KPIs & Operating Metrics(New)
Growth Metrics

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

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

Sunrun (RUN) has 13 years of Change in Inventory data on file, last reported 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.
  • Across five years, Change in Inventory topped out at $194.8 million in Q4 2022 and bottomed at -$202.1 million in Q4 2023.
  • The 5-year median for Change in Inventory is -$8.5 million (2022), against an average of -$2.1 million.
  • The widest annual swing landed in 2023, when Change in Inventory tumbled 1027.59%; it then surged 831.54% in 2025.
  • A 5-year view of Change in Inventory shows it stood at $194.8 million in 2022, then slumped by 203.72% to -$202.1 million in 2023, then soared by 129.56% to $59.7 million in 2024, then slumped by 215.01% to -$68.7 million in 2025, then soared 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 26.65 Bn 24.22 Bn 486.13 Mn 143.82 Mn
2 Nextpower 17.99 Bn 16.90 Bn 297.38 Mn -
3 Canadian Solar 15.11 Bn 15.69 Bn 124.40 Mn -
4 Enphase Energy 8.19 Bn 7.26 Bn 100.39 Mn 2.65 Mn
5 Solaredge Technologies 3.80 Bn 3.25 Bn 68.28 Mn 38.34 Mn
6 Sunrun 3.38 Bn 4.27 Bn 543.70 Mn -30.90 Mn
7 Shoals Technologies 1.60 Bn 1.60 Bn 41.01 Mn 69.63 Mn
8 Array Technologies 1.25 Bn 1.05 Bn 63.00 Mn -
9 JinkoSolar Holding 677.44 Mn 2.29 Bn 147.66 Mn -
10 Tigo Energy 288.14 Mn 276.56 Mn 10.79 Mn -6.37 Mn

Historic Data

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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
Sep 30, 2023 -129.94 Mn
Sep 30, 2023 -129.94 Mn
Jun 30, 2023 -96.15 Mn
Jun 30, 2023 -96.15 Mn
Mar 31, 2023 103.99 Mn
Mar 31, 2023 103.99 Mn
Dec 31, 2022 194.81 Mn
Dec 31, 2022 194.81 Mn
Sep 30, 2022 41.68 Mn
Sep 30, 2022 41.68 Mn
Jun 30, 2022 -8.53 Mn
Jun 30, 2022 -8.53 Mn
Mar 31, 2022 49.13 Mn
Mar 31, 2022 49.13 Mn
Dec 31, 2021 62.30 Mn
Dec 31, 2021 62.30 Mn
Sep 30, 2021 103.10 Mn
Sep 30, 2021 103.10 Mn
Jun 30, 2021 51.65 Mn
Jun 30, 2021 51.65 Mn
Mar 31, 2021 6.73 Mn
Mar 31, 2021 6.73 Mn
Dec 31, 2020 35.05 Mn
Dec 31, 2020 35.05 Mn
Sep 30, 2020 -32.54 Mn
Sep 30, 2020 -32.54 Mn
Jun 30, 2020 -47.11 Mn
Jun 30, 2020 -47.11 Mn
Mar 31, 2020 -2.96 Mn
Mar 31, 2020 -2.96 Mn
Dec 31, 2019 150.79 Mn
Dec 31, 2019 150.79 Mn
Sep 30, 2019 19.95 Mn
Sep 30, 2019 19.95 Mn
Jun 30, 2019 13.65 Mn
Jun 30, 2019 13.65 Mn
Mar 31, 2019 -3.28 Mn
Mar 31, 2019 -3.28 Mn
Dec 31, 2018 -16.51 Mn
Dec 31, 2018 -16.51 Mn
Sep 30, 2018 14.67 Mn
Sep 30, 2018 14.67 Mn
Jun 30, 2018 -6.60 Mn
Jun 30, 2018 -6.60 Mn
Mar 31, 2018 -6.53 Mn
Mar 31, 2018 -6.53 Mn
Dec 31, 2017 31.10 Mn
Dec 31, 2017 31.10 Mn
Sep 30, 2017 10.58 Mn
Sep 30, 2017 10.58 Mn
Jun 30, 2017 -6.86 Mn
Jun 30, 2017 -6.86 Mn
Mar 31, 2017 -7.72 Mn
Mar 31, 2017 -7.72 Mn
Dec 31, 2016 -18.62 Mn
Dec 31, 2016 -18.62 Mn
Sep 30, 2016 -2.27 Mn
Sep 30, 2016 -2.27 Mn
Jun 30, 2016 -6.48 Mn
Jun 30, 2016 -6.48 Mn
Mar 31, 2016 23.31 Mn
Mar 31, 2016 23.31 Mn
Dec 31, 2015 19.35 Mn
Dec 31, 2015 19.35 Mn
Sep 30, 2015 14.10 Mn
Sep 30, 2015 14.10 Mn
Jun 30, 2015 2.35 Mn
Jun 30, 2015 2.35 Mn
Mar 31, 2015 11.54 Mn
Mar 31, 2015 11.54 Mn
Dec 31, 2014 -1.14 Mn
Dec 31, 2014 -1.14 Mn
Sep 30, 2014 7.92 Mn
Sep 30, 2014 7.92 Mn