrun Inc. to Report Q1, 2025 Results on May 07, 2025Sunrun Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Feb 28Sunrun Inc. Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024Sunrun Inc. announced Impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company announced Goodwill Impairment of $3,122,168,000.お知らせ • Feb 13Sunrun Inc. Appoints Maria Barak as Chief Accounting OfficerOn February 6, 2025, the Board of Directors of Sunrun Inc. approved the appointment of Ms. Maria Barak as the Company’s Chief Accounting Officer, effective immediately. In this role, she will serve as the Company’s Principal Accounting Officer. Mr. Danny Abajian served as the Principal Accounting Officer through the date of Ms. Barak’s appointment and will continue to serve as the Company’s Principal Financial Officer. Ms. Barak joined the Company as the Director of Accounting, Strategic Partnerships in August 2017, and served as the Company’s VP, Corporate Controller from March 2023 to February 2025, until becoming the Chief Accounting Officer. Previously, Ms. Barak was an independent accounting professional. She started her career with Deloitte & Touche. Ms. Barak is a Certified Public Accountant with an M.B.A. from the University of California, Berkeley, Haas School of Business and a B.A. in Business Economics with an Accounting Emphasis from University of California, Santa Barbara. Ms. Barak is 42 years old.お知らせ • Jan 23Sunrun Inc. to Report Q4, 2024 Results on Feb 27, 2025Sunrun Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025お知らせ • Dec 26Sunrun Inc. Announces Board ChangesOn 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.Reported Earnings • Nov 09Third quarter 2024 earnings released: US$0.37 loss per share (vs US$4.92 loss in 3Q 2023)Third quarter 2024 results: US$0.37 loss per share (improved from US$4.92 loss in 3Q 2023). Revenue: US$537.2m (down 4.6% from 3Q 2023). Net loss: US$83.8m (loss narrowed 92% from 3Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.2% 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 37 percentage points per year, which is a significant difference in performance.お知らせ • Oct 30Sunrun Inc. Appoints John Trinta as Member of the Board of Directors and Audit Committee of the BoardSunrun 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.お知らせ • Oct 08Sunrun Inc. to Report Q3, 2024 Results on Nov 07, 2024Sunrun Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.63 (vs US$0.26 in 2Q 2023)Second quarter 2024 results: EPS: US$0.63 (up from US$0.26 in 2Q 2023). Revenue: US$523.9m (down 11% from 2Q 2023). Net income: US$139.1m (up 151% from 2Q 2023). Profit margin: 27% (up from 9.4% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% 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 63 percentage points per year, which is a significant difference in performance.お知らせ • Jul 11Sunrun Inc. to Report Q2, 2024 Results on Aug 06, 2024Sunrun Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024お知らせ • Jul 03+ 3 more updatesSunrun Inc.(NasdaqGS:RUN) dropped from Russell Midcap Value IndexSunrun Inc.(NasdaqGS:RUN) dropped from Russell Midcap Value IndexBoard Change • Jul 01Insufficient new directorsThere 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. 5 highly experienced directors. Independent Director Manjula Talreja was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jun 14Independent Director recently sold €302k worth of stockOn the 10th of June, Katherine August-deWilde sold around 24k shares on-market at roughly €12.79 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Reported Earnings • May 09First quarter 2024 earnings released: US$0.40 loss per share (vs US$1.12 loss in 1Q 2023)First quarter 2024 results: US$0.40 loss per share (improved from US$1.12 loss in 1Q 2023). Revenue: US$458.2m (down 22% from 1Q 2023). Net loss: US$87.8m (loss narrowed 64% from 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.9% 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 55 percentage points per year, which is a significant difference in performance.New Risk • Apr 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.4b free cash flow). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$99m net loss in 3 years). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).お知らせ • Apr 12Sunrun Inc. to Report Q1, 2024 Results on May 08, 2024Sunrun Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024Recent Insider Transactions • Apr 12CEO & Director recently sold €251k worth of stockOn the 8th of April, Mary Powell sold around 23k shares on-market at roughly €11.12 per share. This transaction amounted to 13% 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 €629k.New Risk • Feb 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.4b free cash flow). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$193m net loss in 3 years). Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€344k sold).Reported Earnings • Feb 22Full year 2023 earnings released: US$7.41 loss per share (vs US$0.82 profit in FY 2022)Full year 2023 results: US$7.41 loss per share (down from US$0.82 profit in FY 2022). Revenue: US$2.26b (down 2.7% from FY 2022). Net loss: US$1.60b (down US$1.78b from profit in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.1% 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 30 percentage points per year, which is a significant difference in performance.