Sunrun Inc.
RUNintermediarySunrun is the largest US residential solar and storage company, serving over 900,000 customers through leases, PPAs, and direct sales. Its Brightbox product bundles solar with home batteries, and its virtual power plant program aggregates distributed energy for grid services.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($2.3B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Rooftop solar leases and power purchase agreements (PPAs) for homeowners
Bundled solar panel and home battery system for energy independence
Outright solar system sales and third-party loan origination
Aggregated home batteries dispatched to grid operators as VPP capacity
Supply Chain Relationships
Key Suppliers
Microinverters for residential solar installations
Impact: High — Enphase primary inverter supplier
String inverters and optimizers
Impact: Medium — secondary inverter option
Solar modules for utility-scale and larger residential projects
Impact: Low — residential modules primarily from others
Macro & Market Context
유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발
WTI 유가
Henry Hub 천연가스
미국 LNG 수출
OPEC+ 감산 준수율
Upcoming Catalysts
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Sunrun Inc..
Company Info
Cascade Position
Role in Cascade
mid cap
Typical Delay
1-3 trading days
Sunrun is the largest US residential solar installer; strong IRA incentives reduce customer acquisition costs and boost lease economics.
View Full CascadeSector Overview — 에너지
Sector News유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발
WTI 유가
Henry Hub 천연가스
미국 LNG 수출
OPEC+ 감산 준수율
Key Themes
- •AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
- •LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
- •유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속
Upcoming Catalysts
- ◆OPEC+ 생산 정책 회의 (2026.06)
- ◆XOM·CVX·COP Q1 실적 (2026.04)