RUN - サンラン (Sunrun Inc.) サンラン

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 RUNの企業情報

symbol RUN
会社名 Sunrun Inc (サンラン)
分野(sector) Capital Goods   資本財(工業製品)
産業(industry) Industrial Specialties  
業種 再生可能エネルギ―装置_サ―ビス   工業(Industrials)
概要 事業概要 サンラン(Sunrun Inc.)は米国にある住宅用太陽エネルギーシステム(プロジェクト)の設計、開発、設置、販売、所有とメンテナンスに従事する。同社は顧客に太陽エネルギーサービスと製品を提供する。同社は住宅所有者に電話、現地調査、家庭内販売と戦略的パートナーによる小売販売チャンネルを通じて製品を販売する。ソーラーサービスは、リース契約と電力購入契約によって提供される。同社はソーラーサービスを販売し、消費者向けの直接チャネルを通じて住宅所有者向けの太陽エネルギーシステムを設置する。同社はソーラーパネル、インバーター、ラッキング・システムと他のソーラー関連機器等の関連製品及び太陽エネルギーを販売代理店と販売住宅所有者に販売する。   サンランは米国の太陽光エネルギ―供給事業者。従来の電力会社より安価でクリ―ンな電力を、リ―スまたは電力購入契約(PPA)の形で住宅向けに供給する。顧客の住宅にソ―ラ―パネルシステムを設置し電力を供給、初期契約は20年間で、その間の保証・保守サ―ビスは無料で行う。本社はカリフォルニア州サンフランシスコ。   SunRun, Inc. engages in the design, development, installation, sale, ownership and maintenance of residential solar energy systems. It sells solar service offerings and install solar energy systems for homeowners through its direct-to-consumer channel. It also offers plans such as monthly lease, full amount lease, purchase system, and monthly loan. The company was founded by Edward H. Fenster, Robert N. Kreamer and Lynn M. Jurich in January 2007 and is headquartered in San Francisco, CA.
本社所在地 595 Market Street 29th Floor San Francisco CA 94105 USA
代表者氏名 Edward Harris Fenster エドワード・ハリス・フェンスター
代表者役職名 Chairman of the Board Co-Founder and Director
電話番号 +1 415-580-6900
設立年月日 2007年
市場名 NASDAQ National Market System
ipoyear 2015年
従業員数 3260人
url www.sunrun.com
nasdaq_url https://www.nasdaq.com/symbol/run
adr_tso
EBITDA EBITDA(百万ドル) -45.85200
終値(lastsale) 12
時価総額(marketcap) 1330912788
時価総額 時価総額(百万ドル) 1262.149
売上高 売上高(百万ドル) 602.63500
企業価値(EV) 企業価値(EV)(百万ドル) 2817.236
当期純利益 当期純利益(百万ドル) 154.01700
決算概要 決算概要 BRIEF: For the six months ended 30 June 2018 Sunrun Inc revenues increased 34% to $314.9M. Net income increased 26% to $35.4M. Revenues reflect Customer agreements and incentives increase of 48% to $158.6M Solar energy systems and product sales increase of 22% to $156.3M. Net income was partially offset by Sales and marketing - Balancing value increase of 35% to $88.3M (expense) Interest Expense - Net increase of 41% to $60.1M (expense).