お知らせ • Jan 13Sunrun Inc. to Report Q4, 2023 Results on Feb 21, 2024Sunrun Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024New Risk • Nov 07New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$1.2b Forecast net loss in 3 years: US$122m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.5b free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$122m net loss in 3 years). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€342k sold).New Risk • Nov 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.5b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$59m net loss in 3 years). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€342k sold).New Risk • Nov 02New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$1.2b Forecast net loss in 3 years: US$19m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.5b free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$19m net loss in 3 years). Significant insider selling over the past 3 months (€342k sold).Reported Earnings • Nov 02Third quarter 2023 earnings released: US$4.92 loss per share (vs US$0.99 profit in 3Q 2022)Third quarter 2023 results: US$4.92 loss per share (down from US$0.99 profit in 3Q 2022). Revenue: US$563.2m (down 11% from 3Q 2022). Net loss: US$1.07b (down US$1.28b from profit in 3Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.32, the stock trades at a trailing P/E ratio of 21.7x. Average forward P/E is 13x in the Electrical industry in Europe. Total loss to shareholders of 82% over the past three years.New Risk • Oct 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% 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). Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€342k sold).お知らせ • Oct 05Sunrun Inc. to Report Q3, 2023 Results on Nov 01, 2023Sunrun Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.64, the stock trades at a trailing P/E ratio of 25.8x. Average forward P/E is 14x in the Electrical industry in Europe. Total loss to shareholders of 86% over the past three years.お知らせ • Sep 27Sunrun Appoints Rachit Srivastava as Head of Artificial IntelligenceSunrun 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.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% 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). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings are forecast to decline by an average of 2.2% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€521k sold).New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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 25% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€521k sold).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.26 (vs US$0.059 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.26 (up from US$0.059 loss in 2Q 2022). Revenue: US$590.2m (up 1.0% from 2Q 2022). Net income: US$55.5m (up US$67.9m from 2Q 2022). Profit margin: 9.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Jul 28Sunrun Stands Ready for New Emergency Demand Response Program in Puerto Rico as Energy Instability Continues to Plague Local ResidentsSunrun 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.お知らせ • Jun 30Sunrun Inc. to Report Q2, 2023 Results on Aug 02, 2023Sunrun Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023Reported Earnings • May 04First 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. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 19Key Executive recently sold €114k worth of stockOn 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 15CEO & Director recently sold €443k worth of stockOn 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 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €18.70, 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 returns to shareholders of 101% over the past three years.Reported Earnings • Feb 24Full 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 9.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Jan 31Sunrun Inc. to Report Q4, 2022 Results on Feb 22, 2023Sunrun Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €25.09, 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 returns to shareholders of 96% over the past three years.Recent Insider Transactions • Dec 18Co-Founder recently sold €141k worth of stockOn 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. In the last 3 months, they made an even bigger sale worth €323k. Lynn has been a net seller over the last 12 months, reducing personal holdings by €955k.Recent Insider Transactions • Dec 11Chief Legal & People Officer recently sold €79k worth of stockOn 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 05CEO & Director recently sold €57k worth of stockOn 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 03Third 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. