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| 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 |