 RUNのテクニカル分析


 RUNのニュース

   Bolstered By Q1 Customer Growth, Sunnova Sticks to 2020 Guidance Despite Coronavirus  2020/05/15 21:31:00 Green Technology (Feed)
Unlike many of its peers, Sunnova Energy is keeping its 2020 guidance in place. The Houston-based residential solar company expressed a “high level of confidence” that it would meet its goals for the year as it reported earnings for Q1 2020. In the first part of the year, Sunnova added 6,800 customers — compared to 3,276 in Q1 2019 — and increased revenue by $3.1 million, to $29.8 million. Though Sunnova more than doubled its net loss over the same period last year, to $77 million, CEO John Berger doesn’t expect that to hold the company back in 2020. “We’re prepared to weather any storm and we’re prepared to do that for at least the next two years if not beyond,” Berger told Greentech Media. “We’re prepared for the worst and hoping for the best.” Over the year Sunnova expects to add up to 30,000 new customers and end with cash flow between $10 and $20 million. Berger said after the first quarter the company was already close to reaching half of its target revenue and income from system loans for the entire year.
   Span Raises $10.2 Million for Reinvention of Home Electrical Panel to Optimize Solar, Energy Storage, and Electric Vehicle Charging  2020/05/12 10:00:00 PR Newswire
SAN FRANCISCO, May 12, 2020 /PRNewswire/ -- Span, the rising smart panel company led by executives and lead engineers from Tesla, Amazon Echo, and Sunrun, has raised $10.2 million to transform the electrical panel into an intelligent gateway for every home and expand the adoption of…
   Residential Demand Response to Play Key Role Managing US Load This Summer  2020/05/08 20:07:00 Green Technology
Heading into summer 2020, looming uncertainty about electricity demand makes flexibility more vital than ever in the United States. In particular, residential demand response faces more pressure than usual, as many people continue to work from home over the next few months. Since the economy’s reopening will be gradual, grid operators need not be too concerned that system peak demand will make demand response events necessary. However, some residential-only distribution feeders may face increasing pressure as air conditioning load rises. Already, some vendors providing customer engagement, analytics and demand response services for residential programs are seeing an increasing need to accelerate demand response targets in some service territories. Time for residential demand response providers to shine The number and diversity of companies that fall into this category is larger than ever. In California, the number of third-party demand response providers registered with the California Public Utilities Commission, has tripled since 2016.
   First Solar Keeps Factories Running During Pandemic but Pulls 2020 Guidance  2020/05/07 22:40:00 Green Technology
First Solar withdrew most of its 2020 guidance on Thursday despite saying it has not yet felt a major business impact from the global coronavirus pandemic, highlighting the uncertainty facing the global solar market. First Solar executives said that plans to sell the company’s solar-project development business could be delayed as a result of the difficulty of deal-making in the current climate. In February First Solar, the only U.S.-based PV manufacturer among the top 10 globally, said it expected net sales of as much $2.9bn this year and earnings per share of up to $3.75, as it approaches the finish line its multi-year shift to its new Series 6 thin-film modules. That guidance is now gone. Solar module prices are under growing pressure around the world as the market moves further into an oversupply situation. While many PV manufacturers have reopened their factories in the wake of the initial coronavirus outbreak, key solar markets are expected to be flat or even shrink this year amid construction delays, difficult financing conditions, and depressed power demand. “The biggest impact we’re having around guidance is the uncertainty of the capital markets,” First Solar CEO Mark Widmar told analysts on a conference call discussing the company’s first-quarter earnings results.
   SolarEdge and Enphase See Growth Slowing as COVID-19 Hits Inverter Market  2020/05/07 18:37:00 Green Technology
Solar Edge and Enphase, which together dominate the U.S. market for residential solar inverters, managed to achieve major growth in the first quarter of 2020, but warned of reduced demand in the months ahead due to the global pandemic. Enphase delayed the launch of its long-awaited residential battery systems. SolarEdge: some markets heavily influenced by COVID-19 SolarEdge reported record Q1 revenue of $431.2 million, compared to $418.2 million in the previous quarter and $271.9 million for the same quarter last year. First-quarter net income of $42.2 million also exceeded the $19 million in income from the same quarter last year, but fell slightly from the fourth quarter’s $52.8 million, while gross margin fell to 32.5 percent in the first quarter from, from 34.3 percent in the fourth quarter. CEO Zvi Lando said on a Wednesday conference call that the impacts of COVID-19 are affecting country-by-country installations. In the U.S., where SolarEdge held roughly three-fifths of the residential inverter market through the first nine months of 2019 according to Wood Mackenzie’s U.S.
   Residential Demand Response to Play Key Role Managing US Load This Summer  2020/05/08 20:07:00 Green Technology