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Recent Insider Transactions • Sep 21Co-Founder recently sold €323k worth of stockOn 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 04CEO & Director recently sold €248k worth of stockOn 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.Reported Earnings • Aug 04Second 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Jun 20Co-Founder recently sold €175k worth of stockOn 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 08Chief Financial Officer recently sold €110k worth of stockOn 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 06First 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Mar 13Key Executive recently sold €71k worth of stockOn 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 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Feb 10Chief Financial Officer recently sold €91k worth of stockOn 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 25Insider recently sold €335k worth of stockOn 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 06Insufficient new directorsThere 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 10Chief Financial Officer recently sold €306k worth of stockOn 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 05Third 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 180 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Sep 20Chief Operating Officer recently sold €406k worth of stockOn 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.Recent Insider Transactions • Aug 07Chief Financial Officer recently sold €275k worth of stockOn 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 06Second 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). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 181 percentage points per year, which is a significant difference in performance.Board Change • Jul 31Insufficient new directorsThere 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 20Chief Operating Officer recently sold €418k worth of stockOn 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 09Independent Director Ellen Smith has left the companyOn 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 (€208k 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 08First 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). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 188 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • May 07Chief Financial Officer recently sold €863k worth of stockOn 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 11Director recently sold €3.9m worth of stockOn 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 21Co-Founder recently sold €1.7m worth of stockOn 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.Is New 90 Day High Low • Mar 05New 90-day low: €43.55The company is down 7.0% from its price of €46.78 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 15% over the same period.Reported Earnings • Feb 28Full 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). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 223 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 49%, compared to a 15% growth forecast for the Electrical industry in Germany.Is New 90 Day High Low • Jan 07New 90-day high: €69.10The company is up 15% from its price of €59.91 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 34% over the same period.Recent Insider Transactions • Dec 19Co-Founder recently sold €820k worth of stockOn the 15th of December, Lynn Jurich sold around 16k shares on-market at roughly €50.82 per share. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Lynn has been a seller over the last 12 months, reducing personal holdings by €2.0m.Recent Insider Transactions • Dec 02Independent Director recently sold €760k worth of stockOn the 25th of November, Alan Ferber sold around 14k shares on-market at roughly €55.87 per share. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months.Recent Insider Transactions • Nov 14Director recently sold €7.6m worth of stockOn the 12th of November, David Bywater sold around 158k shares on-market at roughly €48.15 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 50%, compared to a 17% growth forecast for the Electrical industry in Germany.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.30The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: US$209.8m (down 2.7% from 3Q 2019). Net income: US$37.4m (up 29% from 3Q 2019). Profit margin: 18% (up from 13% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 89% per year but the company’s share price has increased by 116% per year, which means it is well ahead of earnings.お知らせ • Oct 13Sunrun Inc. to Report Q3, 2020 Results on Nov 05, 2020Sunrun Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020お知らせ • Oct 10+ 1 more updateSunrun Inc. Announces Board AppointmentsSunrun Inc. announced that it board increased the number of directors on the Sunrun board from seven to nine and appointed each of David Bywater (designated as a Sunrun Class I director) and Ellen S. Smith (designated as a Sunrun Class III director) to serve as members of the Sunrun board of directors. Mr. Bywater has served as Vivint Solar’s chief executive officer since December 2016. Mr. Bywater also served as Vivint Solar’s interim president and chief executive officer from May 2016 until his appointment as Vivint Solar’s permanent chief executive officer in December of 2016. Prior to joining Vivint Solar, Mr. Bywater served as the chief operating officer of Vivint Inc. since July 2013. Prior to that, Mr. Bywater served as executive vice president and corporate officer for Xerox Corporation, and was the chief operating officer of its State Government Services from 2010 to July 2013. Prior to that, from 2003 to 2010, Mr. Bywater worked at Affiliated Computer Services. From 1999 to 2003, Mr. Bywater was a senior manager at Bain & Company. Ms. Smith is a senior managing director, corporate finance, power and utilities at FTI Consulting Inc., which she joined in 2013. Prior to joining FTI Consulting Inc., Ms. Smith was executive vice president and chief operations officer at National Grid, USA, from 2009 to 2013. Before that, she worked for Hess Corp, Pratt & Whitney and General Electric Power Systems. Ms. Smith currently serves on the board of trustees of Union College, and she previously served on the board of directors of National Grid USA from 2009 to 2013 and Granite Services from 1994 to 1996.