Sunrun (RUN) Change in Inventory (2014 - 2026)
Sunrun's (RUN) quarterly Change in Inventory came in at $101.4 million in Q2 2026, up 32.11% on a YoY basis from $76.7 million in Q2 2025, and up 428.17% quarter-over-quarter from -$30.9 million in Q1 2026.
Analysis
Sunrun (RUN) Change in Inventory (2014 - 2026) Analysis & Trends
Sunrun (RUN) has reported Change in Inventory for 13 consecutive years, with $101.4 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Change in Inventory rose 32.11% year-over-year to $101.4 million; the trailing twelve-month figure through Jun 2026 stood at $80.6 million (down 41.58% YoY), and the FY2025 full-year result was $99.2 million, up 272.04% from the prior year.
- Change in Inventory rose to $101.4 million in Q2 2026 per RUN's latest filing, from -$30.9 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.
- Historically, Change in Inventory has averaged $3.6 million across 5 years, with a median of $1.9 million in 2022.
- The sharpest annual moves came in 2023 and 2025: Change in Inventory slumped 1027.59% in 2023, then soared 831.54% in 2025.
- Over 5 years, 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 247.58% to $101.4 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered $101.4 million, -$30.9 million, and -$68.7 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Sunrun | 2.06 Bn | 2.06 Bn | 527.54 Mn | 101.39 Mn |
| 2 | SunPower | 52.30 Mn | 48.20 Mn | 24.96 Mn | -838,000.00 |
| 3 | SUNation Energy | 21.76 Mn | 18.70 Mn | 2.13 Mn | -198,128.00 |
| 4 | SolarMax Technology | 10.72 Mn | 6.13 Mn | 3.05 Mn | -343,619.00 |
| 5 | Founder | 1.62 Mn | -28.27 Mn | - | - |
| 6 | Zeo Energy | 1.57 Mn | 16.56 Mn | 7.62 Mn | -34,186.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 101.39 Mn |
| Mar 31, 2026 | -30.90 Mn |
| Dec 31, 2025 | -68.70 Mn |
| Sep 30, 2025 | 78.84 Mn |
| Jun 30, 2025 | 76.75 Mn |
| Mar 31, 2025 | 12.32 Mn |
| Dec 31, 2024 | 59.74 Mn |
| Sep 30, 2024 | -10.78 Mn |
| Jun 30, 2024 | -58.87 Mn |
| Mar 31, 2024 | -47.75 Mn |
| Dec 31, 2023 | -202.06 Mn |
| Sep 30, 2023 | -129.94 Mn |
| Jun 30, 2023 | -96.15 Mn |
| Mar 31, 2023 | 103.99 Mn |
| Dec 31, 2022 | 194.81 Mn |
| Sep 30, 2022 | 41.68 Mn |
| Jun 30, 2022 | -8.53 Mn |
| Mar 31, 2022 | 49.13 Mn |
| Dec 31, 2021 | 62.30 Mn |
| Sep 30, 2021 | 103.10 Mn |