Heading into summer 2020, looming uncertainty about electricity demand makes flexibility more vital than ever in the United States. In particular, residential demand response faces more pressure than usual, as many people continue to work from home over the next few months. Since the economy’s reopening will be gradual, grid operators need not be too concerned that system peak demand will make demand response events necessary. However, some residential-only distribution feeders may face increasing pressure as air conditioning load rises. Already, some vendors providing customer engagement, analytics and demand response services for residential programs are seeing an increasing need to accelerate demand response targets in some service territories. Time for residential demand response providers to shine The number and diversity of companies that fall into this category is larger than ever. In California, the number of third-party demand response providers registered with the California Public Utilities Commission, has tripled since 2016.
   First Solar Keeps Factories Running During Pandemic but Pulls 2020 Guidance  2020/05/07 22:40:00 Green Technology
First Solar withdrew most of its 2020 guidance on Thursday despite saying it has not yet felt a major business impact from the global coronavirus pandemic, highlighting the uncertainty facing the global solar market. First Solar executives said that plans to sell the company’s solar-project development business could be delayed as a result of the difficulty of deal-making in the current climate. In February First Solar, the only U.S.-based PV manufacturer among the top 10 globally, said it expected net sales of as much $2.9bn this year and earnings per share of up to $3.75, as it approaches the finish line its multi-year shift to its new Series 6 thin-film modules. That guidance is now gone. Solar module prices are under growing pressure around the world as the market moves further into an oversupply situation. While many PV manufacturers have reopened their factories in the wake of the initial coronavirus outbreak, key solar markets are expected to be flat or even shrink this year amid construction delays, difficult financing conditions, and depressed power demand. “The biggest impact we’re having around guidance is the uncertainty of the capital markets,” First Solar CEO Mark Widmar told analysts on a conference call discussing the company’s first-quarter earnings results.
   SolarEdge and Enphase See Growth Slowing as COVID-19 Hits Inverter Market  2020/05/07 18:37:00 Green Technology
Solar Edge and Enphase, which together dominate the U.S. market for residential solar inverters, managed to achieve major growth in the first quarter of 2020, but warned of reduced demand in the months ahead due to the global pandemic. Enphase delayed the launch of its long-awaited residential battery systems. SolarEdge: some markets heavily influenced by COVID-19 SolarEdge reported record Q1 revenue of $431.2 million, compared to $418.2 million in the previous quarter and $271.9 million for the same quarter last year. First-quarter net income of $42.2 million also exceeded the $19 million in income from the same quarter last year, but fell slightly from the fourth quarter’s $52.8 million, while gross margin fell to 32.5 percent in the first quarter from, from 34.3 percent in the fourth quarter. CEO Zvi Lando said on a Wednesday conference call that the impacts of COVID-19 are affecting country-by-country installations. In the U.S., where SolarEdge held roughly three-fifths of the residential inverter market through the first nine months of 2019 according to Wood Mackenzie’s U.S.
   Coronavirus forced Sunrun to sell solar panels online. The CEO shared one number that reveals why that approach is here to stay.  2020/05/07 17:08:00 Business Insider
The coronavirus pandemic has forced rooftop solar companies to move their sales online. In Sunrun's earnings call Wednesday, the firm said it has quickly moved to online sales in about a month. Under ordinary circumstances, the transition would have taken two years. Digital customer acquisition and sales will save Sunrun about $1,000 per customer, its CEO said. That's one reason why she said it would be "a long term structural shift." Shifting sales online requires more transparency around pricing and a slightly different skill set, one expert said. Visit Business Insider's homepage for more stories . The last two months have been especially painful for the rooftop solar industry, which typically relies on face-to-face sales, onsite installations, and long-term financial commitments. But the pandemic has also accelerated an inevitable transformation of the industry. Almost overnight, residential solar companies have been forced to move lead generation and sales online, or risk losing business.
   Sunrun Reports First Quarter 2020 Financial Results  2020/05/06 20:02:00 GlobeNewswire
298,000 Customers, an increase of 23% year-over-year Net Earning Assets of $1.6 billion, an increase of 12% year-over-year Transitioned to a Digital…
   GTM’s Live Coronavirus Blog: The Impact on Clean Energy  2020/03/20 22:23:00 Green Technology