業績と収益の成長予測DB:3S9 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,696129-4,626-1021212/31/20273,284125-3,271-2592012/31/20263,053380-2,547-231183/31/20263,175565-2,577-307N/A12/31/20252,957448-2,922-421N/A9/30/20252,317-2,467-3,661-777N/A6/30/20252,129-2,568-3,716-811N/A3/31/20252,084-2,708-3,544-727N/A12/31/20242,038-2,846-3,467-766N/A9/30/20242,036-383-3,189-624N/A6/30/20242,062-1,368-3,073-531N/A3/31/20242,128-1,452-3,161-525N/A12/31/20232,260-1,604-3,429-821N/A9/30/20232,352-1,189-3,480-1,009N/A6/30/20232,42191-3,312-1,036N/A3/31/20232,41523-3,126-1,032N/A12/31/20222,321176-2,860-849N/A9/30/20222,14772-2,806-825N/A6/30/20221,954-115-2,790-916N/A3/31/20221,771-143-2,644-888N/A12/31/20211,610-79-2,503-817N/A9/30/20211,495-210-2,233-687N/A6/30/20211,266-197-1,884-521N/A3/31/20211,046-169-1,503-387N/A12/31/2020922-173-1,288-318N/A9/30/20208468-1,112-265N/A6/30/20208520-1,103-300N/A3/31/202087512-1,182-333N/A12/31/201985926N/A-204N/A9/30/20198558N/A-128N/A6/30/2019844-24N/A-61N/A3/31/2019810-15N/A-5N/A12/31/201876027N/A-62N/A9/30/2018672102N/A-73N/A6/30/2018612133N/A-105N/A3/31/2018572144N/A-104N/A12/31/2017533125N/A-96N/A9/30/201750185N/A-87N/A6/30/201746874N/A-101N/A3/31/201746088N/A-111N/A12/31/201647775N/A-200N/A9/30/201643348N/A-161N/A6/30/20164043N/A-159N/A3/31/2016354-30N/A-180N/A12/31/2015305-53N/A-105N/A9/30/2015265-65N/A-84N/A6/30/2015239-52N/A-63N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3S9の収益は今後 3 年間で減少すると予測されています (年間-27.1% )。収益対市場: 3S9の収益は今後 3 年間で減少すると予測されています (年間-27.1% )。高成長収益: 3S9の収益は今後 3 年間で減少すると予測されています。収益対市場: 3S9の収益 ( 5.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 3S9の収益 ( 5.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3S9の 自己資本利益率 は、3年後には低くなると予測されています ( 2.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 20:42終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sunrun Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関Christine ChoBarclaysMoses SuttonBarclaysMoses SuttonBarclays34 その他のアナリストを表示
お知らせ • Apr 16Sunrun Inc., Annual General Meeting, May 28, 2026Sunrun Inc., Annual General Meeting, May 28, 2026.
お知らせ • Apr 08Sunrun Inc. to Report Q1, 2026 Results on May 06, 2026Sunrun Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Jan 28Sunrun Inc. to Report Q4, 2025 Results on Feb 26, 2026Sunrun Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
お知らせ • Nov 07Sunrun Inc. Appoints Craig Cornelius to Its Board of Directors, Effective November 6, 2025On 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.
お知らせ • Oct 14Sunrun Inc. to Report Q3, 2025 Results on Nov 06, 2025Sunrun Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
Board Change • Aug 18Insufficient new directorsThere 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.
お知らせ • Jul 14Sunrun Inc. to Report Q2, 2025 Results on Aug 06, 2025Sunrun Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • May 08Sunrun Introduces Sunrun Flex, A Superior Solar and Storage Solution for ConsumersSunrun introduced Sunrun Flex™?, the first solar and battery storage solution designed to adapt to customers' changing energy needs. This new offering marks the first significant financial innovation in the solar industry in nearly two decades, since Sunrun introduced the residential Power Purchase Agreement in 2007. Flex is a smarter way to design solar energy for homes with protection against increased energy use from life events, such as growing a family or purchasing an electric vehicle. Customers enjoy a predictable monthly minimum payment, while only paying for extra energy above their pre-solar consumption baseline when they use it at a low, locked-in Flex Rate. Flex households also benefit from battery backup during outages and the exclusive opportunity to earn Sunrun Rollover Credits--the first offering of its kind in the solar industry. Until now, home solar systems were designed to either match a household's current energy usage or be oversized in anticipation of future needs--pot potentially resulting in either unmet needs as energy usage increases or generating solar energy that is not used immediately. Flex removes any uncertainty, offering a solution that fits families' needs now and in the future. Key benefits with Sunrun Flex include: Cost Predictability: Customers enjoy predictable, affordable monthly payments, with the ability to "flex" their energy usage as life changes--all while knowing exactly what their cost per kilowatt hour will be. Rollover Credits: When customers use less energy than their baseline, they earn credits they can then apply when they use more energy in the future. This allows customers to bank credits during months of less energy demand and apply them later when they exceed their baseline. Premium Storage: Sunrun Flex comes standard with premium battery storage, providing most homes with full backup energy protection during outages and helping customers avoid peak utility rates by using stored solar power in the evenings. Grid Services: Flex customers are enrolled in Sunrun's grid services programs and are compensated for participating, where available. Performance Guarantee: Every Sunrun Flex subscription includes 24/7 system monitoring, free maintenance and repairs, a solar performance and battery health guarantee, and Flex Guarantee, which ensures a customer will not pay Sunrun more than the panels produce annually.
