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Sunrun has been the #1 rooftop solar power installed in the United States for several years now, since SolarCity got swallowed up by Tesla and dwindled to a relatively low level. But that doesn’t mean Sunrun hasn’t been facing its own challenges.
Apparently, getting business through affiliate companies has not been going as well as before. The California-based company has therefore decided to shift more to a direct sales strategy. In the second quarter, Sunrun added 1,500 direct sales representatives.
“Sunrun reported total revenue of $870 million for the second quarter of 2026, up 53% year-over-year, while outlining a strategic shift toward direct sales origination and grid service expansion. Net income attributable to common stockholders reached $115.2 million, or $0.42 per diluted share, driven by strong growth in energy systems and product sales,” PV Magazine reports. “Despite top-line revenue growth, the company adjusted its full-year 2026 financial guidance downward to reflect reduced origination from third-party affiliate channels, delayed onboarding ramps for new sales reps, and elevated capital costs.”
