Sunrun (RUN) Change in Inventory (2014 - 2026)

Sunrun (RUN) posted Change in Inventory of -$30.9 million for Q1 2026, up 55.03% on a QoQ basis from -$68.7 million in Q4 2025, and down 350.82% year-over-year from $12.3 million in Q1 2025.

Sunrun (RUN) Change in Inventory (2014 - 2026) Analysis & Trends

Sunrun's Change in Inventory history runs 13 years deep, the most recent figure standing at -$30.9 million for Q1 2026.

  • Quarterly Change in Inventory fell 350.82% year-over-year to -$30.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $56.0 million (up 2225.12% YoY) and the FY2025 annual result came in at $99.2 million, up 272.04% from the prior year.
  • Change in Inventory was -$30.9 million for Q1 2026 at Sunrun, up from -$68.7 million in the prior quarter.
  • Across five years, Change in Inventory topped out at $194.8 million in Q4 2022 and bottomed at -$202.1 million in Q4 2023.
  • A 5-year average of -$2.1 million and a median of -$8.5 million in 2022 frame the typical range for Change in Inventory.
  • Annual changes were most pronounced in 2023 — Change in Inventory plunged 1027.59% — and 2025, when it surged 831.54%.
  • Sunrun's Change in Inventory stood at $194.8 million in 2022, then sank by 203.72% to -$202.1 million in 2023, then jumped by 129.56% to $59.7 million in 2024, then sank by 215.01% to -$68.7 million in 2025, then jumped by 55.03% to -$30.9 million in 2026.
  • Business Quant data shows RUN's Change in Inventory at -$30.9 million in Q1 2026, -$68.7 million in Q4 2025, and $78.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 First Solar 22.08 Bn 19.65 Bn 486.13 Mn 143.82 Mn
2 Nextpower 15.32 Bn 14.23 Bn 297.38 Mn -
3 Enphase Energy 4.98 Bn 4.05 Bn 100.39 Mn 2.65 Mn
4 JinkoSolar Holding 3.20 Bn -107.75 Mn 147.66 Mn -
5 Solaredge Technologies 2.60 Bn 2.04 Bn 68.28 Mn 38.34 Mn
6 Sunrun 2.35 Bn 687.09 Mn 407.49 Mn -30.90 Mn
7 Shoals Technologies 1.55 Bn 1.55 Bn 41.01 Mn 69.63 Mn
8 Canadian Solar 925.64 Mn 166.07 Mn 124.40 Mn -
9 Array Technologies 843.55 Mn 642.85 Mn 63.00 Mn -
10 Toyo 182.74 Mn 106.10 Mn 47.76 Mn -

Historic Data

Download Data
DateValue
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