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
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