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
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 |
| 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 |