お知らせ • May 01Sunrun Inc., Annual General Meeting, Jun 11, 2025Sunrun Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Apr 15Sunrun Inc. to Report Q1, 2025 Results on May 07, 2025Sunrun Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Feb 28Sunrun Inc. Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024Sunrun Inc. announced Impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company announced Goodwill Impairment of $3,122,168,000.
お知らせ • Feb 13Sunrun Inc. Appoints Maria Barak as Chief Accounting OfficerOn February 6, 2025, the Board of Directors of Sunrun Inc. approved the appointment of Ms. Maria Barak as the Company’s Chief Accounting Officer, effective immediately. In this role, she will serve as the Company’s Principal Accounting Officer. Mr. Danny Abajian served as the Principal Accounting Officer through the date of Ms. Barak’s appointment and will continue to serve as the Company’s Principal Financial Officer. Ms. Barak joined the Company as the Director of Accounting, Strategic Partnerships in August 2017, and served as the Company’s VP, Corporate Controller from March 2023 to February 2025, until becoming the Chief Accounting Officer. Previously, Ms. Barak was an independent accounting professional. She started her career with Deloitte & Touche. Ms. Barak is a Certified Public Accountant with an M.B.A. from the University of California, Berkeley, Haas School of Business and a B.A. in Business Economics with an Accounting Emphasis from University of California, Santa Barbara. Ms. Barak is 42 years old.
お知らせ • Jan 23Sunrun Inc. to Report Q4, 2024 Results on Feb 27, 2025Sunrun Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Dec 26Sunrun Inc. Announces Board ChangesOn 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.
Reported Earnings • Nov 09Third quarter 2024 earnings released: US$0.37 loss per share (vs US$4.92 loss in 3Q 2023)Third quarter 2024 results: US$0.37 loss per share (improved from US$4.92 loss in 3Q 2023). Revenue: US$537.2m (down 4.6% from 3Q 2023). Net loss: US$83.8m (loss narrowed 92% from 3Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.2% 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 37 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 30Sunrun Inc. Appoints John Trinta as Member of the Board of Directors and Audit Committee of the BoardSunrun 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.
お知らせ • Oct 08Sunrun Inc. to Report Q3, 2024 Results on Nov 07, 2024Sunrun Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.63 (vs US$0.26 in 2Q 2023)Second quarter 2024 results: EPS: US$0.63 (up from US$0.26 in 2Q 2023). Revenue: US$523.9m (down 11% from 2Q 2023). Net income: US$139.1m (up 151% from 2Q 2023). Profit margin: 27% (up from 9.4% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% 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 63 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 11Sunrun Inc. to Report Q2, 2024 Results on Aug 06, 2024Sunrun Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
お知らせ • Jul 03+ 3 more updatesSunrun Inc.(NasdaqGS:RUN) dropped from Russell Midcap Value IndexSunrun Inc.(NasdaqGS:RUN) dropped from Russell Midcap Value Index
Board Change • Jul 01Insufficient new directorsThere 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. 5 highly experienced directors. Independent Director Manjula Talreja was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jun 14Independent Director recently sold €302k worth of stockOn the 10th of June, Katherine August-deWilde sold around 24k shares on-market at roughly €12.79 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Reported Earnings • May 09First quarter 2024 earnings released: US$0.40 loss per share (vs US$1.12 loss in 1Q 2023)First quarter 2024 results: US$0.40 loss per share (improved from US$1.12 loss in 1Q 2023). Revenue: US$458.2m (down 22% from 1Q 2023). Net loss: US$87.8m (loss narrowed 64% from 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.9% 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 55 percentage points per year, which is a significant difference in performance.