For all their momentum, the clean-energy sectors — solar, wind, energy storage, and companies transforming the power grid — will not escape the COVID-19 downdraft. These industries face daunting questions about every aspect of their business, from supply chains to potential workforce shortages, to broader questions about the economy, demand for energy and the availability of finance. Over the coming weeks, Greentech Media will devote much of its journalistic efforts to the impacts of COVID-19. We’ll highlight our coverage here alongside other news and information that may be useful to our readers. As always, keep in touch and let us know how things look on the ground: editors@greentechmedia.com Tesla Closes Its Factories in California and New York : As calls for people to stay home grew increasingly urgent, Tesla announced plans to close two plants making electric vehicles and products for the solar and energy storage markets. Will other U.S. solar manufacturers follow suit? Every Tier 1 solar module factory in the U.S. is located in counties with confirmed coronavirus cases, said Xiaojing Sun, a senior solar analyst at Wood Mackenzie Power & Renewables.
   Can Rooftop Solar Thrive in an Economic Downturn?  2020/03/17 12:50:00 Green Technology
Savvy business leaders must plan for the unexpected even when business is good. So it was that, when Sunrun briefed investors last month on its record solar installations in the fourth quarter of 2019, CEO Lynn Jurich fielded a question from Michael Weinstein at Credit Suisse about what would happen to the company if the economy hit a "major recession." Typically the onset of a recession prompts most people to clamp down on discretionary spending, which makes life harder for businesses pitching non-essential purchases. Since rooftop solar provides electricity, a commodity that almost everyone in the U.S. already has access to, one might expect new residential solar deals to suffer in a downturn. But Jurich, who runs the leading U.S. residential solar installer, made a different argument: A recession could actually encourage rooftop solar sales as a way to save money in difficult economic times. Since Jurich's remarks, made on February 27, a head-spinning series of events has made the prospect of economic malaise all the more plausible.
   2 “Strong Buy” Stocks to Consider Amid the Coronavirus Sell-Off  2020/03/06 18:16:27 Nasdaq
Is the worst of the market’s slump behind us? Based on trading so far this week, the answer might be no. The constant stream of unsettling developments has had the world teetering precariously on edge. So far, the coronavirus has claimed the lives of more than 3,000, with the total number of infections globally surpassing 89,000. Among the deluge of alarming headlines, the canny investor can seek refuge in one undisputed fact: Even in times of crisis, there are still plenty of Buy-rated choices available – if you’re willing to look a little deeper. We’ve used the Stock Screener tool from TipRanks to pull up two such stocks with Strong Buy consensus ratings. It also doesn't hurt that these two names just saw their price targets get a major boost. Let's take a closer look. Sunrun ( RUN ) Sunrun, the largest residential solar panel installer in the US, reported its quarterly results on February 27, and the results were not particularly bad. Total revenue grew to $243.9 million, up $3.8 million, or 2%, compared to the fourth quarter of 2018.
   Solar Companies Who Are Not Only Dominating The Industry But Are Thriving Despite Coronavirus  2020/03/05 14:19:55 Benzinga Feeds
Currently, the top three solar manufacturers in the world are all from China. They are namely JinkoSolar Holding Co (NYSE: JKS ), JA Solar and Trina Solar Ltd (respectively) determined by market share among panel manufacturing companies. As for the US, the biggest solar installation companies are Sunrun Inc (NASDAQ: RUN ) who recently missed earnings estimates but surpassed revenue and Vivint Solar Inc (NYSE: VSLR ) who is even gaining as the market plunges. But don't be fooled by size as the Coronavirus will do much more harm to Chinese companies as opposed to their US counterparts. Overall, the solar industry underwent some major changes over the past few years, and new leaders have emerged. This editorial is an applause to the companies who persevered and have a bright future ahead as this seems to be a great year for U.S. solar in general. Freedom Solar Austin-based company just had its most profitable year since it was founded in 2007. According to SEIA, Texas is the No. 4 state when it comes to solar rankings and this is despite the not so compelling macroeconomic conditions.
   From Backwoods to Bankrupt: The Rise and Fall of Real Goods Solar  2020/02/11 18:22:00 Green Technology
Real Goods Solar ended its corporate life on the industry's periphery last month, penniless and trading for pennies. But this isn't just any bankruptcy. A decade earlier, Real Goods Solar grew organically and through acquisition and pulled in tens of millions in revenue. Four decades ago, the company helped kick off the residential solar phenomenon by supplying panels to off-grid dwellers in the remote forests of Mendocino County, California. It is one of the few companies that has followed the solar industry from its humblest beginnings to its propulsive current state. That journey stopped on January 31, according to a filing with the Securities and Exchange Commission. The board of Real Goods Solar fired CEO Dennis Lacey and "determined to cease all business activities, to terminate all of the company’s employees, and to commence a plan of action" to file for Chapter 7 bankruptcy in Colorado, where the company was headquartered. The company's share price had been in the tank for years.

 関連キーワード  (再生可能エネルギ―装置_サ―ビス 米国株 サンラン RUN Sunrun Inc.)

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