Sunrun (RUN) Change in Inventory (2014 - 2026)
Sunrun (RUN) reported Change in Inventory of -$30.9 million for Q1 2026, down 350.82% on a YoY basis from $12.3 million in Q1 2025, and up 55.03% quarter-over-quarter from -$68.7 million in Q4 2025.
Sunrun (RUN) Change in Inventory (2014 - 2026) Analysis & Trends
Sunrun has reported Change in Inventory for 13 years, with the latest figure at -$30.9 million in Q1 2026.
- For the quarter ending Q1 2026, Change in Inventory fell 350.82% year-over-year to -$30.9 million; the trailing twelve-month figure through Mar 2026 stood at $56.0 million (up 2225.12% YoY), and the FY2025 full-year result was $99.2 million, up 272.04% from the prior year.
- Change in Inventory for Q1 2026 stood at -$30.9 million, up from -$68.7 million in the prior quarter.
- The five-year high for Change in Inventory was $194.8 million in Q4 2022, with the low at -$202.1 million in Q4 2023.
- Historically, Change in Inventory has averaged -$2.1 million across 5 years, with a median of -$8.5 million in 2022.
- Annual changes were most pronounced in 2023 — Change in Inventory sank 1027.59% — and 2025, when it surged 831.54%.
- Sunrun's Change in Inventory stood at $194.8 million in 2022, then tumbled by 203.72% to -$202.1 million in 2023, then surged by 129.56% to $59.7 million in 2024, then tumbled by 215.01% to -$68.7 million in 2025, then surged by 55.03% to -$30.9 million in 2026.
- The last three Change in Inventory figures came in at -$30.9 million (Q1 2026), -$68.7 million (Q4 2025), and $78.8 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | First Solar | 28.68 Bn | 26.25 Bn | 486.13 Mn | 143.82 Mn |
| 2 | Nextpower | 18.03 Bn | 16.93 Bn | 297.38 Mn | - |
| 3 | Enphase Energy | 7.16 Bn | 6.23 Bn | 100.39 Mn | 2.65 Mn |
| 4 | Solaredge Technologies | 3.68 Bn | 3.13 Bn | 68.28 Mn | 38.34 Mn |
| 5 | Sunrun | 3.02 Bn | 3.91 Bn | 543.70 Mn | -30.90 Mn |
| 6 | Shoals Technologies | 1.75 Bn | 1.75 Bn | 41.01 Mn | 69.63 Mn |
| 7 | Array Technologies | 1.19 Bn | 987.00 Mn | 63.00 Mn | - |
| 8 | JinkoSolar Holding | 596.69 Mn | 2.20 Bn | 147.66 Mn | - |
| 9 | Tigo Energy | 209.39 Mn | 197.82 Mn | 10.79 Mn | -6.37 Mn |
| 10 | Skycorp Solar | 110.38 Mn | 103.60 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -30.90 Mn |
| Mar 31, 2026 | -30.90 Mn |
| Dec 31, 2025 | -68.70 Mn |
| Dec 31, 2025 | -68.70 Mn |
| Sep 30, 2025 | 78.84 Mn |
| Sep 30, 2025 | 78.84 Mn |
| Jun 30, 2025 | 76.75 Mn |
| Jun 30, 2025 | 76.75 Mn |
| Mar 31, 2025 | 12.32 Mn |
| Mar 31, 2025 | 12.32 Mn |
| Dec 31, 2024 | 59.74 Mn |
| Dec 31, 2024 | 59.74 Mn |
| Sep 30, 2024 | -10.78 Mn |
| Sep 30, 2024 | -10.78 Mn |
| Jun 30, 2024 | -58.87 Mn |
| Jun 30, 2024 | -58.87 Mn |
| Mar 31, 2024 | -47.75 Mn |
| Mar 31, 2024 | -47.75 Mn |
| Dec 31, 2023 | -202.06 Mn |
| Dec 31, 2023 | -202.06 Mn |