New Risk • Apr 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.4b free cash flow). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$99m net loss in 3 years). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).
お知らせ • Apr 12Sunrun Inc. to Report Q1, 2024 Results on May 08, 2024Sunrun Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024
Recent Insider Transactions • Apr 12CEO & Director recently sold €251k worth of stockOn the 8th of April, Mary Powell sold around 23k shares on-market at roughly €11.12 per share. This transaction amounted to 13% 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 €629k.
New Risk • Feb 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.4b free cash flow). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$193m net loss in 3 years). Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€344k sold).
Reported Earnings • Feb 22Full year 2023 earnings released: US$7.41 loss per share (vs US$0.82 profit in FY 2022)Full year 2023 results: US$7.41 loss per share (down from US$0.82 profit in FY 2022). Revenue: US$2.26b (down 2.7% from FY 2022). Net loss: US$1.60b (down US$1.78b from profit in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.1% 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 30 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 13Sunrun Inc. to Report Q4, 2023 Results on Feb 21, 2024Sunrun Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
New Risk • Nov 07New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$1.2b Forecast net loss in 3 years: US$122m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.5b free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$122m net loss in 3 years). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€342k sold).
New Risk • Nov 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.5b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$59m net loss in 3 years). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (€342k sold).
New Risk • Nov 02New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$1.2b Forecast net loss in 3 years: US$19m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$3.5b free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$19m net loss in 3 years). Significant insider selling over the past 3 months (€342k sold).
Reported Earnings • Nov 02Third quarter 2023 earnings released: US$4.92 loss per share (vs US$0.99 profit in 3Q 2022)Third quarter 2023 results: US$4.92 loss per share (down from US$0.99 profit in 3Q 2022). Revenue: US$563.2m (down 11% from 3Q 2022). Net loss: US$1.07b (down US$1.28b from profit in 3Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.32, the stock trades at a trailing P/E ratio of 21.7x. Average forward P/E is 13x in the Electrical industry in Europe. Total loss to shareholders of 82% over the past three years.
New Risk • Oct 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% 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). Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€342k sold).
お知らせ • Oct 05Sunrun Inc. to Report Q3, 2023 Results on Nov 01, 2023Sunrun Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.64, the stock trades at a trailing P/E ratio of 25.8x. Average forward P/E is 14x in the Electrical industry in Europe. Total loss to shareholders of 86% over the past three years.
お知らせ • Sep 27Sunrun Appoints Rachit Srivastava as Head of Artificial IntelligenceSunrun 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.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% 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). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings are forecast to decline by an average of 2.2% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€521k sold).
New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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 25% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Significant insider selling over the past 3 months (€521k sold).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.26 (vs US$0.059 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.26 (up from US$0.059 loss in 2Q 2022). Revenue: US$590.2m (up 1.0% from 2Q 2022). Net income: US$55.5m (up US$67.9m from 2Q 2022). Profit margin: 9.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28Sunrun Stands Ready for New Emergency Demand Response Program in Puerto Rico as Energy Instability Continues to Plague Local ResidentsSunrun 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.
お知らせ • Jun 30Sunrun Inc. to Report Q2, 2023 Results on Aug 02, 2023Sunrun Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
Reported Earnings • May 04First 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. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 19Key Executive recently sold €114k worth of stockOn 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 15CEO & Director recently sold €443k worth of stockOn 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 11Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €18.70, 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 returns to shareholders of 101% over the past three years.
Reported Earnings • Feb 24Full 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 9.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Jan 31Sunrun Inc. to Report Q4, 2022 Results on Feb 22, 2023Sunrun 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 • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €25.09, 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 returns to shareholders of 96% over the past three years.
Recent Insider Transactions • Dec 18Co-Founder recently sold €141k worth of stockOn 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. In the last 3 months, they made an even bigger sale worth €323k. Lynn has been a net seller over the last 12 months, reducing personal holdings by €955k.
Recent Insider Transactions • Dec 11Chief Legal & People Officer recently sold €79k worth of stockOn 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 05CEO & Director recently sold €57k worth of stockOn 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 03Third 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. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Sep 21Co-Founder recently sold €323k worth of stockOn 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 04CEO & Director recently sold €248k worth of stockOn 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.
