Sunrun (RUN) Change in Inventory (2014 - 2026)
Sunrun's (RUN) quarterly Change in Inventory came in at -$30.9 million in Q1 2026, down 350.82% YoY from $12.3 million in Q1 2025, and up 55.03% on a QoQ basis from -$68.7 million in Q4 2025.
Sunrun (RUN) Change in Inventory (2014 - 2026) Analysis & Trends
Sunrun (RUN) has 13 years of Change in Inventory data on file, last reported at -$30.9 million in 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 grew to -$30.9 million in Q1 2026, from -$68.7 million in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $194.8 million in Q4 2022 to a low of -$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 sank 1027.59% — and 2025, when it surged 831.54%.
- Tracing RUN's Change in Inventory over 5 years: 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | First Solar | 23.52 Bn | 21.80 Bn | 605.00 Mn | 162.14 Mn |
| 2 | Nextpower | 13.34 Bn | 12.13 Bn | 335.85 Mn | - |
| 3 | Enphase Energy | 5.23 Bn | 4.29 Bn | 175.01 Mn | -5.68 Mn |
| 4 | Sunrun | 2.24 Bn | 2.24 Bn | 527.54 Mn | 101.39 Mn |
| 5 | Solaredge Technologies | 1.93 Bn | 1.35 Bn | 95.15 Mn | -3.12 Mn |
| 6 | Shoals Technologies | 1.22 Bn | 1.21 Bn | 49.53 Mn | 27.45 Mn |
| 7 | Canadian Solar | 1.00 Bn | -584.83 Mn | 124.40 Mn | - |
| 8 | JinkoSolar Holding | 850.49 Mn | -2.46 Bn | 147.66 Mn | - |
| 9 | Array Technologies | 733.17 Mn | 425.87 Mn | 99.60 Mn | - |
| 10 | Toyo | 179.35 Mn | 102.71 Mn | 47.76 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 101.39 Mn |
| Jun 30, 2026 | 101.39 Mn |
| 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 |