Sunrun Inc. (RUN)

Residential solar installer with direct salesforce. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 26, 2026. Ranked 14 of the 26 Energy companies read so far, by the share within reach now.

A residential solar company whose filing states 9,059 full-time employees with 82% in frontline sales and installation, so the whole workforce is read at building equipment contractors with the salesforce inside.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 18% now, 25% at the end of 2027, 27% at the end of 2028, 28% at the end of 2030. By the patterns, the work is about 28% desk work, 14% people work and 59% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 71% of the working time stays with people (conversation, in-person and hands-on work), 22% becomes checking a model's work and 6% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

9,059 employees as of December 31, 2025 (stated). The filing describes only U.S. markets, so the U.S. share is recorded as 1 with a flag; no count by country is stated.

The filing: “As of December 31, 2025, we had approximately 9,059 full-time employees, inclusive of our active direct-to-home salesforce.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 9,059 full-time employees as of December 31, 2025 (11,058 a year earlier), including the active direct-to-home salesforce; frontline sales and installation employees are 82% of the workforce; independent contractors and consultants are engaged and not counted; no collective bargaining agreements.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Building Equipment Contractors, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Johnson Controls International plc (JCI, 87,000 employees)18% now, 31% by 2028
• Otis Worldwide Corporation (OTIS, 72,000 employees)18% now, 30% by 2028
• EMCOR Group, Inc. (EME, 44,000 employees)18% now, 27% by 2028
• APi Group Corporation (APG, 29,000 employees)17% now, 26% by 2028
• Comfort Systems USA, Inc. (FIX, 22,700 employees)18% now, 27% by 2028
• IES Holdings, Inc. (IESC, 10,283 employees)18% now, 28% by 2028
• Everus Construction Group, Inc. (ECG, 9,400 employees)17% now, 26% by 2028
• Legence Corp. Class A Common stock (LGN, 7,000 employees)18% now, 37% by 2028

What the filing says about AI

16 sentences in the filing name AI. The filing says its employees and personnel use generative AI technologies, whose use of personal data is subject to privacy laws, and names deepfakes and AI-enabled attacks among security threats.

• “In addition, we and our third-party service providers with whom we work are subject to a variety of evolving threats, such as computer malware (including as a result of advanced persistent threat intrusions), ransomware, malicious code (such as viruses or worms), social engineering (including through deep fakes, which may be increasingly more difficult to identify as fake, and phishing attacks)...”
• “Additionally, sensitive information of the Company or our customers could be leaked, disclosed, or revealed as a result of or in connection with our employees', personnel's, or vendors' use of generative AI technologies.”
• “Similar laws are being considered in several other states, as well as at the federal and local levels, and we expect more states to pass similar laws in the future. 37 Our employees and personnel use generative artificial intelligence ("AI") technologies, and the disclosure and use of personal data in generative AI technologies is subject to various privacy laws and other privacy obligations.”
• “Governments have passed and are likely to pass additional laws regulating generative AI.”
• “If we are unable to use generative AI, it could make our business less efficient and result in competitive disadvantages.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20236median 1
• Fiscal 202411median 4
• Fiscal 202516median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The count is of full-time employees inclusive of the direct-to-home salesforce, the only count the filing states.
• Independent contractors and consultants are engaged and not counted (rule 8).
• The U.S. share is recorded as 1 because the filing describes only U.S. markets; it states no count by country.
• The data service's revenue table has overlapping lines and is not used.

Source: the company's annual report on EDGAR, accession 0001628280-26-012289, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.