Reported Earnings • Aug 04Second 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Jun 20Co-Founder recently sold €175k worth of stockOn 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 08Chief Financial Officer recently sold €110k worth of stockOn 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 06First 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Mar 13Key Executive recently sold €71k worth of stockOn 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 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Feb 10Chief Financial Officer recently sold €91k worth of stockOn 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 25Insider recently sold €335k worth of stockOn 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 06Insufficient new directorsThere 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 10Chief Financial Officer recently sold €306k worth of stockOn 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 05Third 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 180 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Sep 20Chief Operating Officer recently sold €406k worth of stockOn 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.
Recent Insider Transactions • Aug 07Chief Financial Officer recently sold €275k worth of stockOn 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 06Second 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). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 181 percentage points per year, which is a significant difference in performance.
Board Change • Jul 31Insufficient new directorsThere 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 20Chief Operating Officer recently sold €418k worth of stockOn 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 09Independent Director Ellen Smith has left the companyOn 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 (€208k 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 08First 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). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 188 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • May 07Chief Financial Officer recently sold €863k worth of stockOn 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 11Director recently sold €3.9m worth of stockOn 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 21Co-Founder recently sold €1.7m worth of stockOn 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.
Is New 90 Day High Low • Mar 05New 90-day low: €43.55The company is down 7.0% from its price of €46.78 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 15% over the same period.
Reported Earnings • Feb 28Full 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). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 223 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 49%, compared to a 15% growth forecast for the Electrical industry in Germany.
Is New 90 Day High Low • Jan 07New 90-day high: €69.10The company is up 15% from its price of €59.91 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 34% over the same period.
Recent Insider Transactions • Dec 19Co-Founder recently sold €820k worth of stockOn the 15th of December, Lynn Jurich sold around 16k shares on-market at roughly €50.82 per share. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Lynn has been a seller over the last 12 months, reducing personal holdings by €2.0m.
Recent Insider Transactions • Dec 02Independent Director recently sold €760k worth of stockOn the 25th of November, Alan Ferber sold around 14k shares on-market at roughly €55.87 per share. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 14Director recently sold €7.6m worth of stockOn the 12th of November, David Bywater sold around 158k shares on-market at roughly €48.15 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 50%, compared to a 17% growth forecast for the Electrical industry in Germany.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.30The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: US$209.8m (down 2.7% from 3Q 2019). Net income: US$37.4m (up 29% from 3Q 2019). Profit margin: 18% (up from 13% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 89% per year but the company’s share price has increased by 116% per year, which means it is well ahead of earnings.
お知らせ • Oct 13Sunrun Inc. to Report Q3, 2020 Results on Nov 05, 2020Sunrun Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020
お知らせ • Oct 10+ 1 more updateSunrun Inc. Announces Board AppointmentsSunrun Inc. announced that it board increased the number of directors on the Sunrun board from seven to nine and appointed each of David Bywater (designated as a Sunrun Class I director) and Ellen S. Smith (designated as a Sunrun Class III director) to serve as members of the Sunrun board of directors. Mr. Bywater has served as Vivint Solar’s chief executive officer since December 2016. Mr. Bywater also served as Vivint Solar’s interim president and chief executive officer from May 2016 until his appointment as Vivint Solar’s permanent chief executive officer in December of 2016. Prior to joining Vivint Solar, Mr. Bywater served as the chief operating officer of Vivint Inc. since July 2013. Prior to that, Mr. Bywater served as executive vice president and corporate officer for Xerox Corporation, and was the chief operating officer of its State Government Services from 2010 to July 2013. Prior to that, from 2003 to 2010, Mr. Bywater worked at Affiliated Computer Services. From 1999 to 2003, Mr. Bywater was a senior manager at Bain & Company. Ms. Smith is a senior managing director, corporate finance, power and utilities at FTI Consulting Inc., which she joined in 2013. Prior to joining FTI Consulting Inc., Ms. Smith was executive vice president and chief operations officer at National Grid, USA, from 2009 to 2013. Before that, she worked for Hess Corp, Pratt & Whitney and General Electric Power Systems. Ms. Smith currently serves on the board of trustees of Union College, and she previously served on the board of directors of National Grid USA from 2009 to 2013 and Granite Services from 1994 to 1996.